Associate Advisor Job in Hackettstown 07840, New Jersey US

Wealth Management firm seeks an Associate Advisor to take on an instrumental role assisting with the daily business operations with an independent advisor. The Associate Advisor will primarily assist the financial advisor in the financial planning workflow, tracking and monitoring of investment recommendations, trading activities, assisting in preparing reports before and after client meetings as well as other practice management tasks as needed. Education:  College graduate and experience in the financial planning industry.                   Hold Series 7 and 66 Licenses or willing Read more […]

September 19, 2010 • Tags: , • Posted in: General • Comments Off on Associate Advisor Job in Hackettstown 07840, New Jersey US