Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Associate - Financial & Retirement Planning

$50k - $75k

Janney-Montgomery-Scott-LLC

Janney Montgomery Scott LLC in Hackensack, NJ is hiring a Registered Private Client Associate to provide client support and marketing assistance. This role requires strong organizational skills and a Series 7 and 63 or 65 license. The associate will work independently with staff and clients to ensure effective relationship management. Offering a competitive package including a salary range of $50,000 to $75,000 alongside benefits like Paid Parental Leave and health coverage, Janney values a balanced work environment. #J-18808-Ljbffr Janney-Montgomery-Scott-LLC

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Associate - Financial & Retirement Planning in Hackensack, NJ vacancy
  • Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hackensack, New Jersey. The role focuses on providing comprehensive...  ...support. The ideal candidate will possess required financial licenses and demonstrate excellent customer service skills... 
    Retirement

    Janney Montgomery Scott LLC

    Hackensack, NJ
    4 days ago
  • $64.1k - $88.1k

     ...Our Company We’re a diversified financial services leader with more than...  ...small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset...  ...As a Registered Client Service Associate, you will provide dedicated support... 
    Suggested
    Full time
    Part time
    Home office

    Ameriprise Financial Services, Inc.

    Saddle Brook, NJ
    1 day ago
  • $64.1k - $88.1k

     ...Our Company We’re a diversified financial services leader with more than...  ...small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset...  ...As a Registered Client Service Associate, you will provide dedicated support... 
    Suggested
    Full time
    Part time
    Home office

    Threadneedle group

    Saddle Brook, NJ
    4 days ago
  •  ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible...  ...with a wide array of financial products preferred...  ...and wellness centers, a retirement savings plan, backup childcare, tuition... 
    Retirement
    Work at office

    Chase

    Jersey City, NJ
    4 days ago
  • $64.1k - $88.1k

    Ameriprise Financial Services, LLC in Saddle Brook, NJ, is seeking a Registered Client Service Associate to provide dedicated support to high-producing advisors. You will assist in preparing financial plans and conducting investment research to ensure top-tier service for... 
    Suggested
    Full time

    Ameriprise Financial Services, LLC

    Saddle Brook, NJ
    2 days ago
  •  ...Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ Upper...  ...solutions to meet their financial needs. As a Private Client...  ...Advisors with ongoing wealth planning for clients and referral...  ...and wellness centers, a retirement savings plan, backup... 
    Retirement

    JPMorgan Chase & Co.

    Montclair, NJ
    1 day ago
  •  ...Wealth Management Client Associate Paramus, New Jersey To proceed with your application...  ...-based wealth management, including planning for retirement, education, legacy, and other life...  ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... 
    Retirement
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Paramus, NJ
    3 days ago
  • $25 - $44 per hour

     ...specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals...  ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Retirement
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Fair Lawn, NJ
    4 days ago
  • $80k - $95k

    Retirement Resource Center, LLC. is hiring a Wealth Advisor in Hackensack, NJ. The Wealth Advisor will partner with clients to analyze their financial goals and develop recommendations tailored to their needs. Key responsibilities include managing resources effectively... 
    Retirement

    Retirement Resource Center, LLC.

    Hackensack, NJ
    4 days ago
  •  ...influence. As a Trade Finance Client and Sales Manager in Trade...  ...technology, and financial partner network enable us to...  ...Contributes to client engagement plans aligned to strategic priorities...  ...health and wellness centers, a retirement savings plan, backup childcare... 
    Retirement
    Contract work

    JPMorgan Chase

    Jersey City, NJ
    1 day ago
  • $25 - $44 per hour

     ...specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Retirement
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Paramus, NJ
    3 days ago
  • $80k - $95k

     ...solutions, the Wealth Advisor partners with clients to identify their financial goals, analyze their financial...  ...implements strategic and tactical plans with strong considerations of client...  ...Management Strategy Prioritizes Effectively Retirement Planning Selling Sales TIAA Products... 
    Retirement
    Work experience placement

    Retirement Resource Center LLC

    Hackensack, NJ
    2 days ago
  •  ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian...  ...your business and better serve your clients. What You’ll Do Manage and grow an...  ...relationships Deliver comprehensive financial planning strategies, including retirement, investment, and risk management... 
    Retirement
    Local area
    Flexible hours

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    5 days ago
  •  ...overseeing key accounts payable, accounting and financial operations, ensuring accurate financial...  ...realistic and achievable financial plans. Compliance & Audit Support: Assist with...  ...‑financial stakeholders. Benefits 401k Retirement Plan. Health, dental, and vision... 
    Retirement

    Hire Easy

    Ridgefield Park, NJ
    3 days ago
  • $85k - $165k

     ...leading insurance company in the United States is seeking a Financial Services Professional for its Saddle Brook location....  ...schedule with responsibilities including financial planning, life protection, and retirement planning. The ideal candidate will possess excellent... 
    Retirement
    Full time

    New York Life- Staten Island

    Saddle Brook, NJ
    4 days ago
  • $155k - $167k

     ...Management Coach enables client facing Wealth Management client facing associates to provide objective...  ...across the full financial spectrum aligned with...  .... The role engages in planning, one-on-one and group...  ...Quantitative Analysis, Retirement Planning Selling, Sales... 
    Retirement
    Work experience placement

    Jobtailor

    Hackensack, NJ
    1 day ago
  • $45k - $55k

     ...next great team member. This busy insurance and financial services office has a passion to make a difference...  ...Consult customers with comprehensive financial planning and insurance options. Assist customers with retirement planning, investment management, and insurance... 
    Retirement
    For contractors
    Work at office

    Edwin Mata - State Farm Agent

    Emerson, NJ
    2 days ago
  •  ...adults. This full-time position offers benefits including comprehensive medical coverage, generous paid time off, and a 401(k) retirement plan. If you are passionate about enhancing the lives of residents, we want to hear from you. #J-18808-Ljbffr Chateau-Rehabilitation... 
    Retirement
    Full time

    Chateau-Rehabilitation-and-Nursing-Center

    Rochelle Park, NJ
    4 days ago
  • $115k - $140k

     ...-on litigation experience, significant client interaction, and the opportunity to work...  .... Collaborate with partners, associates, and support staff to provide exceptional...  ...employer-paid employee coverage) Simple IRA Retirement Plan EZ Pass and Gas Allowance available for... 
    Retirement
    Work at office

    Collabera

    Hasbrouck Heights, NJ
    2 days ago
  •  ...individual, small-business, estate, and trust clients while developing into a broader financial advisory role. We are specifically...  ...candidate will prepare tax returns, identify planning opportunities, participate in retirement and estate-planning discussions, and work... 
    Retirement
    Work at office
    Afternoon shift

    AlphaX

    Oradell, NJ
    5 days ago
  •  ...meaningful impact on people’s financial futures? Lee, Nolan &...  .... What You’ll Do Meet with clients to understand their financial...  ...Develop customized strategies for retirement, wealth building, and protection...  ...Learn financial planning concepts, products, and industry... 
    Retirement
    Work at office
    Local area

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    3 days ago
  • $68k - $90k

    Morgan-Stanley in Paramus, New Jersey is seeking Registered Client Service Associates (CSAs) to enhance the client experience and provide...  ...will have strong client service skills, a background in the financial services industry, and be goal-oriented. Benefits include... 

    Morgan-Stanley

    Paramus, NJ
    5 days ago
  •  ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote...  ..., create value for clients, develop leadership skills...  ...What You’ll Learn Financial Planning & Client Development Financial...  ...Protection & Retirement Planning Concepts Business... 
    Retirement
    Work at office
    Immediate start
    Remote work

    Career Headhunter LLC

    Hackensack, NJ
    1 day ago
  • $65k

     ...This focus allows our clinicians to obtain optimal work‑life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types Available... 
    Full time
    Work at office

    Care Options For Kids

    Elmwood Park, NJ
    1 day ago
  • $70k - $80k

     ...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...  ...investment goals, building a financial plan, and recommending brokerage products...  ...Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained... 
    Retirement
    Temporary work
    Shift work
    Day shift

    Dormont Manufacturing Company

    Hackensack, NJ
    5 days ago
  • $68k - $90k

     ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions...  ...against their business plan and client service model Remaining... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Paramus, NJ
    2 days ago
  • $20 - $28 per hour

     ...Heights, NJ 07604 Compensation: $20-$28/hr. Position Purpose The Financial Aid Advisor (also known as the Financial Aid Officer) is...  ...1(k) and Matching: Secure your future with our competitive retirement savings plan. Comprehensive Health Coverage: Enjoy Health, Dental, and... 
    Retirement
    Monday to Friday
    Flexible hours
    Weekday work

    Aviation Institute of Maintenance

    Hasbrouck Heights, NJ
    2 days ago
  • $230k

     ...highly prefered Benefits: ~5.5 weeks of Paid Time Off ~9 paid holidays ~ Medical, dental, and vision insurance ~ Retirement plan with employer matching ~ Malpractice coverage ~ CME allowance and paid CME days ~ Supportive, collaborative work... 
    Retirement
    Weekly pay
    Permanent employment
    Full time
    Locum
    Immediate start
    Monday to Friday
    Weekday work

    AAS Locum Tenens

    Bronx, NY
    1 day ago
  • $57k - $64k

     ...Crisis intervention services as needed Client appointment escorts as needed...  ...placements. Oversee the discharge planning process for residents as applicable, including...  ...include Medical, Dental, Vision, 403 (B) retirement savings, Flexible Spending Accounts (FSA... 
    Retirement
    Full time
    Contract work
    Temporary work
    Work experience placement
    Flexible hours

    West Side Federation for Senior and Supportive Housing

    River Edge, NJ
    2 days ago
  •  ...specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals...  ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... 
    Retirement
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Paramus, NJ
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Associate - Financial & Retirement Planning. Be the first to apply!