Wealth Management Client Associate — Growth & Licensing
Dormont Manufacturing Co
Dormont Manufacturing Co is seeking a dedicated Client Associate to support financial advisors and clients in Florham Park, NJ. This position requires strong communication and organizational skills, as well as attention to detail. You will assist in managing client accounts, ensuring compliance, and providing administrative support. Ideal candidates will have a Bachelor’s degree or relevant experience. The role offers competitive compensation, opportunities for professional development, and a collaborative work environment. #J-18808-Ljbffr Dormont Manufacturing Co
$25 - $44 per hour
...Company Overview Merrill Wealth Management is a leading provider of comprehensive... ...wealth management, helping clients plan for retirement,... ...66). If not currently held, licenses must be obtained within a specified... ...learning and professional growth. Sound judgment and...SuggestedHourly paySeasonal workLocal areaShift workDay shift- ...Registered Wealth Management Client Associate Florham Park, New Jersey;Short Hills, New Jersey; Summit,... ...accepted in lieu of 66) **** If these licenses are not currently held, they must be... ...learning and professional growth Exhibits sound judgment and discretion...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Summit, NJ, to support daily operations of a wealth management practice. The ideal candidate will have... ...experience and must obtain relevant FINRA licenses within the first few months of hire. #J-1...Suggested
- ...Manufacturing Co is seeking Registered Client Service Associates in Morristown, NJ, to... .... The role includes managing client relationships, executing... ..., along with specific licenses. The position offers a competitive... ...benefits, and opportunities for growth. #J-18808-Ljbffr...Suggested
- ...Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...in lieu of 66)** If these licenses are not currently held, they... ...learning and professional growth Exhibits sound judgment...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Bank of America in Florham Park is seeking a Client Service Support position within Merrill Wealth Management. This role involves assisting Financial Advisors and... ...ideal candidate should hold required securities licenses, possess strong communication skills, and exhibit...
$44k - $66k
...opportunity? Embrace RBC Wealth Management's core values and... ...financial advisors and our clients. As a Client Associate/Registered Client Associate... ...Series 7 and 66 (or 63/65) licenses or the willingness to get... ...is core to our continued growth as one of the largest and...Full timeFlexible hours$45k - $60k
...motivated and detail-oriented Client Service Associate to join our growing fi... ...build a long-term career in wealth management and client service within... ...communications. No securities licenses are required for this role... ...in long-term career growth within the financial services...- RBC is looking for a Client Associate/Registered Client Associate in Florham Park, NJ. This role involves supporting financial advisors and... ...or equivalent experience, and the ability to obtain necessary licenses. RBC offers competitive compensation and a comprehensive...Flexible hours
$105k - $135k
Sanctuary Wealth Group is looking for a Registered Senior Client Associate in Morristown, NJ, to function as a trusted partner for advisors and support high-net-worth client relationships. This individual will manage operational workflows, oversee client service requests...Full time- Sanctuary Wealth Group LLC is seeking a Registered Senior Client Service Associate in Morristown, NJ to support high-net-worth clients and oversee operational workflows... ...service skills. The ideal candidate will manage client requests and operational tasks with professionalism...Full time
$32.22k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management Administrative Support: Answering...Temporary workWork at officeLocal area$32.22k - $90k
Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management. Administrative Support Answer...Temporary workWork at officeLocal area$32.22k - $90k
Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound...Temporary workWork at officeLocal area$44k - $66k
...Job Description Embrace RBC Wealth Management’s core values and inclusive culture as an... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...effective Series 7 and 66 (or 63/65) licenses or the willingness to get licensed...Full timeFlexible hours$44k - $66k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors... ...and effective Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12...Full timeFlexible hours- J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ Upper Montclair, NJ, United States Job Description At J.P. Morgan Chase,... ...capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day...
$105k - $135k
Description (Registered) Senior Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation Range: See... ...Opportunity for professional mentorship Long-term growth potential within operations, client service, or marketing...Full timeWork at officeMonday to Friday$32.2k - $90k
...Morgan Stanley in Morristown, NJ, is seeking a Registered Client Service Associate. This role involves providing exceptional service to clients... .... Key responsibilities include client relationship management, executing transactions, and administrative support functions...- ...role Are you skilled at developing wealth management strategies? Does financial data... ...you? We're looking for a Registered Client Associate to: • assist financial advisors in... ...Your expertise • series 7 and 66 licenses • ideally 5+ years of experience in...Work at officeFlexible hours
$60k - $80k
...standards, legacy planning, and client service excellence, the firm... ...investment planning and wealth management solutions to a high-net-worth... ...seeking a Client Service Associate to join their dynamic team.... ...Opportunities for long‑term career growth, continuing education, and...$45k - $70k
...Description Embrace RBC Wealth Management’s core values and... ...financial advisors and our clients. As a Client Associate/Registered Client Associate... ...Series 7 and 66 (or 63/65) licenses or the willingness to get... ...is core to our continued growth as one of the largest and...Full timeFlexible hours$55k - $75k
...Entry-Level Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation Range: See details below.... ...Opportunity for professional mentorship ~ Long-term growth potential within operations, client service, or marketing...Full timeWork at officeMonday to Friday- The Bank of America is seeking a client service specialist in New York to support Financial Advisors. The role involves delivering excellent... ...effective communication and a client-centric approach, with opportunities for professional growth. #J-18808-Ljbffr Bank of America
$65k - $85k
...take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate... ...workforce. Your expertise ideally 2-5 years in wealth management, advisory support, or investment operations...Full timeFlexible hours- ...Chase & Co. is looking for a Private Client Investment Associate in Montclair, NJ. In this role, you will... ...support. Responsibilities include managing operational requests, building client... ...should have a valid and active Series 7 license, or be able to obtain it within 60...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- PowerToFly is looking for a Registered Client Service Associate in Morristown, NJ. This role involves... ...effective communication and client management. The ideal candidate will have strong... ...a High School Diploma and an Active Series 7 license. #J-18808-Ljbffr PowerToFly
$65k - $75k
## Sr Client Service Associate (Onsite)Applylocations: Summit, NJtime type: Full... ...id: R-102387**About Wealth Enhancement**Wealth Enhancement... ...Enhancement is an independent wealth management firm with an endless... ...experience* FINRA Security Licenses or ability to obtain is a...Full timeTemporary workPart timeWork at officeMonday to FridayFlexible hours- 711 MS Smith Barney, LLC is looking for Client Service Associates to deliver outstanding service to clients and support Financial Advisors. You... ...is preferred, and applicants should be willing to obtain licensing. The position offers competitive compensation and a comprehensive...
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