Top 1448 Client advisor Jobs in Mountain Lakes Nj

Junior Advisor
Summit Financial, LLC —Parsippany-Troy Hills, NJ
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Advisor, Contact Center Night Shift (Temp to Perm)
Tiffany & Co. —Parsippany-Troy Hills, NJ
- $23 an hour
- Weekends as needed
- US work authorization
- Computer skills
- Communication skills
Tax Accountant - In-Store
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Retail Tax Expert
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Tax Accountant – Retail Location
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Seasonal Tax Expert - In-Store
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
NJ Personal Lines Insurance Customer Service Rep
David M Hundertmark Agency Inc —Pompton Lakes, NJ
- $40,000 - $56,000 a year
- Full-time
- Microsoft Excel
- English
- Mid-level
Quick Apply
Experienced Tax Professional - Retail
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Senior Tax Expert – Retail
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Senior Tax Professional – In-Store
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Experienced Tax Expert – In-Store
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Tax Expert - TurboTax Store
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Seasonal Tax Expert - In-Store
Intuit —Paramus, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Retail Tax Expert
Intuit —Paramus, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Licensed Tax Accountant – In-Store
Intuit —Morristown, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Experienced Tax Professional - Retail
Intuit —Paramus, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Senior Tax Expert – Retail
Intuit —Paramus, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Seasonal Tax Expert - In-Store
Intuit —Newark, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h
Retail Tax Expert
Intuit —Hoboken, NJ
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
10h

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client advisor jobs near mountain lakes nj

Junior Advisor

Summit Financial, LLC -
Parsippany-Troy Hills, NJ

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Microsoft Excel
Research
Series 7
Business development
Organizational skills
Financial services
Productivity software
Data analysis software

Full Job Description

Company Overview

Summit Financial LLC is a ~$30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron’s & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquarters in Parsippany, New Jersey.

Position Overview

We are seeking a motivated and detail-oriented Junior Advisor to support one of our Financial Advisor teams and deliver an exceptional client experience. This role is ideal for someone with prior experience in the financial services industry who is looking to grow into a full advisor role over time, including developing their own book of business. Initially, this position will focus on prospecting, client service, financial planning support, and administrative execution. With demonstrated performance and initiative, there is a clear path for growth into a Junior Advisor and eventually a Lead Advisor role.

Key Responsibilities

Client & Advisor Support

Attend client meetings with advisors, take detailed notes, and track follow-up action items
Prepare post-meeting summaries and client communications outlining next steps
Serve as a point of contact for client service requests and inquiries

Meeting & Planning Preparation

Prepare meeting agendas, financial reports, and planning materials
Organize and maintain client files, paperwork, and documentation
Assist with onboarding new clients and managing ongoing account updates

Financial Planning & Investment Support

Assist advisors with financial planning projects, including research, data gathering, and client analysis
Support portfolio reviews, risk assessments, and investment-related tasks
Shadow advisors during trading and portfolio management activities

Growth & Development

Prospecting, new client acquisition, learn how to prospect and acquire new clients
Learn advisory workflows, compliance requirements, and client relationship management
Progress toward taking on advisory responsibilities based on experience and licensing
Other duties as assigned

Qualifications & Preferred Experience

Required:

Strong organizational skills and exceptional attention to detail
Excellent written and verbal communication skills
Ability to work collaboratively in a fast-paced, client-focused environment
Proficiency with Microsoft Office (Word, Excel, PowerPoint)

Preferred:

Prior experience in the financial services industry and or insurance industry
Experience handling client paperwork, account forms, and operational processes
Series 7 and/or Series 65 licenses (or willingness to obtain) Life and Health license
Familiarity with eMoney, SalesForce, Addepar software is ideal
Strong interest in financial planning, investments, and long-term career growth as an advisor

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: Hybrid remote in Parsippany-Troy Hills, NJ 07054

Quick Apply

Refine Your Search

client advisor jobs in mountain lakes nj

Junior Advisor

Client Advisor, Contact Center Night Shift (Temp to Perm)

Tax Accountant - In-Store

Retail Tax Expert

Tax Accountant – Retail Location

Seasonal Tax Expert - In-Store

NJ Personal Lines Insurance Customer Service Rep

Experienced Tax Professional - Retail

Wealth Management Associate

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Experienced Tax Expert – In-Store

Tax Expert - TurboTax Store

Seasonal Tax Expert - In-Store

Retail Tax Expert

Licensed Tax Accountant – In-Store

Experienced Tax Professional - Retail

Senior Tax Expert – Retail

Seasonal Tax Expert - In-Store

Retail Tax Expert

I want to receive the latest job alert for client advisor in mountain lakes nj

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