CPS, Inc.

Financial Client Relationship Consultant

Morristown, New Jersey, USFull-timeYesterdayvia LinkedIn

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Salary

Job type

Full-time

Location

Morristown, New Jersey, US

Remote

Posted

Yesterday

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Job description

Location: Morristown, NJ (Hybrid 3 days in office / 2 days work from home)

Compensation: $80,000-$100,000, Full Benefits, 401k with a match, PTO and Tuition Reimbursement among others

Job Description

A growing advisory firm in Northern New Jersey is looking to a add to staff an experience financial professional who will be collaborating with a team of wealth advisors. This individual should be comfortable with phone, video, and face to face contact in order to build and maintain relationships with high-net worth individual and institutional clients. The ideal person will be someone who can multitask and prioritize between operational and customer-centric tasks. This professional will be a critical asset to the team of advisors and will have the ability to grow in this role.

Requirements

2+ years of financial and/or wealth management experience

2+ years of financial client service

FINRA licensing - Ideally Series 65

Responsibilities

This professional will be a critical asset to the team of advisors and will have the ability to grow in this role

Qualifications

This individual should be comfortable with phone, video, and face to face contact in order to build and maintain relationships with high-net worth individual and institutional clients
The ideal person will be someone who can multitask and prioritize between operational and customer-centric tasks
2+ years of financial and/or wealth management experience
2+ years of financial client service
FINRA licensing - Ideally Series 65