Client Services to Financial Advisor Track (CFP‑Ready)
$60k - $70kWealth Enhancement Group
Wealth Enhancement Group in Parsippany, NJ is seeking a Sr Client Service Associate to grow into advisory roles. This on-site role supports advisors, manages onboarding, client relationships, and operations, with structured development leading toward an Associate Financial Advisor and beyond. The company offers mentorship, sponsorship for the CFP certification, and a compensation path with a starting base salary of $60,000 to $70,000 plus annual bonus eligibility. #J-18808-Ljbffr Wealth Enhancement Group
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services to Financial Advisor Track (CFP‑Ready) in Parsippany, NJ vacancy
- Wealth Enhancement is seeking a Sr Client Service Associate for our Parsippany, NJ office. This... ...Client Service Associate to Associate Financial Advisor, with mentorship and structured development, including sponsorship for the CFP certification. Base compensation is $60...SuggestedWork at office
- U.S. Financial Services, a boutique wealth management firm, seeks a motivated... ...who aspires to become a CFP professional and build a long... ...Paraplanner will support Lead Advisors in delivering comprehensive... ...with mentorship and hands-on client exposure. Ideal candidates...Suggested
$150k - $180k
Financial Planner (FP)Location: Madison, NJSchedule: Full... ...with exceptional client service, and continuous improvement... ...team of professional advisors.This is an opportunity... ...credentials required: CFP, CPWA, JD, or LLM. Two... ..., and demonstrating readiness for expanded client-facing...SuggestedFull timeWork at officeLocal areaRemote workMonday to FridayAfternoon shiftEarly shiftPremier Path Wealth Partners
Madison, NJ2 days ago$125k - $150k
...obsession with exceptional client service, and continuous improvement... ...Premier Path, we believe great financial advice starts with great... ...Associate Wealth Advisor, holding a CFP or equivalent designation,... ...pathway to the Financial Advisor track.Full support for professional...SuggestedSummer workWork at officeLocal areaRemote workWork from homeMonday to FridayAfternoon shiftEarly shiftPremier Path Wealth Partners
Madison, NJ15 hours ago- Overview Entry-Level Financial Advisor - Remote / Hybrid Wisepath •... ...senior advisors. Support Clients - Address questions, surface... ..., or Leadership tracks Your Next Step Ready to turn ambition into a rewarding... ...Industries Wireless Services, Telecommunications, and...SuggestedFull timeRemote work
$125k - $150k
...Wealth Advisor $125000 - $150000 per year | Madison, NJ | Hybrid... ...deeply personal approach to client service. We value initiative, collaboration... ...meetings and manage ongoing financial planning and relationship... ...relationships. What you’ll bring: CFP designation required....Permanent employmentLocal areaWork from homeFlexible hoursShift workJobot
Madison, NJ4 days ago- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning... ...Series 63, Series 66, Series 65, and CFP®) High level of self-motivation;... ...in sales, competitive roles, client services, or client-facing roles Excellent...Work at officeFlexible hours
Bankers Life
Parsippany, NJa month ago - ...Description About Us WealthBridge Financial Group helps individuals,... ...education. We aim to be the advisors clients trust for life, not just for... ..., with a proven production track record. ~ Strong product knowledge... ...as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one...Work at officeFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program... ...network to build your business and client base Develop and execute on... ...such as the Series 6 & 63 or CFP ® . Get inspired at local and... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Florham Park, NJ2 days ago- Kestra Financial, Inc. is seeking a motivated Paraplanner to support Lead Advisors in delivering comprehensive financial... ...wealth management services. This role suits someone... ...and pursuing the CFP designation, with hands... ...build analyses, prepare client meeting materials,...
- ...Paraplanner who aspires to become a CFP® professional and build a long-... .... You will support Lead Advisors in delivering comprehensive financial planning and investment advisory services, gaining hands-on exposure to real client situations with mentorship from experienced...
- A leading financial services company in Florham Park, NJ is seeking a Sales Execution & Financial Planning Associate. This full-time role requires establishing client relationships, assisting in financial planning processes, and managing underwriting operations. Candidates...Full time
$73k - $95k
This Opportunity The Project Financial Advisor (PFA) acts as a trusted... ...key measures and financial tracking, including client-specific reporting... ...and decision logs are audit-ready and retained per policy.... ...construction, or professional services Suitable qualifications/accreditations...Contract workFor subcontractorLocal areaFlexible hours$77k - $202k
...Implementation Consultant, you will guide client workstreams focused on Workday Finance... ....Responsibilities- Implementing Workday Financials solutions for finance transformation initiatives... ...implementation experience in client service settings- Applying finance...Full timeBank staffH1bPwC
Florham Park, NJ1 day ago- ...Investment Associate Career Development Program. This paid 18-month training track is designed to launch a long-term career in financial services and prepare you to become a licensed Financial Advisor. You will receive hands-on training, mentorship, and financial support...
- JPMorganChase in Parsippany-Troy Hills, NJ, seeks a Financial Advisor to deliver personalized investment solutions and cultivate client relationships. Candidates must have at least... ...Series 66 licenses. A bachelor's degree and CFP certification are preferred. This role offers...
- ...a global professional services company with leading capabilities... ...every day, serving clients in more than 120... ...own as digital leaders. Ready to find genius answers... ...business requirements; Financial Accounting Hub setup; demonstrate... ...report progress on the track/deliverables.Gain the...Work experience placementLive inWork at officeLocal area
Accenture
Morristown, NJ2 days ago $125k - $150k
...* Serve as primary advisor and relationship manager on key client relationships providing... ...a high level of service and proactive... ...investment management, financial planning, tax strategy... ...clients required.* CFP, CFA, CPA, JD, or... ...required.* Proven track record of managing...Permanent employmentTemporary workWork at officeFlexible hoursCorient
Convent Station, NJ21 hours ago$90k - $95k
...Financial Planner Boutique Wealth Management Firm Parsippany, NJ - Hybrid (2 days in office... ...planning and long-term relationships for clients. No business development required.... ...organizational, and follow-through skills ~ CFP preferred, though not required...Work at officeRemote workGemHarvest Executive Recruiting
Morristown, NJ3 days ago$15 per hour
...Financial Advisor Prudential Financial Parsippany, New Jersey About the Company Take your... ...goal is to successfully help their clients achieve financial goals. About the... ...program, no prior knowledge of the financial services industry is required, but prior...Minimum wageFull timeContract workPart timePrudential Financial
Parsippany, NJa month ago$50 per hour
...Senior Leadership with critical financial insights. This role supports... ...industry. Established track record in financial management... ...value projects for our global clients—solving problems in the areas... ...Industries Business Consulting and Services Referrals increase your...Full timeRemote workShift work3 days per week- ...based behavioral health and addiction services for children, adolescents, adults,... ...of New Jersey, is seeking a Financial Assistance Advisor for the Newark Outpatient Services... ...system. Completes requirement tracking when a client is initially registered and/or routinely...Full timeWork at officeFlexible hoursShift work
Rutgers University
Newark, NJ15 hours ago - ...finance and global business services leaders recognize the opportunity... ...to solve the toughest client problems. From learning to leadership... ...· Identify delivery risks, track dependencies, and support... ...strategic value through enhanced financial planning, forecasting, and...Local areaVisa sponsorship
Deloitte
Morristown, NJ3 days ago - ...Relationship Banker to join a Chase Branch in New Jersey. You will lead client relationships, offer tailored banking solutions, and leverage... ...You will collaborate with a team of experts to address client financial needs while upholding risk and compliance standards and...Weekend workAfternoon shift
- ...interaction, with a hybrid on-site arrangement (50% office). Start date: June 2027. Open to Bachelor's or MBA graduates with 0-2 years' experience. Rotations include FP&A, Commercial Finance, Internal Audit, and Controllership. #J-18808-Ljbffr 6J2 - Zoetis Services LLCRotational programWork at office
- ...seeking an experienced and dependable Financial Coordinator to join our well-... ...all required documentation Track outstanding claims and follow up... ...in Orthodontic care. If you are ready to bring your billing experience and patient-service skills to a growing specialty practice...Work at office
$45k - $88k
...position with Cetera Financial Group. Accepted applicants... ...Cetera Investment Services LLC (marketed as Cetera... ...The VP, Financial Advisor ("FA") will provide sound... ...sound financial advice to clients by evaluating their... ...ability, with strong track record of past investment...Temporary workBank staffAfternoon shiftCetera Financial Group
Springfield, NJa month ago$128k - $252.5k
...Transactions team helps guide clients through their most... ...support and advisory services, covering areas such... ...challenges, avoid financial pitfalls, and implement... ...engagements, including Day 1 readiness, integration planning,... ...workplans, track deliverables, and coordinate...Local areaDeloitte
Morristown, NJ2 days ago$42.5k
...Newark, DE, is seeking a skilled and professional full-time Financial Aid Advisor to join our team. This full-time role offers a competitive... ...essential support throughout their educational journey. READY TO APPLY AND ADVANCE YOUR CAREER? If you are ready to join...Full timeLocal areaMonday to FridayAfternoon shiftPaul Mitchell Schools
Newark, NJa month ago- A financial advisory firm is seeking an Entry-Level Financial Advisor to work in a remote/hybrid setting. The role involves generating leads, building client relationships, and supporting them with insurance and investment advice. Candidates with a Bachelor's degree and...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services to Financial Advisor Track (CFP‑Ready). Be the first to apply!
Related searches
- insurance customer service advisor Parsippany, NJ
- customer success associate Parsippany, NJ
- manufacturing customer service representative Parsippany, NJ
- customer service attendant Parsippany, NJ
- client service consultant Parsippany, NJ
- customer associate Parsippany, NJ
- customer support specialist Parsippany, NJ
- customer service officer Parsippany, NJ
- customer service rep remote Parsippany, NJ
- inbound customer service representatives Parsippany, NJ