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UHNW Wealth Planner & Client Relationships Lead

$125k - $150k

Dormont Manufacturing Co

Dormont Manufacturing Co in Morristown, NJ is seeking a proactive Wealth Planner to join our advisory team. This role requires a solid foundation in financial planning and experience with high net worth individuals. The Wealth Planner will serve as the primary advisor for client relationships, coordinating wealth management solutions and ensuring high levels of service. The ideal candidate has over 8 years of experience, holds relevant certifications, and possesses strong communication skills. We offer a competitive salary range of $125,000 – $150,000 annually along with comprehensive benefits. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 1 day ago
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