Junior Financial Advisor & Client Services Specialist

OnePoint BFG Wealth Partners; New Jersey; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and benefits

Collaborative team environment

Ongoing professional development

Job summary

OnePoint BFG Wealth Partners in Parsippany, NJ invites a Junior Financial Advisor to join on-site. This role blends client-service support with advisor-facing operations, ensuring advisors have the tools, systems, and timely information to service clients and grow relationships.

You will maintain CRM data, coordinate with operations, compliance, technology, and trading, and assist with client planning tasks. Ideal for someone aiming to progress to a Servicing Advisor.

Qualifications

• Bachelor’s degree in Finance or a closely related field, or equivalent experience in the financial services industry.
• 3-5 years of experience in wealth management, financial planning, and/or asset management business in a client service or operations role, preferably in an RIA, wealth management, or brokerage firm.
• Knowledge of financial products, account types, and investment industry terminology.
• Experience with account opening, transfer processing, and move money transactions is highly desirable.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook).
• Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus.
• Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement.

Responsibilities

• Client and Advisor-Facing Communications: Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally.
• Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service.
• Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed.
• CRM Maintenance/Compliance: Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date.
• Track interactions, manage contact details, and log important notes regarding client preferences or needs.
• Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively.
• Staying updated on and abiding by all OnePoint BFG Compliance requirements.
• Meet with assigned clients to discuss their financial aspirations, such as retirement planning, college savings, wealth accumulation, or debt management.
• Assesses assigned clients' financial status, including income, expenses, assets, liabilities, insurance coverage, and risk tolerance.
• Create or assist in creating customized financial plans tailored to individual needs, encompassing investment strategies, budgeting, debt reduction plans, tax strategies, and recognizing gaps in their current financial situation. Regularly monitor and update plans.
• Educate assigned clients on various investment options, potential risks, and help them select appropriate investments based on their goals and risk tolerance.

Skills

Client service

Communication

Attention to detail

Problem solving

Education

Bachelor’s degree in Finance or related field

Tools

Salesforce

Schwab

Fidelity

Pershing

Microsoft Office

Job description

OnePoint BFG Wealth Partners in Parsippany, NJ invites a Junior Financial Advisor to join on-site. This role blends client-service support with advisor-facing operations, ensuring advisors have the tools, systems, and timely information to service clients and grow relationships.

You will maintain CRM data, coordinate with operations, compliance, technology, and trading, and assist with client planning tasks. Ideal for someone aiming to progress to a Servicing Advisor.