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Advisor Development Program Client Associate Jobs in Newark, NJ

Nb

Client Associate

New York, NY

The Client Associate will serve as a primary point of contact for high-net-worth clients ... Advisors and clients * Ability to organize, prioritize, and manage multiple tasks in a fast-paced ...

Neuberger Berman

Client Associate

New York, NY · On-site

The Client Associate will serve as a primary point of contact for high-net-worth clients ... Advisors and clients * Ability to organize, prioritize, and manage multiple tasks in a fast-paced ...

Rockefeller Financial

Client Associate

Manhattan, NY · On-site

$70K - $90K/yr

Position A Private Advisor team within our Rockefeller Global Family Office business unit is ... In addition, this role may be eligible for other variable compensation programs. Rockefeller ...

UBS

Client Associate

New York, NY · On-site

... Business development, Business management, administration and support, Client advisory ... The team You will be working as part of a Financial Advisor team in the New York Private Wealth ...

UBS

Registered Client Associate

New York, NY · On-site

... Business development, Business management, administration and support, Client advisory ... The team You'll be working in New York City with a Financial Advisor team in a support staff ...

Nb

Client Associate - Neuberger Wealth

New York, NY · On-site

$75K - $85K/yr

Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients * Client ... Professional Development : Enhance job knowledge by participating in educational opportunities ...

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Advisor Development Program Client Associate information

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$47

How much do advisor development program client associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for advisor development program client associate in Newark, NJ is $27.09, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $31.15 per hour, depending on experience, location, and employer.

What does an Advisor Development Program Client Associate do?

An Advisor Development Program Client Associate supports financial advisors by managing client accounts, preparing reports, and handling administrative tasks. They often use customer relationship management (CRM) tools and must have strong communication and organizational skills to assist in client service and business development activities.
Advisor Development Program Client Associate jobs near you

Financial Advisor Associate-Series 7 Required

Hennion & Walsh Inc

Parsippany, NJ • On-site

Full-time

Medical, Dental, Retirement

Re-posted 10 days ago

Job description


Position Overview

Hennion & Walsh is seeking ambitious and motivated Financial Advisor Associates to join our growing wealth management team. This is an opportunity for licensed financial professionals who want more than just a job — it’s a chance to build a long-term career with access to warm inbound leads, mentorship, professional development, and a clear path for growth.

Unlike many firms that require advisors to independently source prospects through networking, seminars, or personal marketing expenses, Hennion & Walsh provides advisors with qualified leads generated through the firm’s established marketing platform. Advisors can focus on what matters most: building meaningful client relationships and growing their business.

Our Financial Advisor Associates work directly with individuals seeking guidance on investment and income strategies, helping clients navigate their financial goals through a personalized approach. Supported by dedicated operations, compliance, and service teams, advisors have the resources and infrastructure needed to succeed in a collaborative and fast-paced environment.

This role is ideal for entrepreneurial professionals who are driven, relationship-oriented, and looking to accelerate their career within a supportive and growth-focused financial services firm.

Position Key Responsibilities
  • Build and maintain relationships with prospective and existing clients
  • Conduct outbound and inbound calls with individuals interested in financial services and investment solutions
  • Assist clients in developing financial strategies aligned with their goals and risk tolerance
  • Grow and manage a personal book of business over time
  • Educate clients on investment products, market conditions, and income-oriented strategies
  • Maintain accurate client records and ensure regulatory compliance
  • Collaborate with internal service, operations, and compliance teams to support the client experience. 
  • Participate in ongoing training, mentorship, and professional development opportunities
Position Must Haves
  • Active FINRA Series 7 and Series 63 licenses
  • Strong communication and relationship-building skills
  • Goal-oriented and highly motivated mindset
  • Professional work ethic with a strong desire to grow a business
  • Ability to multitask and work in a fast-paced environment
  • Excellent organizational and time management skills
  • Bachelor’s Degree preferred or equivalent professional experience
  • 1–3 years of financial services, sales, or advisory experience preferred
Position Preferences (if applicable)
  • Prior experience in wealth management, financial advising, banking, or investment sales
  • Experience working with high-net-worth or retail investors
  • Entrepreneurial mindset with a desire to build long-term client relationships
  • Comfortable making outbound calls and developing client relationships over the phone
Benefits
  • Competitive compensation structure
  • Warm inbound leads provided by the firm
  • Mentorship and advisor development program
  • Full operational and compliance support
  • Full medical and dental benefits
  • 401(k) plan with company match
  • Open and supportive team-based environment
  • Career growth opportunities within a growing financial services firm


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