Find & Apply For Personal Financial Advisor Jobs in Fairfield, New Jersey

Wealth Management Assistant Lifelong Investments, LLC | Full-Time Job Description Lifelong Investments is seeking a Wealth Management Assistant to join our growing team. This position supports Financial Advisors by preparing financial plans, retirement analyses, investment reviews, tax projections, and client meeting materials. The ideal candidate is analytical, technologically savvy, detail-oriented, and passionate about helping clients achieve financial success. What You'll Do Create and maintain financial plans Build retirement income projections Analyze tax strategies and planning opportunities Support portfolio reviews and asset allocation analysis Prepare client review packages Attend meetings and document action items Maintain CRM systems and client records Support advisors with financial planning recommendations Deliver exceptional client service Qualifications Required Bachelor's degree in Finance, Business, Economics, Financial Planning, or related field Strong analytical and problem-solving capabilities Excellent communication skills Strong attention to detail Microsoft Office proficiency Preferred CFP® candidate 2+ years of wealth management or financial planning experience Understanding of investments, retirement planning, and tax strategies Familiarity with planning and investment technology platforms Benefits Competitive compensation Bonus opportunities Medical coverage 401(k) with company match Paid time off and holidays Career growth and professional development Why Join Lifelong Investments? We work as a collaborative team committed to helping clients achieve their financial goals. We invest in our employees, encourage continued learning, and provide opportunities for advancement within a supportive culture.

Pay:

$56,000.00 - $65,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off Professional development assistance

Education:

Bachelor's (Required)

Experience:

Financial services: 2 years (Preferred)

Work Location:

In person