Wealth Management Advisor

Insight Global; Madison (NJ); On-site; USD 110,000 - 165,000; Full time

Job summary

A wealth management firm is seeking an Associate Wealth Advisor to manage client relationships and support advisors in a fast-paced environment. The ideal candidate should have over 5 years of experience in a wealth management firm and possess strong communication skills. This is a full-time position based in Madison, NJ offering a competitive salary range of $110,000 - $165,000.

Qualifications

• 5+ years' experience with client advising for an RIA or private wealth management firm.

Responsibilities

• Independently handle client relationships.
• Support advisors on meeting preparation and reporting.
• Manage firm’s enterprise tools, technology, and reports.

Skills

Client advising

Communication skills

Education

Bachelor's Degree in Finance or related field

Job description

Overview

We are looking for an Associate Wealth Advisor to join a growing wealth management firm. The Associate Wealth Advisor will be responsible for managing client relationships from beginning to end.

The day-to-day will consist of independently handling client relationships, supporting advisors on meeting preparation and reporting, and managing the firm's enterprise tools, technology, and reports. The ideal candidate will have 5+ years' experience in an RIA or independent wealth management firm, independent experience with providing financial advice to clients, and strong communication skills.

Base pay range

$110,000.00/yr - $165,000.00/yr

Location: Madison, NJ

Duration: Perm/Direct Hire

Required Skills & Experience

• 5+ year's experience with client advising for an RIA or private wealth management firm


• Bachelor's Degree in Finance or related field

Job Description

We are looking for an Associate Wealth Advisor to join a growing wealth management firm. The Associate Wealth Advisor will be responsible for managing client relationships from beginning to end. The day-to-day of the Associate Wealth Advisor will consist of independently handling client relationships, supporting advisors on meeting preparation and reporting, and managing the firm's enterprise tools, technology, and reports. The ideal candidate will have 5+ years' experience in a RIA or independent wealth management firm, independent experience with providing financial advice to clients, and strong communication skills.

Exact compensation may vary based on several factors, including skills, experience, and education.

Compensation: $110,000 - $165,000

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

Industries

• Financial Services and Investment Management