Capacity Planning Supervisor jobs in Paterson, NJ

We are looking for a full-time Support Specialist (Investments) to assist successful financial advisors at our Rockaway, NJ office. This individual must be detail-oriented, a strong problem solver, and someone who takes ownership on issues and sees them through. Candidates MUST be investment licensed and have experience.

This position is on-site, Monday through Friday, from 8am to 5pm. Paid training will take place at our Woodcliff Lake, NJ office.

What you’ll be doing…

Investment Specialist

· Discuss and explain insurance policies, investment accounts, etc. Must understand different retirement account types.

· Assist with asset rollover process.

· Manage execution of Required Distributions, Money Movements, and ROTH Conversions (Non-Qualified Stretch, Beneficiary IRA, RMDs, etc.).

· Prepare NetX paperwork, ensuring accounts are opened and funded.

· Keep ongoing investment notes for all accounts.

· Create and manage Living Balance Sheet for all new clients.

Client Services

· Assist clients with problems, questions. Ability to have educated investment/insurance conversations. Follow through problems until they are completed resolved.

· Oversee the claims process and confirm paperwork is completed and submitted appropriately. Ensure positive client experience.

Administrative Duties

· Calendar Management: Identify meetings that need to be scheduled, confirm all details are present for virtual meetings (Zoom), send confirmations, etc.

· Meeting Preparation: Assist in compiling exhibits for meetings.

· All other duties as required.

Our Commitment…

· Mutual Respect – We want clients to advocate for themselves. We also know the process can vary for each client. As a team member, you’ll understand how to engage and empathize with clients while drawing on knowledge that breaks through the noise with clarity of purpose to build better financial futures.

· Doing the Right Thing – We invite constructive and productive conversations across our firm and with our clients. Feedback can be difficult, and it is integral to your continued growth and development.

· Community Involvement – We believe in building community through philanthropy. Team members answer the call of charitable service by partnering with nationally recognized non-profits, including but not limited to United Way and Habitat for Humanity.

Basic Qualifications:

· Must be a US citizen or permanent resident.

· Experienced with Microsoft Outlook, Word, and Excel.

· Experienced with NetX360

· Securities licensed: SIE, 66

· Strong communication skills, especially when discussing investment products and insurance.

· Extremely detail oriented.

Preferred Qualifications:

· A four‐year college degree

· Series 7

Job Types: Full-time, Permanent

Pay: $75,000.00 - $80,000.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Rockaway, NJ 07866: Relocate before starting work (Required)

Work Location: In person