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Wealth Management Financial Advisor

UHNW Family Wealth Advisor & Planner

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: Accounts
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking an experienced Client Advisor in Morristown to support UHNW clients with complex financial needs. This role involves collaborating with Lead Relationship Managers to deliver personalized wealth strategies and manage client relationships effectively. Successful candidates will hold a CFP® designation and bring 7-12 years of experience in financial planning. Strong analytical, communication, and collaboration skills are essential.

The position offers a competitive salary and comprehensive benefits.
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