Senior Wealth Strategy Associate Client Solutions & Planning
$85k - $115kUBS Financial Services Inc.
UBS is seeking a Senior Wealth Strategy Associate in Florham Park, NJ, to enhance client services and maintain management systems. This full-time role requires over 5 years of finance industry experience and strong communication skills. The ideal candidate holds FINRA Series 7 and 66 certifications and a Bachelor’s degree in Finance or Economics. The position offers a competitive salary range of $85,000 - $115,000 annually, alongside benefits. #J-18808-Ljbffr
$85k - $115k
...Your role We're looking for a Senior Wealth Strategy Associate to: Keep management systems up‑to‑date with client information Educate clients on account services and capabilities... ...opening new accounts and service requests Plan team marketing events and maintain marketing...SeniorFull timeWork at office- A leading wealth management firm in Morristown, NJ is seeking... ...with high net worth clients, and expertise in financial planning. The successful candidate will work alongside senior advisors, managing client... ...full spectrum of financial solutions to ensure a holistic...Senior
$77k - $202k
...to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and... ...forecasting, and financial planning processes to drive operational... ...driven technologies. As a Senior Associate, you will analyze complex...SeniorFull timeH1b$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra...SeniorTemporary workFlexible hours$77k - $202k
...implementing seamless integration solutions and robust platform architectures for clients. They enable efficient data... ...your work fits into the overall strategy. Develop a deeper understanding... ...solutions and migrations. As a Senior Associate you analyze complex problems,...SeniorFull timeH1b$77k - $202k
...business applications, helping clients optimise operational... ...client needs, implement software solutions, and provide training and support... ...work fits into the overall strategy. Develop a deeper... ...and revenue recognition. As a Senior Associate, you will analyze complex monetization...SeniorFull timeH1b$130k - $160k
...Senior Financial Advisor Wiss Family... ...service boutique wealth management firm... ...to Hnw and Uhnw client base, with referrals... ..., financial planning, estate and tax strategy, and family office... ...in-class client solutions. Engage... ...junior advisors, associates, and analysts to...SeniorWork at office$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...efficiencies. As a Senior Associate you shall analyze complex... ...with digitization solutions Working with large,...SeniorFull timeH1b$124k - $335k
...Sector: Asset and Wealth Management Time... ...Energy Tax Senior Manager, you will... ...role in advising clients on their local and... ...and structuring tax strategies for our Financial... ...providing strategic solutions to clients Collaborating... ...of innovative tax planning solutions and...SeniorFull timeH1bLocal area$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses... ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems...SeniorFull timeH1b$87.97k - $188.95k
...breakthroughs to create solutions and products that... ...currently seeking a Sr. Associate, Cloud Engineer for our... ...Responsibilities Assist clients; cloud migration... ...including cloud migration strategy, application cloud... ...assessment, migration planning, sourcing options, business...SeniorH1bLocal area$77k - $202k
...organization. Our team helps clients reduce costs and cycle times... ...and Oracle's modern planning and reporting applications.... ...and in the future. As a Senior Associate, you'll work as part of a team... ...complex business issues from strategy to execution. PwC Professional...SeniorFull timeH1b$97k - $127k
...them to preserve their wealth for future generations,... ...would like to meet you. Associate Wealth Advisors work with high-net worth clients and advise them in all... ...will prepare wealth plans and financial updates including... ...Stock Option Exercise Strategies, Insurance Reviews,...Permanent employmentTemporary workWork at officeFlexible hours$80k - $100k
A prestigious wealth management firm located in Morristown, New Jersey, seeks a motivated individual to support Wealth Advisors by providing essential administrative and financial planning services. The ideal candidate will have a Bachelor's degree, CFP(R) certification...SeniorFull time- .... Position Title Mechanical Senior Associate, Project Manager Key Responsibilities Focus on client interactions and meet the client... ...satisfaction. Lead the planning, interpreting, organizing, scheduling... ...upgrades and holistic solutions. Serving some of the world’s...SeniorLocal areaImmediate startFlexible hours
- JPMorganChase is seeking a Private Client Investment Associate to provide client service and support to Private Client Advisors within Wealth Management. This role includes operational... ...and offering the best investment solutions. Applicants must have or be able to obtain...
$105k - $135k
...Registered Senior Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation Range:... ...of households with a strong emphasis on financial planning, investment strategy, and long-term trust. As we continue to scale,...SeniorFull timeWork at officeMonday to Friday$85k - $145k
...A financial advisory firm is seeking a Wealth Path Wealth Advisor in Morristown, NJ. This role requires acting as the primary advisor for 150-250 clients while ensuring quality client care and onboarding new clients. The ideal candidate will have a Bachelor's degree,...Senior- ...global snack company in New Jersey seeks a Senior Manager of Talent, responsible for implementing talent solutions aligned with business strategy. The role focuses on talent management... ...while supporting succession planning and developing talent assessments. Candidates...Senior
- A company based in Morristown, NJ, seeks an Associate of Client Strategy and Execution, who will support project planning and execution for pharmaceutical clients. The ideal candidate will effectively manage multiple projects, develop presentations, and ensure timely delivery...Senior
$97.38k - $155.96k
...know. Which is why our clients need an agency that... ...Job Description The Senior Director is responsible... ...assisting in project planning, design and execution... ...strategically and helps develop solutions for assigned projects... ...aligned to marketing strategies, content and business...SeniorTemporary workFreelanceFlexible hours$73.72k - $164.57k
KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice.... ...issues including compliance, advising, planning, and controversies Participate in multi... ...controversies which includes preparing clients for discussions with auditors, representing...SeniorLocal area$77k - $202k
...business applications, helping clients optimise operational... ...client needs, implement software solutions, and provide training and support... ...work fits into the overall strategy. Develop a deeper... ...of large organizations. As a Senior Associate, you analyze complex problems...SeniorFull timeH1b- ...Premier Path Wealth Partners is seeking an experienced Associate Wealth Advisor to help clients navigate financial decisions confidently. This role involves building strong... ...relationships, developing comprehensive financial plans, and managing investment portfolios. The...
$125k - $150k
...At Premier Path Wealth Partners, we don’t just manage wealth—we... ...an obsession with exceptional client service, and continuous improvement... ...are seeking an experienced Associate Wealth Advisor, holding a CFP... ...client relationships from planning through implementation. Develop...Summer workWork at officeLocal areaWork from homeMonday to FridayAfternoon shiftEarly shift$77k - $202k
...consulting specialise in providing consulting services focused on customer-related strategies and initiatives. These individuals analyse client needs, develop customer-centric solutions, and offer guidance and support to help clients enhance their customer experience and...SeniorFull timeH1b$115k - $135k
...invest across three multi-strategy platforms: Credit,... ...with private capital solutions to drive long-term growth... ...We are seeking a Senior Associate - Accountant to assist... ...new carried interest plan vehicles. Provide analytical... ...communication skills Client relations experience...SeniorPermanent employment$80k - $100k
...them to preserve their wealth for future generations... ...level of financial planning and investment knowledge... ...preparing for and in client meetings documenting task... ...execution under the Associate Wealth Advisors and/or... ...advisors, capabilities and solutions to create a profoundly...SeniorPermanent employmentTemporary workWork at officeFlexible hours- ..., is seeking an experienced Mechanical Senior Associate, Project Manager who will be responsible... ...projects. This position will be client-interfacing, responsible for all parts... ...accountable for client satisfaction Lead the planning, interpreting, organizing, scheduling,...SeniorLocal areaImmediate startFlexible hours
$105k - $135k
Sanctuary Wealth Group is looking for a Registered Senior Client Associate in Morristown, NJ, to function as a trusted partner for advisors and support high-net-worth client relationships. This individual will manage operational workflows, oversee client service requests...SeniorFull time
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