Senior Wealth Strategy Associate — Client Solutions & Planning
$85k - $115kUBS
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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategy Associate — Client Solutions & Planning in Florham Park, NJ vacancy
- ...role We're looking for a Senior Wealth Strategy Associate to: • keep management systems up-to-date with client information • educate... ...accounts and service requests • plan team marketing events and... ...asset management solutions and focused investment banking...SeniorWork at officeFlexible hours
UBS
Florham Park, NJ19 hours ago $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$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 timeH1bPwC
Florham Park, NJ2 days ago- ...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
KPMG
Short Hills, NJ2 days ago - ...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
KPMG
Short Hills, NJ1 day ago $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 officeWiss & Company
Florham Park, NJ2 days ago$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 timeH1bPwC
Florham Park, NJ19 hours ago$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 timeH1bPwC
Florham Park, NJ19 hours ago$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 timeH1bPwC
Florham Park, NJ1 day ago$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 timeH1bPwC
Florham Park, NJ2 days ago$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... ...cloud migration strategy, application cloud suitability... ...assessment, migration planning, sourcing options,...SeniorH1bLocal areaKPMG
Short Hills, NJ3 days ago$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... ...solutions using OneStream. As a Senior Associate, you will analyze complex...SeniorFull timeH1bPwC
Florham Park, NJ4 days ago- ...technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Senior Associate to join our Mergers & Acquisitions... ...tax services including planning, research, and other mergers and...SeniorLocal area
KPMG
Short Hills, NJ19 hours ago - ...technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Senior Associate to join our State and Local Tax... ..., advisory services, planning, technology, and controversies...SeniorLocal area
KPMG
Short Hills, NJ19 hours ago $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 timeH1bPwC
Florham Park, NJ4 days ago$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 hoursCI Financial Careers
Morristown, NJ3 days ago- ...My client is a leading commercial-stage biopharmaceutical... ...and regenerative health solutions, with a robust pipeline... .... Position: The Senior Director, Regulatory Clinical Strategy, will lead the development... .... Support regulatory planning across clinical and non-...Senior
Kaye/Bassman International
Parsippany, NJ1 day ago $55k - $75k
...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 FridaySanctuary Wealth Group, LLC
Morristown, NJ2 days ago$124.6k - $347.1k
...implements the Go-To-Market strategy and roll-out for a set of EBP... ...offering packages from existing solutions. Recommend pricing models... ...the EBP business development plan and revenue goals. Partner with... .... Drive the creation of client-facing sales and marketing materials...Full timePart timeImmediate startWork from homeWorldwide$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$85k - $145k
Mercer-Advisors in Morristown, NJ seeks an experienced Financial Advisor to partner with affluent clients and develop comprehensive financial solutions. The ideal candidate will have 7-10 years of experience, hold a CFP designation, and possess advanced communication skills...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- ...growth and value for our clients through sustained... ..., media and marketing strategy; and campaign, content... ...cases for new innovative solutions (e.g. AI / Gen-AI... ...work: As a Strategy Senior Manager, you will apply... ...from client buy-in to planning, budgeting, deliverables...SeniorContract workLive inWork at officeLocal area
Accenture
Morristown, NJ2 days ago $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 timeH1bPwC
Florham Park, NJ2 days ago$77k - $202k
...through advanced technologies and strategies. They work to identify... ...systems, and provide proactive solutions to safeguard sensitive data.... ...maintaining the security of client systems and data. You will... ...develop deliverables. As a Senior Associate, you guide and mentor junior...SeniorFull timeH1bPwC
Florham Park, NJ13 days ago- Mechanical Senior Associate, Project Manager CMTA, formerly AMA Group, is seeking an experienced... .... Key Responsibilities Focus on client interactions and meeting the client’s expectations... ...for client satisfaction Lead the planning, interpreting, organizing, scheduling,...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 timeH1bPwC
Florham Park, NJ14 days ago$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$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 officePwC
Florham Park, NJ4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategy Associate — Client Solutions & Planning. Be the first to apply!
Related searches
- general maintenance associate Florham Park, NJ
- care management associate Florham Park, NJ
- family law associate Florham Park, NJ
- credit associate Florham Park, NJ
- purchasing associate Florham Park, NJ
- summer associate legal Florham Park, NJ
- mental health associate Florham Park, NJ
- senior associate vice president Florham Park, NJ
- social work associate Florham Park, NJ
- process associate Florham Park, NJ