Description
The Client Advisory Associate supports Client Advisors in delivering personalized wealth-management services, including investment and financial planning recommendations, client communication, implementation of portfolio changes, performance reporting, and compliance documentation. The role is hybrid in Morristown, New Jersey, pays starting at $90,000 plus bonus and benefits, and is intended as a developmental path toward lead advisor and CFP® designation. Candidates need a bachelor’s degree, 3–6 years of financial-services experience, Fidelity and Schwab experience, and familiarity with DocuSign, Orion, Salesforce, and eMoney.
