Wealth Advisor
Atlas Search
Atlas Search in Parsippany, NJ is seeking a senior wealth advisor to work directly with the CEO and lead relationships with premier high-net-worth and ultra-high-net-worth clients. This co-advisory role offers ownership and influence, guiding sophisticated planning across estate, tax, retirement, investment, and wealth preservation in collaboration with attorneys, CPAs, and internal leaders. Strong presentation skills and a proven client-impact track record are essential for success. #J-18808-Ljbffr
- ...Merrill Wealth Management, part of Bank of America, offers an Advisor Development Program for aspiring Financial Advisors. You will build relationships with high-net-worth clients, assess goals, and deliver tailored investment guidance with mentorship from Merrill teams...SuggestedWork at office
$125k - $150k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...like to meet you. Responsibilities Serve as primary advisor and relationship manager on key client relationships providing...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- ...Bank of America is seeking a Merrill Advisor Development Program - Financial Advisor to work with high-net worth individuals in Florham Park, New Jersey. This role involves identifying client needs and developing lasting relationships, while collaborating with experienced...Suggested
- ...firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40... ...one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquartered in Parsippany, New Jersey. Role...Suggested
- ...Experienced Financial Advisor Build the Business You've Always Envisioned Remote / Hybrid Opportunities Available You've Built a Career... ...strategies Help clients pursue retirement, protection, and wealth accumulation goals Business Development Expand referral relationships...SuggestedWork at officeRemote work
$200k
...Financial Advisor Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base starting at... ...planning. This role is critical in designing and executing strategic wealth management solutions that align with each client's unique goals...Work at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office- ...Financial Solutions Advisor - Northwest NJ Market Morristown, New Jersey;Succasunna, New Jersey; Denville, New Jersey; Livingston, New Jersey; Montville, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
$70k - $80k
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Temporary workWork at officeMonday to FridayShift workDay shift- ...leveraging your network, provide guidance, and deliver financial solutions to help families achieve financial security. Our award-winning training and development opportunities, plus a clear path to advanced roles in wealth management, support your growth. #J-18808-Ljbffr...Remote work
$80k - $90k
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the...Interim roleWork at officeLocal areaImmediate startShift workDay shift$60k - $80k
...60,000.00 to $80,000.00 annually Position Overview Hennion & Walsh is seeking ambitious and motivated Financial Advisor Associates to join our growing wealth management team. This is an opportunity for licensed financial professionals who want more than just a job — it’...$77k - $202k
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial...H1b- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch a Business. Build a Career. Create a Legacy. Most people spend their careers building someone else's dream. At One Legacy Financial Group , we believe...Work at officeImmediate startRemote work
- ...Lumida is a venture-backed, AI-native wealth advisor for modern investors seeking institutional-caliber access across public markets, private deals, and alternative investments. Backed by investors and board leaders from companies including SoFi, Circle, and Coinbase,...
- ...Overview Entry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial Group Launch Your Career with Fortune-500-Level Support What You’ll Do Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit. Build...Full timeRemote work
- ...RMR Wealth Builders is seeking a Wealth Advisor to join our growing team at our Montclair, New Jersey headquarters. This client‑facing role focuses on comprehensive financial planning, retirement education, and relationship management. Job Location Montclair, NJ (In-Person...Full timeLocal areaImmediate start
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$99k - $232k
...team members while fostering a collaborative and inclusive team environment Manage client relationships and serve as a trusted advisor across finance transformation initiatives Solve complex business and operational challenges and develop strategic, actionable recommendations...H1b$60k
...helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive... ...take the next step to create a brilliant career at Springbrook Wealth Advisors. ABOUT THE ROLE We are looking for a motivated and...Full timePart timeWork at officeFlexible hours$60k - $120k
...been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our... ...alongside a Senior Partner. Key Responsibilities Support Senior Advisors in analyzing client data and preparing comprehensive...Local area$80k - $95k
...About Egan Wealth Advisors Egan Wealth Advisors is a private wealth management and financial planning team serving individuals, families, business owners, and retirees throughout New Jersey and New York. We provide personalized investment management, comprehensive financial...Permanent employmentWork at officeLocal area- ...Parsippany, NJ A growing independent wealth management firm is seeking a senior advisor to work directly alongside the CEO and help lead relationships with the firm’s premier high-net-worth and ultra-high-net-worth clients. This is a true co-advisory role with significant...
- ...Egan Wealth Advisors in Madison, NJ is seeking an Associate Wealth Advisor to support client relationships and financial planning within a collaborative wealth management practice. You will assist with investment analyses, planning, and onboarding of new clients, reporting...Work at office
- ...Lumida is experiencing rapid growth. The Private Wealth Advisor will lead, train, and supervise our licensed Investment Advisors and Client Services team. The ideal candidate has deep experience building and managing teams as a Registered Investment Advisor, and can design...
$125k - $150k
...Dormont Manufacturing Co in Morristown, NJ is seeking a proactive Wealth Planner to join our advisory team. This role requires a solid... ...individuals. The Wealth Planner will serve as the primary advisor for client relationships, coordinating wealth management solutions...$85k - $145k
...For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial... ...act in the best interest of our clients. Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$170k - $180k
Florham Park, NJ Premier, regional, boutique, law firm provides the highest caliber legal expertise to its clients and a collaborative team-oriented environment for its attorneys. The firm believes that a good work/life balance enables it to provide excellent legal service...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
- financial planner Parsippany, NJ
- financial planning associate Parsippany, NJ
- associate corporate finance Parsippany, NJ
- wealth advisor Parsippany, NJ
- financial consultant Parsippany, NJ
- jde finance consultant Parsippany, NJ
- financial advisor Parsippany, NJ
- finance associate Parsippany, NJ
- financial planning administrator Parsippany, NJ
- financial associate Parsippany, NJ

