Wealth Management Associate

Job Description

We are hiring! We are a Wealth Management/CPA Firm in Central NJ looking to hire a Wealth Management Associate. This position is ideal for someone looking to make a jump into this field or a recent college graduate. This is a position with potential for growth within the organization.

Responsibilities/Job Duties:

• Working very closely with clients, lead advisors, wealth management team, client services team, and tax team on a daily basis
• Sitting in and participating in client meetings
• Preparing lead wealth advisors for meetings
• Advising clients on various wealth management issues
• Making sure meeting follow ups are completed
• Working in our CRM (Redtail) to document client calls, workflows, activities, etc.
• Setting up client accounts
• Setting up clients with online access
• Sitting in on client meetings, preparing lead wealth advisors for meetings, and advising clients on various wealth management areas
• Develop an expert level understanding of different wealth management areas and taxes
• Preparing client financial plans
• Administrative tasks
• Communicating with clients in person, over the phone, through email, etc.
  
  

Qualifications:

• Any experience preferred but not required
• Bachelor Degree required with a focus in Accounting or Finance (Accounting preferred)
• Proficient with Microsoft Office programs
• Must be able to work in a team setting
• Must have excellent interpersonal and communication skills
• Must have excellent organizational and time management skills as this position has a high amount of responsibilities
• Must pass the Series 7 securities exam within 6 months of hiring
• This role is suited for someone looking to become a combination of a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and/or an Enrolled Agent (EA)
  
  

Job Type: Full-time

Salary: $60,000 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
  
  

Schedule:

• 8 hour shift
• Monday to Friday
• In office
  
  

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Job Type: Full-time

Pay: From $60,000.00 per year or based on qualifications

Benefits:

• Health insurance
  
  

Schedule:

• Monday to Friday
  
  

Supplemental Pay:

• Bonus opportunities
  
  

Work Location: In person

Company Description

Oujo Wealth Strategies is a Wealth Management Firm with over 30 years of history. We work with high income earners and high net worth families. We provide financial planning, investment, tax, insurance, and estate planning services to our clients.

OujoWealthStrategies.com

Oujo Wealth Strategies is a Wealth Management Firm with over 30 years of history. We work with high income earners and high net worth families. We provide financial planning, investment, tax, insurance, and estate planning services to our clients. OujoWealthStrategies.com