Entry-Level Wealth Management Associate

Csi-Group; Wall Township (NJ); On-site; USD 42,000 - 52,000; Full time

Job summary

CSI Group, a leading financial services firm, seeks an entry‑level Financial Services Associate to support the Wealth Management Team and enhance member service. You’ll gain hands‑on exposure to wealth management products, client interactions, and operational workflows under experienced Advisors.

This role is ideal for early‑career professionals who are organized, curious, and eager to contribute to a high‑performing team within CSI Group.

Qualifications

• Bachelor's degree in Finance or Business required or preferred; related coursework or internship experience considered.
• Series 7 license preferred; candidates actively pursuing licensure are encouraged to apply.
• Life/Health Insurance licensing a plus.
• Familiarity with platforms such as Charles Schwab or LPL is a plus but not required.

Responsibilities

• Wealth management and member support: Develop foundational knowledge of wealth management products and services.
• Assist Financial Advisors in delivering consistent service to members, including inquiries when the Advisor is unavailable.
• Support scheduling and coordination of the Financial Advisor's appointment calendar.
• Provide administrative assistance with member interactions and order processing as licensure and experience allow.
• Operations and service support: Coordinate daily workflow and appointment management for assigned Financial Advisors.
• Respond to member inquiries and escalated concerns appropriately.
• Maintain awareness of current wealth management product offerings and updates.
• Perform operational and administrative duties to support team efficiency.

Skills

Interpersonal skills

Communication skills

Organizational skills

Self-starting attitude

Education

Bachelor's degree in Finance or Business

Series 7 license

Life/Health Insurance licensing (plus)

Tools

Charles Schwab

LPL

Redtail CRM

Job description

CSI Group, a leading financial services firm, seeks an entry‑level Financial Services Associate to support the Wealth Management Team and enhance member service. You’ll gain hands‑on exposure to wealth management products, client interactions, and operational workflows under experienced Advisors.

This role is ideal for early‑career professionals who are organized, curious, and eager to contribute to a high‑performing team within CSI Group.