Financial Services Associate

5 days ago


Chester, New Jersey, United States Gladstone Wealth Partners Full time
About Gladstone Wealth Partners

Gladstone Wealth Partners is a leading independent distributor of life, health, and wealth insurance products, driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead.

Job Summary

We are seeking a highly skilled and detail-oriented Financial Services Associate to join our team. As a key member of our advisor operations team, you will play a crucial role in supporting the growth of our advisor teams.

Key Responsibilities
  • Portfolio system data entry and review
  • Assist with branch and advisor registrations
  • Miscellaneous projects
  • Keen attention to detail to ensure accuracy in data entry and review tasks
  • Ability to manage multiple tasks and projects efficiently
Requirements
  • Familiarity with financial services and custodial relationships is preferred
  • Knowledge of financial services
What We Offer

We are committed to meeting Americans wherever they are — in person, over the phone, or online. We celebrate your hard work and support you daily. 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.



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