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Financial Advisor Financial Consultant Financial Services Wealth Management

Associate Wealth Advisor: Client Advisory & Planning

Job in Roseland, Essex County, New Jersey, 07068, USA
Listing for: Beacon Pointe
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading investment advisory firm is seeking an Associate Wealth Advisor for its Roseland, NJ office. The candidate will assist in client advisory and investment management while working closely with Senior Wealth Advisors. Responsibilities include providing exceptional service, supporting Wealth Advisors, and managing client data. Ideal candidates will have a finance degree and strong communication skills.

This role offers a collaborative environment focused on enhancing client experiences through strategic wealth management.
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Position Requirements
10+ Years work experience
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