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UHNW Wealth Planner & Client Relationships Lead

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: Dormont Manufacturing Co
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below

Dormont Manufacturing Co in Morristown, NJ is seeking a proactive Wealth Planner to join our advisory team. This role requires a solid foundation in financial planning and experience with high net worth individuals.

The Wealth Planner will serve as the primary advisor for client relationships, coordinating wealth management solutions and ensuring high levels of service. The ideal candidate has over 8 years of experience, holds relevant certifications, and possesses strong communication skills.

We offer a competitive salary range of $125,000 – $150,000 annually along with comprehensive benefits.

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