Wealth Management Associate - NJ, Secaucus (3871)

Equitable; Secaucus (NJ); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player in wealth management is seeking motivated individuals to join their team. This role offers a unique opportunity to build long-term relationships with clients while pursuing professional growth through comprehensive training and support for FINRA licensing. With a strong commitment to diversity and community impact, the organization provides a flexible work-life balance and a comprehensive benefits package. If you are passionate about financial services and eager to make a difference, this role could be the perfect fit for you.

Benefits

Health and Dental Coverage

401(k) Plan with Company Match

Employee Stock Purchase Plan

Flexible Work-Life Balance

Training and Support for Licensing

Qualifications

• Willingness to pursue FINRA licensing and professional designations.
• Strong networking skills and commitment to inclusivity.

Responsibilities

• Build and maintain long-term client relationships to understand their financial needs.
• Participate in training for client relationship management skills.

Skills

Networking Skills

Entrepreneurial Mindset

Client Relationship Management

Community Engagement

Education

FINRA Licensing

Professional Designations (CFP, ChFC)

Job description

Employer Industry: Wealth Management Firm

Why consider this job opportunity:

1. Opportunity for career advancement and growth within the organization, including management positions
2. Comprehensive benefits package including health and dental coverage, 401(k) plan with company match, and Employee Stock Purchase Plan
3. Flexible work-life balance allowing you to align with your authentic self
4. Access to training and support for FINRA licensing and professional designations such as CFP and ChFC
5. Engagement in community impact programs and initiatives promoting diversity and inclusion
6. Remote work technology solutions provided for effective client relationship management

What to Expect (Job Responsibilities):

1. Build and maintain long-term relationships with clients to understand their financial needs and goals
2. Participate in training programs to develop skills in client relationship management and product knowledge
3. Navigate state licensing needs with support from the employer
4. Engage in local and national development programs for hands-on experience and professional growth
5. Promote the employer's financial services and products to address evolving financial needs

What is Required (Qualifications):

1. Must be willing to pursue FINRA licensing requirements
2. Demonstrated patterns of success and entrepreneurial mindset
3. Strong networking skills and a desire to shape and protect the future for clients
4. Commitment to fostering an inclusive work environment
5. Ability to engage in community service and social impact initiatives

How to Stand Out (Preferred Qualifications):

1. Previous experience in a sales or client relationship role
2. Pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER (CFP) or Chartered Financial Consultant (ChFC)
3. Background in financial services or related fields
4. Engagement in diversity, equity, and inclusion initiatives
5. Interest in leadership development opportunities

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.