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Senior Wealth Planner UHNW Clients
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-06-05
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
A leading wealth management firm in Morristown, NJ is seeking a proactive Wealth Planner to join their advisory team. This position requires 8+ years of experience in Wealth Management, particularly with high net worth clients, and expertise in financial planning. The successful candidate will work alongside senior advisors, managing client relationships, and delivering comprehensive investment advice. Responsibilities include leading client meetings and coordinating a full spectrum of financial solutions to ensure a holistic client experience, all while contributing to business development efforts.
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Position Requirements
10+ Years
work experience
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