Client Relationship Consultant

Overview Location: Morristown, NJ (Hybrid 3 days in office / 2 days work from home) Compensation: $80,000-$100,000, Full Benefits, 401k with a match, PTO and Tuition Reimbursement among others Job Description A growing advisory firm in Northern New Jersey is looking to add to staff an experience financial professional who will be collaborating with a team of wealth advisors. This individual should be comfortable with phone, video, and face to face contact in order to build and maintain relationships with high-net worth individual and institutional clients. The ideal person will be someone who can multitask and prioritize between operational and customer-centric tasks. This professional will be a critical asset to the team of advisors and will have the ability to grow in this role. Responsibilities Collaborate with a team of wealth advisors to serve clients. Build and maintain relationships with high-net-worth individuals and institutional clients via phone, video, and face-to-face contact. Multitask and prioritize between operational tasks and client-centric tasks. Grow within the role as a key asset to the advisory team. Qualifications 2+ years of financial and/or wealth management experience 2+ years of financial client service FINRA licensing - Ideally Series 65 #J-18808-Ljbffr