Top 995 Finance associate Jobs in Iselin, Nj

Registered Wealth Management Client Associate
Bank of America —Iselin, NJ
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
ASSOCIATE FINANCIAL ADVISOR
Ameriprise Financial —Florham Park, NJ
- From $60,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Dental insurance
- Vision insurance
3d
Senior Associate, Finance
SCOR —New York, NY
- $91,500 - $112,000 a year
- Hybrid work
- CPA
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Senior Associate/VP, Credit (Fund Finance)
Macquarie Group Limited —New York, NY
- $138,000 - $186,000 a year
- Full-time
- 5 years
- Finance
- Analysis skills
- Paid parental leave
- Health savings account
Senior Associate, Digital Infrastructure Investing
Macquarie Group Limited —New York, NY
- $185,000 - $235,000 a year
- Full-time
- Mid-level
- Analysis skills
- Mentoring
- Paid parental leave
- Health savings account
2d
Portfolio Manager Associate
City National Bank —New York, NY
- $92,114 - $156,880 a year
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Associate, Private Credit, Infrastructure Debt Investment
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Regulatory Associate Investment Management
City National Bank —New York, NY
- $92,114 - $156,880 a year
- 7 years
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
2d
Associate Director, Finance Legal Entity Responsible US + Canada
Lonza —Morristown, NJ
- $132,000 - $186,900 a year
- Full-time
- Hybrid work
- Management
- CPA
- Office
- Disability insurance
- Health insurance
Analyst/Associate, Software and Services M&A
Macquarie Group Limited —New York, NY
- $110,000 - $175,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
Associate, Private Credit, Real Estate
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Paid parental leave
- Health savings account
Senior Associate, Financial Planning & Analysis - Strategic Tech Finance
Capital One —New York, NY
- Email
- Military
- Mid-level
- Office
- Health insurance
8h
Analyst/Associate, Infrastructure & Energy M&A/Advisory
Macquarie Group Limited —New York, NY
- $110,000 - $200,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Paid parental leave
- Health savings account
Analyst or Associate, Equity and Capital Solutions
Macquarie Group Limited —New York, NY
- $120,000 - $210,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
NY Partner/Senior Associate: Financial services litigation/securities/FINRA
KeyStaff —Manhattan, NY
- $200,000 - $250,000 a year
- Email
- Writing skills
- Business development
- Analysis skills
Quick Apply
Real Estate Finance Associate Attorney
Leoforce —New York, NY
- $200,000 - $300,000 a year
- Mid-level
- Communication skills
- Negotiation
- Paid time off
- Flexible schedule
Quick Apply
8d
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
2d
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
2d

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Registered Wealth Management Client Associate

Bank of America -
Iselin, NJ

Apply Now

Job Details

Full-time
$26.50 - $42.00 an hour

Qualifications

Investment
Customer communication
High school diploma or GED
Series 7
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

finance associate jobs in iselin, nj

Registered Wealth Management Client Associate

Associate Manager, Financial Planning

ASSOCIATE FINANCIAL ADVISOR

Senior Associate, Finance

Senior Associate/VP, Credit (Fund Finance)

Senior Associate, Digital Infrastructure Investing

Portfolio Manager Associate

Associate, Private Credit, Infrastructure Debt Investment

Regulatory Associate Investment Management

Wealth Management Associate

Associate Director, Finance Legal Entity Responsible US + Canada

Analyst/Associate, Software and Services M&A

Associate, Private Credit, Real Estate

Senior Associate, Financial Planning & Analysis - Strategic Tech Finance

Analyst/Associate, Infrastructure & Energy M&A/Advisory

Analyst or Associate, Equity and Capital Solutions

NY Partner/Senior Associate: Financial services litigation/securities/FINRA

Real Estate Finance Associate Attorney

Wealth Management Associate

Wealth Management Associate

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