Wealth Planning Associate (Hybrid) - Path to CFP
Simon Quick Advisors
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-Ljbffr Simon Quick Advisors
Vacancy posted 2 days ago
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