Client Relations & Financial Planning Associate

130 Raymond James Financial Services, Inc.; Bedminster Township (NJ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan with match

Paid time off

Job summary

Money at Work, LLC is seeking a registered Associate Advisor to manage and nurture existing client relationships with high-touch service. This full-time role focuses on client satisfaction, retention, and supporting firm growth through strategic client support rather than new business prospecting.

Responsibilities include meetings, portfolio reviews, and compliance-ready documentation, with a strong emphasis on personalized service and timely communications.

Qualifications

• Bachelor’s Degree and 3+ years financial services experience.
• SIE, Series 7, Series 66 certifications required or equivalent.
• Experience supporting high-net-worth clients is a plus.

Responsibilities

• Proactively manage and deepen relationships with assigned clients.
• Be the main point of contact for non-transactional client needs and ensure concerns are addressed.
• Schedule, attend, and facilitate client meetings to review portfolios, performance, and goals.
• Manage client referrals and onboarding into the firm.
• Conduct quarterly and annual client reviews to align goals with life changes.

Skills

Client relations

Communication

Attention to detail

Team collaboration

Education

Bachelor’s Degree

Tools

CRM software

Microsoft Office

Financial planning software

Job description

Money at Work, LLC is seeking a registered Associate Advisor to manage and nurture existing client relationships with high-touch service. This full-time role focuses on client satisfaction, retention, and supporting firm growth through strategic client support rather than new business prospecting.

Responsibilities include meetings, portfolio reviews, and compliance-ready documentation, with a strong emphasis on personalized service and timely communications.