546 Best wealth management Jobs in Union City, NJ (July 2025)

Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: $70,879.00 - $79,188.00 per year Work Location: Remote

Immediate start!

$60000–$100000 yearly

Full-time

Manhattan, New York

Job Summary We are seeking a motivated and results-driven Sales Representative to join our Midtown office dynamic team. The ideal candidate will be responsible for driving sales growth through direct engagement with clients and managing territory sales. This role requires a proactive approach to identifying new business opportunities, building relationships, and effectively communicating the value of our products and services. Duties Conduct direct sales activities, including cold calling and networking to create relationships with leads. Utilize our CRM to track sales activities, manage customer relationships, and report on progress. Provide exceptional customer service by addressing inquiries and resolving issues promptly. Prepare campaigns to send out for email marketing Skills Proven experience in direct sales, preferably in B2B environments. Strong analytical skills to assess customer needs effectively. Excellent communication skills, both verbal and written, with the ability to engage clients confidently. Ability to work independently as well as collaboratively within a team environment. Strong organizational skills with the ability to manage multiple priorities effectively. Experience in territory sales management is a plus. Join our team as a Sales Representative where your contributions will directly impact our growth and success! Job Type: Full-time Pay: $64,107.00 - $100,000.00 per year Benefits: 401(k) Compensation Package: 1099 contract Commission only Commission pay Monthly bonus Performance bonus Uncapped commission Schedule: 8 hour shift Day shift No weekends Experience: sales: 2 years (Preferred) Ability to Commute: New York, NY 10004 (Required) Ability to Relocate: New York, NY 10004: Relocate before starting work (Required) Work Location: In person Job Type: Full-time Pay: $81,749.00 - $93,865.00 per year Benefits: 401(k) Schedule: 8 hour shift Day shift No weekends Ability to Commute: New York, NY 10039 (Preferred) Ability to Relocate: New York, NY 10039: Relocate before starting work (Preferred) Work Location: In person

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