Are you ready to elevate your financial services career in an environment that puts your growth and well-being first? At William Skillender Wealth Management & Tax Advisory in Brielle, NJ, we believe that as a Service Advisor your expertise in client service and your commitment to excel deserves a place where you can flourish.
We believe that a great retirement is about more than just money—it’s about truly enjoying life. We’re committed to helping others achieve these dreams—because it’s what we want for ourselves and our families, too. If you want to make a real difference in people’s lives while building a rewarding career, join us.
What You’ll Do
Effectively prioritize and manage daily tasks and operational matters
Provide proactive support to advisors and clients, anticipating needs and opportunities
Accurately complete and process service requests in a timely manner
Maintain and update client and account databases with precision
Respond promptly and professionally to client inquiries
Complete the opening, closing, and transfer of client accounts
Generate, analyze, and deliver various reports for advisors
Process financial transactions with accuracy and attention to detail
Conduct follow-up communication with partners and clients as needed
Assist advisors with comprehensive pre-appointment preparation
Investigate and resolve issues related to new account openings, transfers, or amendments
Conduct client meetings to review needs and options
What We’re Looking For:
Must live within 20 minutes of our Brielle office (101 Union Ave Brielle, NJ 08730)
2+ years of financial services experience
Insurance licensing preferred Series 6, 65 or higher, or willing to obtain
Personable and outgoing
Strong organizational skills and attention to detail
Bonus Points:
Previous experience in processing confidential, detailed paperwork
Previous client interaction in an office environment
What You’ll Get:
Pay & Perks:
$75k - $100k based on experience (range includes bonus)
Firm paid medical insurance, SEP IRA, and PTO
Schedule:
In office: Monday – Friday, 8am-4pm
Flexibility to accommodate client appointments during evening hours is preferred
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
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