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Senior Wealth Planning & Insurance & Annuities Specialist

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 68000 - 120000 USD Yearly USD 68000.00 120000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Morristown, New Jersey is seeking an Investment Consultant - Wealth Planning Specialist to oversee financial plans for clients. This senior role involves developing and maintaining comprehensive strategies and selling annuities and insurance solutions as necessary.

The ideal candidate will possess a strong background in financial planning, alongside relevant licenses and certifications. Morgan Stanley offers a competitive salary range of $68,000 to $120,000, plus benefits, including medical, dental, and retirement plans.

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Position Requirements
10+ Years work experience
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