About this role
Associate Wealth Management Relationship Manager I - Grade 300 (Morristown, NJ, US) at Beacon Trust (Provident Bank). Location: Morristown, New Jersey, United States. Role: gathering data, supporting advisors, preparing materials Requirements: Bachelor's preferred; 0-3 years related financial industry experience; Series 65 registration required; proficiency with Microsoft Office, eMoney, Salesforce, Envestnet Tamarac; strong client service, communication and organizational skills. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, eMoney, Salesforce, Envestnet Tamarac, Web CRD Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English