Entry-Level Wealth Management Associate - Growth & Impact

CSI Group; Wall Township (NJ); On-site; USD 48,000 - 64,000; Full time

Job summary

CSI Group, a leading financial services firm in New Jersey, seeks an entry-level Financial Services Associate to support wealth management operations, member service, and administrative functions. This role offers hands-on exposure to wealth products and client interactions under experienced advisors.

You will learn product offerings, assist advisors, and help coordinate appointments while gaining licensure experience.

Qualifications

• Bachelor's degree in Finance, Business, or a related field preferred.
• 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; Redtail is a plus but not required.
• Proficiency in Microsoft Word and Excel.
• Strong organizational skills with a proactive, self-starting attitude.
• Excellent interpersonal and communication skills.
• Ability to manage multiple priorities and work with minimal supervision.

Responsibilities

• Wealth Management and Member Support: build knowledge of wealth management products and services.
• Assist Financial Advisors in delivering consistent service to members.
• Coordinate scheduling and calendar for Financial Advisors.
• Provide administrative assistance with member interactions and order processing as licensure allows.
• Operations and Service Support: manage daily workflow and appointments.
• Respond to member inquiries and elevate concerns as needed.
• Maintain awareness of current wealth management offerings.
• Perform administrative duties to support team efficiency.

Skills

Excellent interpersonal &communication

Strong organizational skills

Ability to manage multiple priorities

Proactive self-starter

Team player

Education

Bachelor's degree in Finance or Business

Series 7 license preferred

Life/Health Insurance licensing preferred

Tools

MS Word

MS Excel

CRM experience (Redtail)

Familiarity with Schwab/LPL platforms

Job description

CSI Group, a leading financial services firm in New Jersey, seeks an entry-level Financial Services Associate to support wealth management operations, member service, and administrative functions. This role offers hands-on exposure to wealth products and client interactions under experienced advisors.

You will learn product offerings, assist advisors, and help coordinate appointments while gaining licensure experience.