Senior Wealth Advisor | Client Relationship Lead
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Corient seeks an experienced wealth advisory professional to lead key client relationships and deliver integrated investment, planning, and family office services for ultra-high and high-net-worth clients in New Jersey. You will guide meetings, tailor comprehensive plans, and mentor junior advisors while staying current on market and tax developments.
The role requires a strong track record in wealth management, relevant credentials (CFP/CFA/CPA/JD/MBA), and a client-centered, compliance-focused
Our group is growing, and we are hiring a Senior Wealth Advisor | Client Relationship Lead in Morristown, NJ, United States.
Are you ready to take on the Senior Wealth Advisor | Client Relationship Lead role at Corient?
We would love to welcome a new Senior Wealth Advisor | Client Relationship Lead to our team in Morristown, NJ, United States.
For the Senior Wealth Advisor | Client Relationship Lead position at Corient, we are reviewing applications now.
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