2 Wealth Management Client Associate Jobs in Roseland, NJ
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Magellan Financial is Hiring a Wealth Management Client Associate Near Roseland, NJ
Welcome to Our Empowering Team at Diversified Planning Strategies, Roseland, New Jersey
About Us:
Nestled within the vibrant community of Roseland, New Jersey, Diversified Planning Strategies shines as a guiding light in the realm of financial advising. Driven by a profound dedication to transforming retirement planning into an experience filled with transparency, stability, and abundance, we embed a spirit of innovation, honesty, and deep-seated dedication to enabling our clients to achieve their aspirations into every facet of our service.
The Role:
As a Wealth Management Client Associate on our team, you are at the heart of our client experience. Your position guarantees that every interaction is smooth and enriches the relationship with every client, whether they are recent additions to our community or long-standing members who have remained loyal through various challenges. Your knowledge in life insurance, SEC-registered RIA procedures, and fixed-indexed annuities is the foundation of our commitment to delivering security, development, and tranquility.
Key Responsibilities:
- Handle annuity and life insurance applications with grace and expertise, ensuring every client feels valued and supported.
- Manage new account documentation and ACAT processes, creating a welcoming and frictionless onboarding experience.
- Collaborate closely with our advisory team, uplifting our service delivery through your organized, thoughtful approach.
Who We’re Looking For:
- Proficiency in “Firelight” software and a robust understanding of fixed-indexed annuity applications.
- Experience with life insurance applications, Fee-Based Advisory new account paperwork, and ACAT documents.
- A detail-focused, dependable team player who centers clients in all you do.
- An eager learner and adaptable professional, ready to grow with us and pursue a fulfilling career path.
- Someone with a blend of passion, dedication, and a dash of financial innovation, prepared to seize the vibrant opportunities we offer.
Why Join Diversified Planning Strategies?
Joining our team transcends merely beginning a new position—it signifies the start of a career brimming with potential for advancement, the gratification of effecting meaningful change, and the privilege of being at the forefront of financial innovation. Your efforts will have a direct impact on numerous individuals, steering them towards a future marked by stability and wealth. This opportunity allows you to hold a significant role in a group that values diligence, dedication, and a sincere commitment to mutual support. This isn’t merely a job offer; it's an invitation to forge your future alongside us.
Please note, this position requires on-site presence and does not offer remote work options.
At Diversified Planning Strategies, we deeply value diversity and inclusivity, proudly embracing our role as an Equal Opportunity Employer.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Compensation package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Relocate:
- Roseland, NJ: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
Investment Management
$82k-121k (estimate)
04/06/2024
04/22/2024
magellangroup.com.au
DAWES POINT, NEW SOUTH WALES
100 - 200
2006
BRETT PETER CAIRNS
$200M - $500M
Investment Management
Related Companies
The job skills required for Wealth Management Client Associate include Wealth Management, Planning, Futures, Onboarding, Dedication, Innovation, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Client Associate positions, which can be used as a reference in future career path planning. As a Wealth Management Client Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Client Associate. You can explore the career advancement for a Wealth Management Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Wealth Management Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Wealth Management Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Wealth Management Client Associate job description and responsibilities
Performing day-to-day administrative tasks, such as responding to client emails and requests.
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Resolving the issues and concerns of clients with input from the wealth manager.
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Analyzing financial statements and market trends, and compiling reports for the wealth manager and clients.
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Completing and submitting investment-related documents, including applications and withdrawal forms.
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Compiling customized investment presentations for potential and existing clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Wealth Management Client Associate jobs
Have a Sense of Purpose and Meaning.
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Create the Most Complete Retirement Plan Possible.
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Keep a Schedule and Structure.
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Don’t Forget to Plan for a Long-Term Care Need.
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Start a Retirement Planning Club.
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Step 3: View the best colleges and universities for Wealth Management Client Associate.
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