Wealth Management Specialist jobs in Middlesex, NJ

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

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CRM Product Manager
  • 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 comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

    We are seeking individuals who embody Modera’s core values:

    • Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
    • Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
    • Trusted Relationships – Supportive and authentic with mutual respect for colleagues

    In addition, the ideal candidate:

    • Shares our commitment to diversity and an inclusive working environment
    • Is extremely organized with excellent attention to detail
    • Is capable of prioritizing and managing multiple tasks concurrently
    • Thrives in an environment focused on creative problem solving
    • Is an engaging and charismatic communicator
    • Has a passion for excellent service
    • Is a self-starter

    Job responsibilities include but are not limited to:

    • Create strategic and operational plans for the Salesforce platform to provide solutions that align to the strategies and needs of each department, leveraging common, scalable solutions where possible.
    • Keep up with Salesforce platform capabilities, as well as extended capabilities in its AppExchange, to identify opportunities where to apply to business needs.
    • Collaborate with business and technical teams to identify product, business, and functional requirements based on specific use cases and user journeys.
    • Lead the prioritization of business requests, gathering requirements from business partners, writing user stories, participating in pre/post release testing, and managing the end-to-end implementation and roll out plan.
    • Define and execute adoption strategies to maximize the return on investment of the Salesforce platform, working with the COO and other relevant business partners to support operational readiness and change management activities to launch new or improved features.
    • Lead or support development of product design to build intuitive and valuable experiences to address user needs.
    • Maintain running product backlog and track bug fixes.
    • Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users.
    • Lead training across firm but may rely on department leads and managers for more detailed, specific, or ongoing training. Responsible for ensuring all users are given adequate training.

    Qualifications for this position:
    • Minimum bachelor’s degree required.
    • Minimum Salesforce Administrator Certification required.
    • 5 years in RIA/wealth management industry, focusing on processes, workflows, and a broader understanding of interdependency of teams.
    • Ability to develop a clear strategy and roadmap aligned with multiple stakeholders and their business areas.
    • Ability to communicate at all levels of the organization effectively and persuasively.
    • Strong desire to lead and champion change across organizations both internally and with vendors.
    • Solid strategic thinker, problem solver and decision maker.
    • Demonstrated ability to drive execution and results.
    • Team player, able to work well with all levels of the firm.
    • Adaptability and flexibility are required.

    What we offer:
    • Competitive salary commensurate with experience
    • Performance-based bonus
    • Safe Harbor 401(k) plan
    • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
    • Paid vacation
    • Opportunities for professional growth and continuing education
    • Partial remote work

    No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.

    Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North
    Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

    For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
  • 1 Month Ago
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Experienced Tax Preparer (PTIN Required)
  • 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...
  • 27 Days Ago
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Director of Client Service
  • Modera Wealth Management
  • New Providence, NJ FULL_TIME
  • Wealth Management Firm Seeks Director of Client Service Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through com...
  • 1 Month Ago
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Wealth Management Client Associate
  • Bank of America
  • Red Bank, NJ FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 2 Days Ago
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Wealth Management Associate
  • Equitable Advisors
  • Woodbridge, NJ FULL_TIME
  • Wealth Management Associate - NJ, Woodbridge (5059) (230000OA) Primary Location : UNITED STATES-NJ-Woodbridge Organization : Equitable Advisors Description Equitable Advisors is a respected wealth man...
  • 2 Days Ago
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Client Services Manager
  • Two River Wealth Management Group
  • Red Bank, NJ FULL_TIME
  • Position title: Client Service Manager Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employ...
  • 16 Days Ago
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0 Wealth Management Specialist jobs found in Middlesex, NJ area

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Asset & Wealth Management, Private Credit- BDC Management- Associate, New York
  • Goldman Sachs
  • New York, NY
  • Responsibilities: AWM Private Credit Group is seeking an associate that will be an integral member of the BDC Management...
  • 4/26/2024 12:00:00 AM
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Senior Personal Banker SAFE Act - Bilingual: English (Cantonese/Mandarin) Preferred - Chinatown Branch - On-Site
  • Citigroup
  • New York, NY
  • The Senior Personal Banker is a senior-level sales role with significant sales and leadership responsibilities. The Seni...
  • 4/26/2024 12:00:00 AM
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Investment Operations Associate
  • Summit Financial
  • Parsippany, NJ
  • Summary: Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with severa...
  • 4/25/2024 12:00:00 AM
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Investment Specialist
  • The Spaventa Group
  • Jersey City, NJ
  • The Spaventa Group (TSG) is a leading investment company located in new New York. We invest across various asset classes...
  • 4/25/2024 12:00:00 AM
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Investment Specialist
  • The Spaventa Group
  • Jersey City, NJ
  • The Spaventa Group (“TSG”) is a leading investment company located in new New York. We invest across various asset class...
  • 4/23/2024 12:00:00 AM
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Citizens Banker - Bilingual - Spanish Preferred
  • Citizens
  • Edison, NJ
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 4/22/2024 12:00:00 AM
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Citizens Banker
  • Citizens
  • Pluckemin, NJ
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 4/22/2024 12:00:00 AM
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Asset Management Change Specialist/Project Manager
  • UBS
  • New York, NY
  • Your role Do you enjoy being part of a passionate team to deliver strategic and regulatory projects? Do you enjoy collab...
  • 4/22/2024 12:00:00 AM
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About Middlesex, New Jersey

Middlesex is a borough in Middlesex County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 13,635 reflecting a decline of 82 (-0.6%) from the 13,717 counted in the 2000 Census, which had in turn increased by 662 (+5.1%) from the 13,055 counted in the 1990 Census. Middlesex was incorporated as a borough by an act of the New Jersey Legislature on April 9, 1913, from portions of Piscataway Township, based on the results of a referendum held on May 6, 1913.[21] The borough's name derives from Middlesex, England.[22][23] According to the United States C...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$83,643 to $133,600
Middlesex, New Jersey area prices
were up 1.5% from a year ago
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What does a Wealth Management Specialist do?

Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
February 09, 2020
Wealth Management Specialist in Huntington, WV
So, always ask about the services a wealth management firm offer.
January 28, 2020
Wealth Management Specialist in Davenport, IA
Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
January 07, 2020