Client Service and Associate - Private Wealth Division

Role Description The Client Service and Associate - Private Wealth Division is a full-time, on-site role at JWM Wealth Management, LLC (JWM) is seeking a talented and knowledgeable professional to serve in the capacity of Customer Service Advisor in its Haddonfield, New Jersey office with the possibility of the job moved to Philadelphia, PA.

The Customer Service Advisor’s primary role is to support our advisory teams in Private Wealth Division in helping our clients live the best possible life. This person’s duties are multi-faceted and require strong communication and numerically oriented skills. The ideal candidate must successfully manage time, identify tasks, determine priorities, and most importantly, extend a warm and professional experience to a very select clientele.

Responsibilities & Activities

• Assist Senior Advisor in meetings which includes, prep, note taking and post meeting follow up
• Serve as primary contact in performing a wide range of financial planning duties for both new and existing clients, including: retirement modeling, risk management/insurance analysis, educational modeling, reviews of estate plan documents (with assistance), reviews of tax situation and other applicable financial planning topics. Work closely with other members of the planning team to collect and analyze data.
• Work within a defined system where client contact is made on a scheduled, proactive basis:
• Serve as lead in preparing agendas, organizing plans, preparing for client review meetings, and providing appropriate follow-up
• Coordinate all aspects of client plan presentations, including ensuring that all research and data gathering is complete, and presentation materials are prepared in a timely fashion
• Prepare and occasionally present comprehensive financial plans
• Compose and generate correspondence and client documents, including spreadsheets and reports
• Participate in the portfolio review/monitoring process and work in collaboration with investment team to manage cash flow, tax issues, etc. associated with client portfolios
• Research planning ideas
• Prepare and present concise financial planning summaries to prospective clients; provide relationship management for opportunities that are developed
• Maintain retirement plan models and assist in employee education.
• Some admin and operations duties

Knowledge, Skills & Abilities:

• Lives our core values
• Has the series 7, 65 or working towards it
• Working toward or has CFP®Company Description JWM Wealth Management is a private wealth advisory practice dedicated to helping clients achieve their financial goals, from major life events and family business continuity to long-term philanthropic legacies. With more than 25 years in financial services, the practice integrates investment strategy, tax-aware planning, and risk management to support informed decisions in all market conditions. The team partners with clients on retirement income planning, portfolio construction, estate and legacy planning coordination, business succession, and charitable giving strategies. Their philosophy emphasizes resilience, clarity, and choice, aiming to protect what clients have built while positioning them for future opportunities. JWM Wealth Management works in affiliation with Cetera Wealth Services LLC and Cetera Investment Services LLC while remaining an independent practice.
• Understands the financial planning process
• Excellent attitude and an extraordinary research ability and orientation
• Analytical mind and attention to detail
• Understands the financial markets and investments
• A genuine interest in serving and caring for other people
• Ability to use/learn software packages – Salesforce, Orion, E-money and Asset Map.

How to Apply

• Respond to this ad or email Jason.w.miller@ceterawealth.com. Only those candidates whose qualifications meet the job requirements will be contacted. No phone calls, faxes, or temporary agencies.