Wealth Management Associate: Client-Focused Planner

Beacon Trust; Morristown (NJ); On-site; USD 61,600 - 88,000; Full time

Benefits offered by this job

Health and Wellness benefits

401(k) Retirement Plan

Paid time-off (PTO)

Tuition Disbursement and Loan Repayment programs

Job summary

Beacon Trust is looking for an Associate Relationship Manager II in Morristown, NJ. This professional role focuses on supporting senior relationship managers in financial planning and relationship management. Key responsibilities include developing financial plans, direct client interaction, and assisting with various planning requests.

The ideal candidate should have an Associate’s degree and 3 to 5 years of relevant experience in the financial industry, along with strong communication skills and proficiency in Microsoft Office.

Qualifications

• 3 to 5 years related experience in the financial industry.
• Proven client service delivered in a timely professional manner.
• Good communication and interpersonal skills.

Responsibilities

• Develop sophisticated financial plans.
• Assist the advisor with client requests.
• Direct client interaction to process requests and new accounts.

Skills

Client service

Financial planning

Communication skills

Organizational skills

Teamwork

Proficiency in Microsoft Office

Education

Associate’s degree

Bachelor’s degree in Management, Finance or Business Administration (preferred)

Tools

eMoney

Salesforce

Envestnet Tamarac

Job description

Beacon Trust is looking for an Associate Relationship Manager II in Morristown, NJ. This professional role focuses on supporting senior relationship managers in financial planning and relationship management. Key responsibilities include developing financial plans, direct client interaction, and assisting with various planning requests.

The ideal candidate should have an Associate’s degree and 3 to 5 years of relevant experience in the financial industry, along with strong communication skills and proficiency in Microsoft Office.