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Wealth Planning Associate; Hybrid - Path to CFP
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-07-16
Listing for:
Simon Quick Advisors
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Simon Quick Advisors in Morristown, NJ seeks an Associate to support Client Advisors in designing and executing holistic wealth management strategies. The role emphasizes high‑touch client service, data‑driven planning, and collaboration across investments, tax, estate, and cash flow areas.
Development toward becoming a lead advisor with CFP designation is provided. Strong proficiency with Fidelity/Schwab platforms and client reporting is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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