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Hybrid Wealth Client Relations Associate

SAX Advisory Group

A leading advisory firm in Parsippany, NJ is seeking a full-time Client Relationship Associate to support their wealth advisors. This hybrid role involves engaging with clients, preparing financial plans, and maintaining detailed records. Ideal candidates will have a relevant degree and experience in financial services. The firm emphasizes a team-oriented culture with opportunities for growth. Salary ranges from $80,000 to $100,000. This position allows for two days a week in office, supporting work-life balance. #J-18808-Ljbffr

Vacancy posted more than 2 months ago

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