Top 108 Finance associate Jobs in Morristown, Nj

Registered Wealth Management Client Associate
Bank of America —Florham Park, NJ
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Equitable Advisors —Morristown, NJ
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Investment Associate (Financial Services) NJ
Hennion & Walsh Inc —Parsippany-Troy Hills, NJ
- $30,000 - $61,000 a year
- Customer service
- Office
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
Wealth Management Associate (New Jersey)
WealthBridge Financial Group —Morristown, NJ
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
Quick Apply
7d
Associate Private Banker
Morgan Stanley —Morristown, NJ
- $85,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Paid holidays
13d
J.P. Morgan Wealth Management - Private Client Investment Associate - Fair Lawn, NJ
JPMorganChase —Fair Lawn, NJ
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Financial Advisory - Client Service Associate
Kestra Financial —Morristown, NJ
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Senior Planning & Analysis Associate - PGIM Finance (Hybrid)
PGIM —Newark, NJ
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Employee stock purchase plan
- Disability insurance
Financial Advisor Associate-Series 7 Required
Hennion & Walsh Inc —Parsippany-Troy Hills, NJ
- $60,000 - $80,000 a year
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Finance Associate
Sysco —Jersey City, NJ
- $28 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
MIM - Associate - Private Capital
MetLife —Whippany, NJ
- $110,000 - $130,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Residential
- Paid holidays
- Disability insurance
14d
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Jersey City, NJ
- $29.28 - $59.81 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
7d
PGIM: Senior Investment Associate, Asset Based Finance (Hybrid/Newark, NJ)
PGIM —Newark, NJ
- $140,000 - $155,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Employee stock purchase plan
- Disability insurance
Client Relations Associate
Harding Loevner LP —Bridgewater, NJ
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
HCPC Finance Associate
St. Joseph's Health —Paterson, NJ
- $24.90 - $34.87 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Bachelor's degree
- 403(b) matching
- Paid holidays
14d
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
21h
Associate Manager, Client Finance
Precision AQ —Gladstone, NJ
- $91,000 - $137,000 a year
- Online Application
- Remote
- Writing skills
- Finance
- Supervising experience
Quick Apply
Associate Manager, Client Finance
Precision Medicine Group —Gladstone, NJ
- $91,000 - $137,000 a year
- Online Application
- Remote
- Writing skills
- Finance
- Supervising experience
Registered Client Service Associate
Morgan Stanley —Paramus, NJ
- $68,000 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
Licensed Wealth Management Associate (Series 6 or 7 Required)
Hennion & Walsh Inc —Parsippany-Troy Hills, NJ
- $60,000 - $85,000 a year
- Microsoft Outlook
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply

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Registered Wealth Management Client Associate

Bank of America -
Florham Park, NJ

Apply Now

Job Details

Full-time
$25 - $45 an hour

Qualifications

Investment
Customer communication
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) ** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**
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 morristown, nj

Registered Wealth Management Client Associate

Wealth Management Associate

Investment Associate (Financial Services) NJ

Wealth Management Associate (New Jersey)

Associate Private Banker

J.P. Morgan Wealth Management - Private Client Investment Associate - Fair Lawn, NJ

Financial Advisory - Client Service Associate

Senior Planning & Analysis Associate - PGIM Finance (Hybrid)

Financial Advisor Associate-Series 7 Required

Finance Associate

MIM - Associate - Private Capital

Associate Wealth Advisor, Schwab Wealth Advisory

PGIM: Senior Investment Associate, Asset Based Finance (Hybrid/Newark, NJ)

Client Relations Associate

HCPC Finance Associate

ASSOCIATE FINANCIAL ADVISOR

Associate Manager, Client Finance

Associate Manager, Client Finance

Registered Client Service Associate

Licensed Wealth Management Associate (Series 6 or 7 Required)

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