Top 52 registered client associate Jobs in summit nj

Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply
Certified Financial Services, LLC —Paramus, NJ
- $2,000 - $4,000 a month
- Full-time
- Sales
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply
Bilingual Financial consultant / Management Fast Track Program
New York Life —New York, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Sales
- AD&D insurance
- Disability insurance
Quick Apply
Accelerated Path to Management Program
New York Life —Saddle Brook, NJ
- $85,000 - $150,000 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- Business development
- Health savings account
- Health insurance
Quick Apply
New York Life Accelerated Path to Management Program
New York Life —New York, NY
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Bilingual
- Background check
- Sales
- AD&D insurance
- Disability insurance
Quick Apply
Fast Track to Partner
New York Life —New York, NY
- $70,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
Financial Associate
Certified Financial Services, LLC —Paramus, NJ
- $24,000 - $750,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Registered Client Associate
Continuum Advantage LLC —Short Hills, NJ
- $60,000 - $125,000 a year
- Spanish
- No experience needed
- English
- Paid holidays
- Disability insurance
Quick Apply
14d
Registered Client Service Associate
Morgan Stanley —Morristown, NJ
- $32,219 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Registered Client Service Associate (Summit, NJ)
Oppenheimer & Co. Inc. —Summit, NJ
- $60,000 - $65,000 a year
- 5 years
- Senior level
Quick Apply
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Morristown, NJ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
13d
Financial Advisor - Associate
United Success LLC —Chatham, NJ
- $50,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
Quick Apply
1d
Client Service Associate
Bleakley Financial Group LLC —Parsippany-Troy Hills, NJ
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Investment Associate (Financial Services Career Development Program)
Hennion & Walsh, Inc. —Parsippany-Troy Hills, NJ
- $30,000 - $61,000 a year
- Urgently hiring
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Iselin, NJ
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Registered Senior Client Associate
Sanctuary Wealth Group LLC —Morristown, NJ
- $100,000 - $135,000 a year
- Full-time
- Office
- Organizational skills
- Financial services
- Dental insurance
- Paid time off
Quick Apply
12d
Aspiring Financial Advisor Program (Training & Licensing Provided) – Investment Associate
Hennion & Walsh, Inc. —Parsippany-Troy Hills, NJ
- $30,000 - $61,000 a year
- Urgently hiring
- Bachelor's degree
- Experience equivalent to degree accepted
- Entry level
- Health insurance
- Dental insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ
JPMorganChase —Upper Montclair, NJ
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
17h
Client Service Associate
Estabrook Capital Management LLC —New York, NY
- $85,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Finance
- Math
- Health insurance
- Dental insurance
Quick Apply
Registered Senior Client Service Associate
Safra National Bank of New York —New York, NY
- $120,000 - $150,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Mid-level
Quick Apply
Client Relationship Manager & Servicing Advisor
Raymond James Financial, Inc. —Pluckemin, NJ
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance

I want to receive the latest job alert for registered client associate in summit nj

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

registered client associate jobs near summit nj

Program Manager jobs in New York, NY

Registered Client Associate jobs in Morristown, NJ

Finance Associate jobs in Paramus, NJ

Financial Consultant jobs in New York, NY

Client Services Associate jobs in New York, NY

Registered Client Associate jobs in Summit, NJ

Customer Service Representative jobs in Cedar Knolls, NJ

Community Manager jobs in San Diego, Ca

Paid Search Manager jobs in New York, Ny

Program Manager jobs in Rochester, Mn

Program Manager jobs in Princeton, Nj

Project Manager jobs in Alpharetta, Ga

Program Manager jobs in Silicon Valley, Ca

Program Manager jobs in Sugar Land, Tx

Homebase Program jobs in Boston, Ma

Associate Degree jobs in Alabama

Registered Client Associate jobs in Orlando, Fl

Registered Client Associate jobs in Tacoma, Wa

Registered Client Associate jobs in Michigan

Remote Clinical Research Associate jobs in Boston, Ma

Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply

Certified Financial Services, LLC -
Paramus, NJ

Quick Apply

Job Details

Full-time
$2,000 - $4,000 a month

Benefits

Health insurance
Dental insurance
401(k)
Financial planning services
Vision insurance
401(k) matching
Employee discount
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Financial planning
Teamwork
Sales
Financial services
Marketing

Full Job Description

Financial Representative Summer Associate Career Launch to Advisor path

Gain entrepreneurial skills and a foundation for a rewarding career.

You won’t be pushing pencils here. This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future.

For the right person, a career as a Financial Representative with Certified Financial Services and The Guardian Network allows you to experience entrepreneurship with support and make a difference in peoples’ lives while achieving your own professional and financial goals.

Through our summer associate program, you’ll be doing the day-to-day work of a financial professional, with guidance and mentorship in developing the skills necessary to build a thriving business. Plus, you’ll have a foundation that allows for a fast start should you decide to pursue this path full-time. Take advantage of the “head-start” to building a practice once contracted as a Financial Representative.

You are…

· A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed

· Passionate about cultivating long-term relationships to help others reach their goals

· Ambitious, entrepreneurial, and looking for career growth and development

Once you pass your state licensing exam, you’ll be…

· Learning about: marketing, client prospecting techniques, the sales cycle, product offerings, team building and collaborative practices, time management, and more

· Working directly with peers and mentors on “real world” cases, preparing illustrations for prospects or existing clients; earning commissions on sales

· Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create plans with appropriate strategies, products, and services

. Gain insight into how financial professionals work with individuals and families to discuss financial goals and strategies.

· Developing and maintaining a base of clients who value your input and guidance

. Learn the fundamentals of client acquisition and how successful advisors grow their practices.

. Have the opportunity to “try out” a career in financial services, mentored by experienced financial representatives, wealth managers, and financial advisors.

What we provide…

· Development, mentorship, and training—locally, virtually, and nationally—providing you with all the knowledge and information you need to build your practice with us

. An immersive program designed for career and skill development. Opportunity to transition from a Summer Associate to a Financial Representative/Financial Advisor.

. Licensing opportunities, including Life, Accident & Health License, as well as Securities Licenses (SIE/Series 7/Series 66)

Benefits...

· This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future and allows you to earn commissions on sales you make throughout your internship

· A realistic understanding of the full-time Financial Representative career along with the opportunity to “try out” a career in financial services, mentored by experienced financial planners

. Prep for Series 7 and Series 66

. Sponsorship for Life and Health insurance exams

Requirements…

· Pass state licensing exam

· Must be graduating in May 2026 or have graduated since 2024.

· Must be willing to commute to Paramus, NJ or Farmington, CT

Who we are:

CFS offers a unique and rewarding career in financial services to highly motivated entrepreneurs, recent college graduates, people experienced in other careers, as well as financial professionals looking to offer more holistic financial planning opportunities to their clients. We understand that each member of this community has important goals - some financial, others personal - and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing "what's possible" and take you all the way to "it's happening, and I know I'm prepared." Protecting our families, planning for the future, and having the confidence to know that no matter what life may have in store, we are prepared.

We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients’ lives. Whether you are looking to grow your career or are new to the financial services industry, CFS provides the tools and support to help you succeed.

With Certified Financial Service’s proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with CFS and unlock your full potential today!

Certified Financial Services is an Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774

Pay: $2,000.00 - $4,000.00 per month

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Financial planning services
Flexible schedule
Health insurance
Life insurance
Referral program
Retirement plan
Vision insurance

Ability to Commute:

Paramus, NJ 07652 (Required)

Work Location: In person

Quick Apply

Refine Your Search

registered client associate jobs in summit nj

Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply

Bilingual Financial consultant / Management Fast Track Program

Accelerated Path to Management Program

New York Life Accelerated Path to Management Program

Fast Track to Partner

Financial Associate

Registered Client Associate

Registered Client Service Associate

Registered Client Service Associate (Summit, NJ)

Private Wealth Management Registered Client Service Associate

Financial Advisor - Associate

Client Service Associate

Investment Associate (Financial Services Career Development Program)

Registered Wealth Management Client Associate

Registered Senior Client Associate

Aspiring Financial Advisor Program (Training & Licensing Provided) – Investment Associate

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

Client Service Associate

Registered Senior Client Service Associate

Client Relationship Manager & Servicing Advisor

I want to receive the latest job alert for registered client associate in summit nj

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected