Senior Wealth Planning & Insurance & Annuities Specialist
$68k - $120kMorgan 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 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planning & Insurance & Annuities Specialist in Convent Station, NJ vacancy
$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$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...automation and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeSecond jobH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in... ...to the development of innovative tax planning solutions and methodologies- Coaching and...SeniorFull timeH1bLocal area$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- 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
- ...placement division of Henderson Harbor Group, seeks a talented tax senior to join a family office client in Short Hills, NJ,... ...with attorneys, investment professionals, and other advisors to optimize wealth planning, advise on #J-18808-Ljbffr Henderson Harbor GroupSeniorWork at office
$73.9k - $103.5k
Senior Production Specialist, Excess & Surplus Lines At AIG, we are reimagining the way we help customers... ...commercial brokers with non‑admitted insurance solutions for over a half century.... ...Underwriting Guide revisions. Assist in planning, coordinating, and implementing in‑...SeniorContract workWork at office- ...business owners create, protect, and grow wealth through personalized, forward-... ...strategies (retirement, investment, insurance, estate planning) Provide education and guidance to... ...decisions Collaborate with internal specialists, CPAs, and other professionals to...Flexible hours
WealthBridge Financial Group
Morristown, NJ15 days ago $135k - $230k
...up of a brilliant team of tax specialists that work to ensure tax... ...Private Client services. This Tax Senior Manager role will be based out... ...of tax engagements, from planning to completion, to include supervision... ...strategies that optimize wealth preservation, charitable...SeniorFull timeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...and implementing strategic tax planning initiatives to address client needs- Drafting...SeniorFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryA career... ...and progress in our careers, now and in the future.As a Senior Manager, you'll work as part of a team of problem solvers, helping...SeniorFull timeH1bLocal areaOverseas$119k - $218.3k
Position Summary Senior Consultant - Regulatory Change - Investment Management - Enterprise... ...and data analysis, implementation planning, implementation and ongoing monitoring).... ...investment management (asset managers, wealth managers, hedge funds, private equity, fund...SeniorVisa sponsorship- Senior Principal, Operations and Insights The Senior Principal, Operations and Insights will... ...with strategic business goals. Plan and execute remediation strategies to mitigate... ...membership rates. Medical, dental & vision insurance for you, spouse/partner & dependents....SeniorWork at office
- ...people every day by advancing their health, wealth, and careers. We are committed to... ...three days per week in the office). As a Senior Health & Benefits Consultant, you will: Lead... ...dental, vision, life, and disability benefits plans. Guide teams in researching, analyzing,...SeniorWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
Mercer
Convent Station, NJ3 days ago $135k - $230k
...Services Group brings together tax specialists who ensure tax reporting... ...and alignment with strategic planning. Conduct advanced tax... ...planning strategies that optimize wealth preservation, charitable giving... ...Collaborate with partners and senior leadership on client...SeniorLocal area$92.65k - $125k
...-standing, New Jersey based Family Office seeks a talented Tax Senior. Summary: The organization has an extensive investment portfolio... ...investments and a significant volume of tax compliance, planning and research requirements, primarily related to investment partnerships...SeniorWork at officeWork from home$189.2k - $372.9k
...Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...operational upside, synergy planning, and integration/carve-out... .... Our clients include asset, wealth, and investment advisers and... ...managers, broker-dealers, banks, insurance companies, mutual funds,...SeniorOdd jobWork experience placementLocal area$210k
Job DescriptionSenior Principal - Wealth Management & Trust, Infosys ConsultingThe Role -... ...Advisor, provide discovery for goal-based planning, and schedule an appointment.Social App... ...skills with ability to build relationships at senior management and CXO levels.Strong...SeniorFull timeTemporary workWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours$116.2k - $229.1k
Position Summary Insurance finance leaders today face disruption... ...IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the... ...carriers strengthen financial planning, forecasting, and analytics capabilities... ...efforts for life and annuity (L&A), property and casualty...SeniorLocal areaVisa sponsorship- Company DescriptionLeading Healthcare Company looking for a talented Senior Financial Analyst Job DescriptionThe Senior Financial Analyst... ...will work closely with centralized accounting and financial planning and analysis.QualificationsAssist in validating Invigorate...SeniorContract work
- ...clients across Tax, Assurance, Advisory, and Wealth Management - with a focus on... ...not transactions. We are seeking a SALT, Senior Tax Manager to join our State and Local Tax... ...services, including consulting, controversy, planning, and compliance, ensuring quality, accuracy...SeniorLocal areaWork visa
$90k - $100k
...DescriptionFortune 500 CompanyJob DescriptionMUST BE ABLE TO SPLIT TIME BETWEEN NJ & NY OFFICEThe Senior Financial Analyst will be responsible for the analysis and assessment of the Annual Plan to determine the risks and opportunities of the assumptions in relation to overall...SeniorWork at office- ...State Farm Agent is seeking a qualified professional for a Life Insurance Position. You will market life insurance services and products... ...options are available as the agency expands and serves the community with empathy and strategic planning. #J-18808-Ljbffr MarycomitoRemote jobWork from homeFlexible hours
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte... ...discussions on project execution, work planning, and deliverable managementContribute to... ...Transaction, Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real Estate...SeniorWork at officeVisa sponsorship$90k - $110k
DescriptionKforce has a client in Florham Park, NJ that is seeking a Senior Accountant.Summary:We are seeking a detail-oriented and... ...activities* Assist with cash forecasting, budgeting, and financial planning efforts* Create purchase orders and support purchasing...SeniorWork at office- ...manage high-level client relationships while aligning media efforts with brand goals. Ideal candidates will have 8-10 years of media planning experience, excellent communication skills, and a knack for strategic thinking in a fast-paced environment. Join us to shape...Senior
- Wiss in Florham Park, NJ is seeking an experienced Senior Assurance Associate to join our growing Assurance Practice. You will work closely with real estate clients, executing audits from planning through completion and developing strong technical and leadership skills....Senior
- ...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...
- ...Strategy & Operations - Digital SalesPosition SummaryADP is seeking a Senior Director, Strategy & Operations - Digital Sales to serve as a... ...to the Sr. DVP, WWCO Digital Sales.Responsibilities:Strategic Planning & Executive PartnershipServe as the primary Strategy &...Senior
- ...Salary Type AnnuallyIndustry Wealth ManagementSelling Points Collaborate... ...Planner OverviewThe Senior Financial Planner will collaborate... ...service and strategic planning.Shadow the CEO to gain insights... ...CPAs, estate attorneys, and insurance professionals to deliver seamless...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planning & Insurance & Annuities Specialist. Be the first to apply!
Related searches
- medical equipment planner Convent Station, NJ
- production planning specialist Convent Station, NJ
- business continuity planner Convent Station, NJ
- airport planner Convent Station, NJ
- transportation planner Convent Station, NJ
- retail planner Convent Station, NJ
- planning associate Convent Station, NJ
- planner Convent Station, NJ
- party planner Convent Station, NJ
- planning specialist Convent Station, NJ