Retirement Planning Associate Wealth Advisor
Palante Wealth Advisors
14 days+
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Benefits offered by this job
Job summary
A financial advisory firm in Pennington, NJ seeks an Associate Wealth Advisor to assist in holistic retirement planning without the need for cold calling. Ideal candidates should be detail-oriented and have experience in financial services. Responsibilities include responding to client inquiries, assisting with account management, and supporting the Lead Advisor. Competitive compensation and a positive work environment are offered.
Qualifications
- 3 years of financial services experience preferred.
- Intermediate to advanced computer skills.
- Series 65 and Life & Health Insurance licensing required.
Responsibilities
- Responding to client inquiries.
- Opening and transferring accounts.
- Resolving issues with our custodian.
- Generating and providing financial reports.
- Processing transactions.
- Preparing client meetings.
- Sitting in on client meetings.
- Providing meeting recaps to clients.
Skills
Detail-oriented
High follow-through
Intermediate to advanced computer skills
Problem-solving
Open communication
Self-starter
Education
Series 65 license
Life & Health Insurance license
Job description
A financial advisory firm in Pennington, NJ seeks an Associate Wealth Advisor to assist in holistic retirement planning without the need for cold calling. Ideal candidates should be detail-oriented and have experience in financial services. Responsibilities include responding to client inquiries, assisting with account management, and supporting the Lead Advisor. Competitive compensation and a positive work environment are offered.
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