💼 Full-Time Position

Financial Client Relationship Consultant

🏢
CPS, Inc.
📍 Morristown, New Jersey, United States
📍
Location
Morristown, United States
📅
Posted
June 17, 2026
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Financial Client Relationship Consultant

Location: Morristown, NJ (Hybrid 3 days in office / 2 days work from home)

Compensation: $80,000-$100,000, Full Benefits, 401k with a match, PTO and Tuition Reimbursement among others

Job Description:

A growing advisory firm in Northern New Jersey is looking to a add to staff an experience financial professional who will be collaborating with a team of wealth advisors. This individual should be comfortable with phone, video, and face to face contact in order to build and maintain relationships with high-net worth individual and institutional clients. The ideal person will be someone who can multitask and prioritize between operational and customer-centric tasks. This professional will be a critical asset to the team of advisors and will have the ability to grow in this role.

Requirements:

2+ years of financial and/or wealth management experience

2+ years of fi...