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 3 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
    3 days ago
  • $41.2k - $76.8k

     ...Client Service Associate, Business Insurance Our not-so-secret sauce. Award-winning, inclusive...  ..., employee health & benefits, retirement, and private client insurance solutions to organizations...  ...materials used in strategic planning, renewal and/or quarterly reviews,... 
    Retirement
    Minimum wage
    Work at office
    Local area
    Night shift

    Oliver Wyman, LLC

    Saddle Brook, NJ
    1 day ago
  •  ...Senior Client Service Associate If you are a collaborative team member,...  ...within the Latin America Private Bank at JP Morgan you will...  ...Experience with a wide array of financial products preferred...  ...and wellness centers, a retirement savings plan, backup childcare, tuition... 
    Retirement
    Work at office

    Chase

    Passaic, NJ
    2 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, LLC

    Saddle Brook, NJ
    14 hours ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth...  ...Advisors with ongoing wealth planning for clients and referral...  ...wellness centers, a retirement savings plan, backup childcare... 
    Retirement

    JPMorganChase

    Montclair, NJ
    1 day 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
    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
    3 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...  ...Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions... 
    Retirement
    Local area
    Flexible hours

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    21 hours ago
  •  ...banking, strong communication skills, and an understanding of financial products. Successful candidates will be accountable for...  ...experience. PNC offers a comprehensive benefits package, including medical, retirement plans, and paid time off. #J-18808-Ljbffr Fairygodboss
    Retirement

    Fairygodboss

    Englewood, NJ
    1 day ago
  •  ...Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan...  ...What You’ll Do Meet with clients to understand their financial...  ...Develop customized strategies for retirement, wealth building, and...  ...relationships Learn financial planning concepts, products, and industry... 
    Retirement
    Work at office
    Local area

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    21 hours 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
    1 day 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...  ...Strategy Prioritizes Effectively Retirement Planning Selling Sales TIAA Products... 
    Retirement
    Work experience placement

    Retirement Resource Center, LLC.

    Hackensack, NJ
    3 days ago
  •  ...including discovery, arbitration, mediation, motion practice, client coordination and court appearances. Excellent opportunity to...  ...experience. Position offers health insurance, paid time off, bonus opportunities and a retirement plan with firm match. #J-18808-Ljbffr... 
    Retirement
    Full time

    Tenaglia & Hunt, P.A.

    Rochelle Park, NJ
    1 day 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
    4 days ago
  • Birdseye Security Solutions in Bogota, New Jersey, is seeking an individual to manage customer interactions and ensure quality standards across communications. The role involves direct customer support via various channels, collaborating with teams to resolve issues, and...

    Birdseye Security Solutions

    Bogota, NJ
    3 days ago
  • Responsibilities Handle customer interactions across email, phone calls, client portals, and messaging platforms, responding professionally, on time, and in line with company standards. Take ownership of customer issues and follow them through to resolution, escalating... 
    Work at office
    Shift work

    Birdseye Security Solutions

    Bogota, NJ
    4 days ago
  • $125k - $225k

     ...Associate Attorney – Bergen County, New Jersey Job 19011A: Associate Attorney Expanding law firm is hiring an Attorney to join our...  ...fees. Benefits include healthcare, dental, vision and 401(k) retirement plan. Equal Opportunity Employer Nadine Bocelli & Company, Inc. –... 
    Retirement
    Work at office
    Local area
    Afternoon shift

    Nadine Bocelli & Company, Inc. - New York Legal Staffing, In...

    Teaneck, NJ
    2 days ago
  •  ...creatively while practicing sound judgment and deliver exceptional client relations and court engagements. Must have 4-7 years...  ...dental, and vision insurance. Paid time off and holidays. Retirement plan with employer matching. How to Apply: Interested candidates... 
    Retirement
    Full time
    Work at office
    Monday to Friday

    Marotta Blazini Dunleavy LLC

    Maywood, NJ
    21 hours ago
  •  ...discovery, arbitration, and mediation while also coordinating with clients and representing them in court. This position offers the...  ...while enjoying benefits such as health insurance, paid time off, and retirement plan matching. #J-18808-Ljbffr Tenaglia & Hunt, P.A.
    Retirement
    Full time

    Tenaglia & Hunt, P.A.

    Rochelle Park, NJ
    21 hours ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...where you can help your clients achieve their goals through financial planning. On your path to becoming a...  ...Advisory Services • Trust Services • Retirement Solutions • Business Needs... 
    Retirement
    Work at office

    UNAVAILABLE

    Maywood, NJ
    4 days ago
  • $25 - $32.69 per hour

     ...creating memorable experiences for our clients and employees, making them feel...  ...latest banking solutions and cutting‑edge financial technology combined with friendly and...  ...on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement... 
    Retirement
    Hourly pay
    Immediate start
    Afternoon shift

    JPMorgan Chase Bank, N.A.

    Palisades Park, NJ
    3 days ago
  • $207.2k

     ...and Grant Funding: Departmental budgets and any grant funding associated with the job position may impact the pay that can be offered....  ...including health, dental, vision, tuition reimbursement, and retirement benefits. The final compensation and benefits package will be... 
    Retirement
    Full time
    Part time
    Night shift
    Weekend work
    Afternoon shift

    Hackensack Meridian Health

    Hackensack, NJ
    2 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Paramus, New Jersey;...  ...wealth management, including planning for retirement, education, legacy, and other life...  ...Financial Advisors and Wealth Management Client Associates help clients pursue... 
    Retirement
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Fort Lee, NJ
    21 hours ago
  •  ...in Montclair, NJ, to deliver exceptional client service and build lasting client relationships. You will use your financial knowledge to tailor solutions and exceed client...  ...include comprehensive healthcare, retirement plans, and performance-based incentives. #J-188... 
    Retirement

    Koitecc Solutions

    Montclair, NJ
    21 hours ago
  •  ...branch. In this role, you will provide exceptional service to clients, build meaningful relationships, and utilize the latest...  ...competitive compensation package and comprehensive benefits including health coverage and retirement plans. #J-18808-Ljbffr JPMorganChase
    Retirement

    JPMorganChase

    Paramus, NJ
    1 day ago
  • $20 - $28 per hour

     ...aviation industry. 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

    Aviationmaintenance

    Hasbrouck Heights, NJ
    3 days ago
  •  ...service and build lasting relationships with clients. This role emphasizes an understanding of client financial needs and the delivery of effective banking...  ...comprehensive benefits including healthcare coverage, retirement savings plans, and tuition reimbursement. #J-18808-Ljbffr... 
    Retirement
    Hourly pay

    JPMorgan Chase Bank, N.A.

    Paramus, NJ
    4 days ago
  • J.P. Morgan Chase in Nanuet, NY is looking for a Financial Advisor to support clients by delivering personalized investment solutions and fostering...  .... Comprehensive benefits are offered, including health care coverage and retirement savings plans. #J-18808-Ljbffr Fairygodboss
    Retirement

    Fairygodboss

    Nanuet, NY
    4 days ago
  • A financial services firm in Hoboken, New Jersey, is seeking a Financial Professional to develop personalized financial plans and guide clients to achieve their financial goals. Ideal candidates will...  ...health coverage and a 401(k) retirement plan. #J-18808-Ljbffr WealthBridge... 
    Retirement

    WealthBridge Financial Group

    Hoboken, NJ
    4 days ago
  •  ...About Us At WealthBridge Financial Group, we help individuals, families,...  ...deliver long-term impact and trusted client relationships. Position...  ...design personalized strategies (retirement, investment, insurance, estate planning) Provide education and guidance... 
    Retirement
    Flexible hours

    WealthBridge Financial Group

    Hoboken, NJ
    2 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!