Financial Client Relationship Associate

JCW Group; Jericho (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

JCW Group in New York seeks a Financial Client Relationship Associate to support clients with financial planning, investment recommendations, and ongoing account needs.

You will serve as a client-facing liaison, balance relationship management with hands-on planning, and handle administrative responsibilities while assisting with business development initiatives within a close-knit team.

Qualifications

• Must hold Series 7 and Series 66 licenses.
• Experience working with clients in financial services, wealth management, or related environment.
• Experience with financial planning and investment recommendations.
• Strong communication and relationship management skills.
• Ability to work effectively within a small, collaborative team.
• CFP, CPA, and/or EA designation is a plus.

Responsibilities

• Serve as a point of contact for clients and assist with ongoing relationship management.
• Handle client account maintenance and day-to-day service needs.
• Develop financial plans based on clients' goals and circumstances.
• Provide recommendations related to financial products, planning strategies, and investments.
• Support general administrative needs across the firm.
• Assist with marketing and business development initiatives.
• Maintain accurate client information and documentation.

Skills

Relationship management

Financial planning

Investment recommendations

Education

Series 7 & 66 licenses

CFP/CPA/EA designation preferred

Job description

Our client is looking for a Financial Client Relationship Associate to support clients across financial planning, investment recommendations, and ongoing account needs. This is a client-facing role for someone who can balance relationship management with hands-on financial planning and administrative responsibilities. The position also offers the opportunity to contribute to business development and marketing efforts as part of a close-knit team.

Key Responsibilities

• Serve as a point of contact for clients and assist with ongoing relationship management
• Handle client account maintenance and day-to-day service needs
• Develop financial plans based on clients' goals and circumstances
• Provide recommendations related to financial products, planning strategies, and investments
• Support general administrative needs across the firm
• Assist with marketing and business development initiatives
• Maintain accurate client information and documentation

Qualifications

• Series 7 and Series 66 licenses required
• Experience working directly with clients in financial services, wealth management, or a related environment
• Experience with financial planning and investment recommendations
• Strong communication and relationship management skills
• Ability to work effectively within a small, collaborative team
• CFP, CPA, and/or EA designation is a plus