Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Planning & Insurance & Annuities Specialist

$68k - $120k

Morgan Stanley

Morgan Stanley in Morristown, New Jersey 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 possess a strong background in financial planning, alongside relevant licenses and certifications. Morgan Stanley offers a competitive salary range of $68,000 to $120,000, plus benefits, including medical, dental, and retirement plans. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planning & Insurance & Annuities Specialist in Convent Station, NJ vacancy
  • $68k - $120k

    711 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

    711 MS Smith Barney, LLC

    Convent Station, NJ
    2 days ago
  • $85k - $115k

    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... 
    Senior
    Full time

    UBS

    Florham Park, NJ
    2 days ago
  • A leading wealth management firm in Morristown, NJ is seeking a proactive Wealth Planner to join their advisory...  ...net worth clients, and expertise in financial planning. The successful candidate will work alongside senior advisors, managing client relationships, and delivering... 
    Senior

    Corient Private Wealth LLC.

    Convent Station, NJ
    2 days ago
  • $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

    Mercer Advisors

    Convent Station, NJ
    4 days ago
  • $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... 
    Senior
    Full time

    Corient Private Wealth LLC.

    Convent Station, NJ
    4 days ago
  • $77k - $214k

     ...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals...  ...and increased efficiencies. As a Senior Associate you shall analyze complex problems... 
    Senior
    Full time
    H1b

    PwC

    Florham Park, NJ
    2 days ago
  • Wealth Enhancement Group, LLC in Summit, New Jersey, seeks a dedicated professional to manage client relationships and facilitate financial planning processes. The ideal candidate should have substantial experience in the wealth management industry and possess strong analytical... 
    Senior

    Wealth Enhancement Group, LLC

    Summit, NJ
    2 days ago
  •  ...while fostering lasting client relationships built on trust and respect. The individual will be responsible for managing wealth and financial planning for Schwab clients as well as growing their practice holistically through asset consolidation and networking. Qualified... 
    Senior

    Fairygodboss

    Millburn, NJ
    2 days ago
  • $48k - $100k

    A leading wealth management firm in Short Hills is seeking an experienced Financial Advisor to provide goals-based financial planning. The role offers a competitive compensation package between $48,000 and $100,000 annually, depending on experience. Ideal candidates will... 
    Senior

    Bank of America

    Short Hills, NJ
    2 days ago
  • Wealth Enhancement Group in Summit, NJ is seeking a Financial Advisor to help clients achieve their financial goals while providing exceptional...  ...includes managing client relationships, facilitating financial planning, and sourcing prospects. The ideal candidate has substantial... 
    Senior

    Wealth Enhancement Group

    Summit, NJ
    5 days ago
  • $80k - $100k

     ..., while enabling them to preserve their wealth for future generations, and provide for...  ...Responsibilities:* Increasing level of financial planning and investment knowledge through...  ...Employer paid Dental, Vision & Life and AD&D Insurance* Employer paid Short-term & Long-term... 
    Senior
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Private Wealth LLC.

    Convent Station, NJ
    4 days ago
  • 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... 
    Senior
    Full time

    Sanctuary Wealth Group LLC

    Convent Station, NJ
    3 days ago
  •  ...Your role We're looking for a Senior Wealth Strategy Associate to: • keep management systems up-to-date with client information...  ...documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • provide... 
    Senior
    Work at office
    Flexible hours

    UBS

    Florham Park, NJ
    3 days ago
  • $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... 
    Senior
    Full time

    Sanctuary Wealth Group

    Convent Station, NJ
    1 day 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...  ...documentation for opening new accounts and service requests Plan team marketing events and maintain marketing materials... 
    Senior
    Full time
    Work at office

    UBS

    Florham Park, NJ
    2 days ago
  •  ...creativity, collaboration, and bold ideas. The Senior Principal, Operations and Insights will...  ...with strategic business goals. Planning and executing remediation strategies to...  ...membership rates. Medical, dental and vision insurance for you, spouse/partner and dependents.... 
    Senior
    Work at office
    Worldwide

    Dun & Bradstreet, Inc.

    Florham Park, NJ
    2 days ago
  • $50 - $60 per hour

     ...strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.   Advantages of contracting with us: You'll be able to choose which projects you want to work on and when... 
    Senior
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Parsippany Troy Hills, NJ
    more than 2 months ago
  •  ...you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and...  ...match to help you build long-term security ~ Life and disability insurance for added peace of mind ~ Employee wellness programs and... 

    WealthBridge Financial Group

    Morristown, NJ
    15 days ago
  • $80k - $90k

     ...provide strength in sourcing, insurance, finance, logistics, food...  ...and documentation Supports Specialist by managing weekly position reports...  ...DMP Team. Supports forecast planning Review proposed purchases...  ...flexible spending accounts Wealth: Competitive pay, annual bonus... 
    Senior
    Contract work
    Local area
    Immediate start
    Relocation
    Flexible hours

    Gellert Global Group

    Madison, NJ
    5 days ago
  • $105k - $135k

    Description (Registered) Senior Client Service Associate, Wealth Management Location: Morristown, NJ (In-office...  ...a strong emphasis on financial planning, investment strategy, and long-term...  ...Access to dealth, dental, vision insurance 401(k) Safe Harbor Contribution Paid... 
    Senior
    Full time
    Work at office
    Monday to Friday

    Sanctuary Wealth Group LLC

    Convent Station, NJ
    3 days ago
  • $126.3k - $210.5k

    Express Scripts Pharmacy Benefit Services is seeking a Health Plan Growth Senior Advisor based in Morris Plains, NJ. This role focuses on employer group pricing strategy and requires a strong background in PBM pricing. Ideal candidates will have over 7 years of experience... 
    Senior

    Express Scripts Pharmacy Benefit Services

    Morris Plains, NJ
    3 days ago
  • A boutique CPA firm in Morristown, NJ is seeking a Senior Tax Accountant. The ideal candidate will prepare and review tax returns, assist with tax planning, and support junior accountants. This role requires a minimum of 2 years of experience at a CPA firm and an active... 
    Senior

    Sterling Freeman

    Convent Station, NJ
    2 days ago
  • $97.38k - $155.96k

    Payer Sciences seeks a Senior Director in Morristown, NJ, responsible for project planning and execution. The role includes strategic support to pharma clients, managing project timelines, and collaborating with teams. Candidates should have 4-7 years of experience, preferably... 
    Senior

    UNAVAILABLE

    Convent Station, NJ
    4 days ago
  • $122.7k - $245.6k

    Accenture is looking for a Supply Chain Operations Senior Manager to lead global demand planning and optimize supply chain processes. Located in Morristown, the role involves collaboration with clients and teams across industries, focusing on statistical forecasting and... 
    Senior

    Accenture

    Convent Station, NJ
    2 days ago
  • Crum & Forster in Morristown, NJ is seeking a Senior Business Analyst to contribute to the planning and development of efficient business and financial systems...  ...of 5-8 years in a similar position within the P&C Insurance sector. The successful candidate will be involved... 
    Senior

    Crum & Forster

    Convent Station, NJ
    3 days ago
  • $103k - $168k

    Coaction Specialty Insurance Group is seeking a Senior Claims Examiner in Morristown, NJ. This role involves managing complex Professional Liability claims across multiple lines including E&O, EPL, and D&O. You will oversee the complete claims lifecycle to ensure high-quality... 
    Senior

    Coaction Specialty Insurance Group

    Convent Station, NJ
    4 days ago
  • $79k - $99.75k

    Zelis Healthcare Inc. in Morristown, NJ is seeking a Senior Financial Analyst to lead planning cycles, develop complex financial models, and provide actionable insights to drive business performance. The ideal candidate will have a Bachelor's degree and 3-4 years of FP&... 
    Senior

    Zelis Healthcare Inc.

    Convent Station, NJ
    1 day ago
  • $125k - $190k

    A leading design firm in Morristown is seeking a Senior Interior Designer to lead various phases of interior design projects. Responsibilities include space planning, design documentation, and collaboration with architects and engineers. The ideal candidate has at least... 
    Senior
    Full time

    Burns & McDonnell

    Convent Station, NJ
    4 days ago
  • A leading engineering firm in Morristown, NJ, seeks a Transmission Planning Consultant skilled in electrical transmission planning and grid technologies. This role involves conducting a variety of studies and providing consulting services to clients. Ideal candidates have... 
    Senior

    Burns & McDonnell

    Convent Station, NJ
    5 days ago
  • Dun & Bradstreet is seeking a Senior External Communications Manager to lead strategic media relations and external communications initiatives...  ...across messages. Enjoy a range of benefits, including competitive parental leave and health insurance. #J-18808-Ljbffr Dun & Bradstreet
    Senior

    Dun & Bradstreet

    Florham Park, NJ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Planning & Insurance & Annuities Specialist. Be the first to apply!