Wealth Management Specialist jobs in New Jersey
Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist jobs
- Bank of America
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Paramus, NJ
FULL_TIME
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Job Description:
Business Overview:
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
The Elite Growth Practice (EGP) Wealth Management Specialist position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
The Wealth Management Specialist is responsible for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management. The Wealth Management Specialist provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members. Executes problem escalation and/or problem solving of diverse scope where extensive analysis and evaluation may be required. Exercises judgment within generally defined practices and policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or she is assigned.
Qualifications
•Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.•SAFE ACT Registration; ADV-2B Required•Obtain and/or maintain at least one firm approved designation within specified timeframe•Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management•Possess and demonstrate strong communication skills•Understanding of how to deliver a strong overall client experience•Thorough knowledge and understanding of the suite of Wealth Management products and services•Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once•Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels•Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority•Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk•Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support responsible growthShift:
1st shift (United States of America)Hours Per Week:
37.5 - 4 Days Ago
- EisnerAmper Wealth Management & Corporate Benefits, LLC
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Iselin, NJ
FULL_TIME
- Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next ste...
- 1 Month Ago
- Modera Wealth Management
-
New Providence, NJ
FULL_TIME
- Wealth Management Firm Seeks CRM Product Manager Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehens...
- 1 Month Ago
- Modera Wealth Management
-
Westwood, NJ
FULL_TIME
- Wealth Management Firm Seeks CRM Product Manager Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehens...
- 1 Month Ago
- Navesink Wealth Management
-
Middletown, NJ
PART_TIME,FULL_TIME,TEMPORARY,OTHER
- Experienced Income Tax Preparer Established and reputable Wealth Management firm in Middletown, NJ seeking seasonal, experienced tax professional that can prepare and review tax returns for tax season...
- 23 Days Ago
- Modera Wealth Management
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Westwood, NJ
FULL_TIME
- Wealth Management Firm Seeks Planning Associate – Westwood, NJ Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients thro...
- 24 Days Ago
Wealth Management Specialist jobs at Popular Companies
- Canadian Imperial Bank of Commerce
-
Houston, TX
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are ded...
- 4/23/2024 12:00:00 AM
- Wealth Strategies
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- Financial Representative Wealth Strategies: Greenwood Village & Fort Collins, CO | Salt Lake City, UT Overview Are you a...
- 4/23/2024 12:00:00 AM
- First Recruiting, LLC
-
Chicago, IL
- The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
- 4/22/2024 12:00:00 AM
- Mai Wealth Management Inc.
-
Saint Louis, MO
- Job Description Job Description GENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dyn...
- 4/22/2024 12:00:00 AM
- The Fairmont Jasper Park Lodge
-
Jasper, IN
- HUB International Jasper Personal Insurance Executive HUB International Jasper, ABHybrid workPermanent, Full-timeHUB Int...
- 4/22/2024 12:00:00 AM
- Carnegie Investment Counsel
-
Indianapolis, IN
- Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
- 4/20/2024 12:00:00 AM
- Carnegie Investment Counsel
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Indianapolis, IN
- Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
- 4/20/2024 12:00:00 AM
- First Recruiting Llc
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Chicago, IL
- The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
- 4/20/2024 12:00:00 AM