What are the responsibilities and job description for the Financial Client Relationship Consultant position at CPS, Inc.?
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
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