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Senior Wealth Planner UHNW Clients
Job in
Morristown, Hamblen County, Tennessee, 37815, USA
Listed on 2026-07-14
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Corient Services LLC is looking for a proactive Wealth Planner in Morristown, NJ. This role involves working closely with senior advisors to provide investment advice and manage relationships with high net worth clients.
The ideal candidate will have over 8 years of wealth management experience, a Bachelor’s degree in a relevant field, and required certifications like CFP or CFA. Compensation ranges from $125,000 to $150,000 annually.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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