Financial Services Associate

5 days ago


Chester, New Jersey, United States Gladstone Wealth Partners Full time
Advisor Operations Associate

Gladstone Wealth Partners is seeking a highly skilled Advisor Operations Associate to support the growth of our advisor teams. As a key member of our operations team, you will play a crucial role in ensuring smooth operations and efficient support for our advisors.

Key Responsibilities:
  • Portfolio system data entry and review
  • Assist with branch and advisor registrations
  • Miscellaneous projects

Requirements:

  • Keen attention to detail to ensure accuracy in data entry and review tasks
  • Ability to manage multiple tasks and projects efficiently
  • Familiarity with financial services and custodial relationships is preferred

About Us:

Gladstone Wealth Partners is one of the nation's leading independent distributors of life, health, and wealth insurance products. We're driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.

We're committed to meeting Americans wherever they are — in person, over the phone, or online. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.



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