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 UBS
$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- ...seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in... ...matters and cross-border planning strategies. Develop sophisticated estate... ...tax-efficient restructuring solutions. Manage complex international...SeniorRemote work
$80k - $100k
...Morristown, NJ is seeking a motivated financial planner to join their team. This role involves preparing financial plans, investment reports, and client service coordination, while also requiring a CFP® certification and 2-3 years of relevant experience. The position offers...SeniorWork 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
$61.6k - $88k
Provident Bank seeks an Associate Wealth Management Relationship Manager II in Morristown, NJ. This position supports senior managers in financial planning and client relationship management. Responsibilities include financial analysis, client interaction, and preparation...Suggested- ...one priority. With a wealth of learning and career... ...is currently seeking a Senior Associate in SAP Supply Chain -... ...framework. * Conduct client workshops and design sessions... ...-to-standard SAP EWM solutions aligned with leading... ...migration, cutover planning, and go-live readiness...SeniorH1bLocal area
$68k - $120k
...is seeking an Investment Consultant - Wealth Planning Specialist to oversee financial plans for clients. This senior role involves developing and maintaining comprehensive strategies and selling annuities and insurance solutions as necessary. The ideal candidate will...Senior$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$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$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
$105k - $135k
Description (Registered) Senior Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation... ...of households with a strong emphasis on financial planning, investment strategy, and long-term trust. As we continue to scale, we...SeniorFull timeWork at officeMonday to Friday- ...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- Sanctuary Wealth Group LLC is seeking a Registered Senior Client Service Associate in Morristown, NJ to support high-net-worth clients and oversee operational workflows. This full-time position requires 4-10+ years of relevant experience and strong client service skills...SeniorFull time
$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$119k - $237.5k
Dormont Manufacturing Co is seeking a Senior Voluntary Benefits Consultant to join their team in Morristown, New Jersey. This... ...three days a week. The Consultant will develop sales strategies, maintain client relationships, and collaborate with team members to ensure...SeniorWork at office3 days per week$68k - $120k
...MS Smith Barney, LLC in Morristown, NJ is seeking a Senior Investment Consultant - Wealth Planning Specialist. The role involves developing and overseeing... ...financial plans, focusing on annuities and insurance solutions. Candidates should have significant experience in...Senior$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, a...Senior$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$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$207k - $275k
...Solution Specialist, Infrastructure Livingston, NJ / New York,... ...product, engineering, capacity planning, finance, and marketing teams... ...spanning term negotiation, pricing strategy, and contract execution in a... ...Deliver Best-in-Class Client Experiences Achieve More Together...Contract work$77k - $202k
...the business. We support our clients by addressing the challenges... ...and in the future. As a Senior Associate, you'll work as part of a team... ...business issues from strategy to execution. PwC Professional... ...contributing to impactful client solutions. Responsibilities...SeniorFull timeH1bWork at office- ..., 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
$65.8k - $135.4k
...Description The Privacy Senior Associate supports Crowe's... ..., evaluate 3rd‑party solutions, support data protection... ...and risk mitigation plans. Prepare metrics, dashboards... ...practical mitigation strategies. Assist with... ...General Counsel teams Client‑facing partners...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...SeniorH1b$140k - $190k
About Charles River Associates Charles River Associates... ...critical business strategy and operational issues... ...regulations. Since 1965, clients have engaged CRA for its... ...on project teams with senior and junior consultants... ...effective project planning, execution, and budget...Full timeWork at officeWork from home3 days per week$124.74k - $254.5k
...first and provides a wealth of learning and career... ...a Lead Specialist, AI Solution Architect to join our... ...technical leadership across planning, development, code... ...agent-based solution strategy by leading proofs of concept... ...teams, influencing senior stakeholders, and...Local areaVisa sponsorshipWork visa- ...Enterprises, Lateral Staffing Solutions, Information Technology... ...professionals bring a wealth of industry knowledge to each client and operate in a manner... ...of experience in test strategy and test Design At least... ...and Communication skills Planning and Co-ordination skills...Senior
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