Retirement Planning Associate Wealth Advisor

Palante Wealth Advisors; Pennington (NJ); On-site; USD 160,000 - 190,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Tuition assistance

Job summary

A financial advisory firm in Pennington, NJ seeks an Associate Wealth Advisor to assist in holistic retirement planning without the need for cold calling. Ideal candidates should be detail-oriented and have experience in financial services. Responsibilities include responding to client inquiries, assisting with account management, and supporting the Lead Advisor. Competitive compensation and a positive work environment are offered.

Qualifications

• 3 years of financial services experience preferred.
• Intermediate to advanced computer skills.
• Series 65 and Life & Health Insurance licensing required.

Responsibilities

• Responding to client inquiries.
• Opening and transferring accounts.
• Resolving issues with our custodian.
• Generating and providing financial reports.
• Processing transactions.
• Preparing client meetings.
• Sitting in on client meetings.
• Providing meeting recaps to clients.

Skills

Detail-oriented

High follow-through

Intermediate to advanced computer skills

Problem-solving

Open communication

Self-starter

Education

Series 65 license

Life & Health Insurance license

Job description

A financial advisory firm in Pennington, NJ seeks an Associate Wealth Advisor to assist in holistic retirement planning without the need for cold calling. Ideal candidates should be detail-oriented and have experience in financial services. Responsibilities include responding to client inquiries, assisting with account management, and supporting the Lead Advisor. Competitive compensation and a positive work environment are offered.