UHNW Wealth Advisor — Boutique Family Office
Mercer Advisors
Mercer Advisors in Morristown, NJ seeks a Wealth Advisor to deepen client relationships within the Regis Group, serving ultra‑high‑net‑worth families. You will partner with clients to define goals, analyze financial landscapes, and deliver boutique‑level, fiduciary guidance backed by a national team of specialists. The role emphasizes comprehensive planning across tax, estate, insurance, and investments, leveraging Mercer’s integrated solutions. #J-18808-Ljbffr Mercer Advisors
$130k - $160k
About Wiss Private Client Advisors Wiss Family Office currently advises on over $2.0B in assets and is a full-service boutique wealth management firm offering a variety of services to HNW and UHNW client base, with referrals from our parent firm, Wiss (fast-growing full...Work at office$135k - $160k
...Accomodation for Applicants page. Wealth Client Advisor - Family Office Services Team Posted on June 8, 202... ...a well-recognized, high-performing boutique bank and a leader in wealth, lending... ...complex wealth management needs of our UHNW clients and their families ($25M+)....Work at officeFull time$135k - $160k
Peapack Private Bank & Trust in Morristown, NJ is seeking an experienced Wealth Client Advisor to join our Family Office Services Team. This role focuses on supporting UHNW clients in managing complex wealth needs through strategic financial planning. Key responsibilities...Work at office$85k - $145k
...Summary For 40 years, Mercer Advisors has worked with families to help them amplify and... ...$300 million, our family office model was designed to help... ...advantages and challenges. Regis Wealth Advisors work hand‑in‑hand... ...for delivering a boutique‑level, highly intuitive experience...Work at officeTemporary workLocal areaRemote workMonday to Friday$85k - $145k
...Why Work at Mercer Advisors? For more than 40 years... ...Advisors has been helping families amplify and simplify... ...0 million, our family office model – which... ...and challenges. Regis Wealth Advisors work hand-in-... ...responsible for delivering a boutique-level and highly intimate...Work at officeTemporary workLocal areaRemote workMonday to FridayFlexible hours$125k - $150k
...worth individuals and families to enjoy a full life,... ...them to preserve their wealth for future generations... ...capabilities to work in an office environment, which may... ...assets. We combine a boutique’s personal service,... ...closely with senior advisors to develop and implement...Work at officePermanent employmentTemporary workFlexible hours$170k - $180k
...Florham Park, NJ Premier, regional, boutique, law firm provides the highest caliber legal... ...the belief that a healthy life outside the office supports a positive and rewarding legal career... ...support their clients and attorneys as a family. The firm is seeking an associate with at...Work at office$85k - $145k
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives... ...of our clients. Job Summary The Wealth Path Wealth Advisor works in a client... ...Expert use of core technology: Microsoft Office, Box, Custodian Sites, Task...Work at officeTemporary workLocal areaMonday to FridayFlexible hours$125k - $150k
At Premier Path Wealth Partners, we don’t just manage wealth—we help ultra-high-net-worth families build meaningful, multi-generational legacies... ...Associate Wealth Advisor, holding a CFP or equivalent... ...Summer Fridays with early office closure. Education assistance...Work at officeSummer workLocal areaWork from homeMonday to FridayAfternoon shiftEarly shift- ...Experienced Financial Advisor Build the Business You've Always... ...retirement, protection, and wealth accumulation goals Business... ...Professional Support Paid Office Expense Support Marketing... ...Financial Group helps individuals, families, and business owners pursue...Work at officeRemote work
$200k
...Financial Advisor Company: Simon Quick Advisors Position: Financial... ...solutions for affluent families, business owners and executives... ...designing and executing strategic wealth management solutions that... ...~ Experience with Microsoft Office (Excel, Outlook, Word). ~ Experience...Work at officeLocal area- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote... ...trusted professional who helps individuals, families, and business owners make important... ...~401(k) Professional Support Paid Office Expense Support Marketing Support Training...Work at officeImmediate startRemote work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a... ...vision and goals like opening an office, joining a sophisticated team,... ...benefits at every stage of family planning #LI-Onsite Qualifications... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (...Work at officeFull timeContract workFor contractors- Merrill Wealth Management is seeking a Financial Advisor in Florham Park, NJ. This role involves developing relationships with high-net worth individuals and providing comprehensive investment recommendations tailored to their financial goals. The ideal candidate will...Work at office
- ...Fall 2025 Join our dynamic team at Financial Consultant Group, a boutique investment advisory and brokerage services firm, where you’ll... ...Provide ad hoc support across departments in a small office setting Participate in data entry, reconciliation, and document...Work at officeWork experience placementInternshipFlexible hours
$110k - $130k
...The Senior Consultant can be based in any of the following US office locations: Boston, MA; Buffalo, NY; East Brunswick, NJ; New York... ...genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity,...Work at officeWork experience placementLocal area- A leading wealth management firm in New Jersey seeks a Senior Financial Advisor to lead client relationships and deliver holistic wealth management advice. The candidate will oversee comprehensive wealth management planning for high-net-worth clients, utilizing investment...
$85k - $145k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...Advisors has been helping families amplify and simplify their financial... .... Job Summary: The Wealth Path Wealth Advisor works in... ...Core Technology (Microsoft Office, Box, Custodian Sites, Task...Work at officeTemporary workLocal areaMonday to FridayFlexible hours- ...Our client, a well-established and highly regarded boutique family law firm in New Jersey, is seeking a Family Law Associate Attorney handling... ...Ability to manage multiple matters and deadlines Must be able to work in-office daily in the Watchung, NJ area #J-18808-Ljbffr...Work at officeImmediate start
$165k - $195k
...P.C. is seeking a Senior Associate/Counsel for its Florham Park, NJ office. The successful candidate will assist in managing a caseload and represent clients in various legal matters, including family law and commercial litigation. The ideal applicant will have over 5...Work at office- ...in Morristown, NJ, to support the day-to-day operations of multi-family residential properties. The ideal candidate has at least three... ...highly organized, detail-oriented, and proficient in Microsoft Office. The position offers a salary between $55K and $60K, health insurance...Work at office
$72k - $95.8k
...Work Location : Florham Park Work Schedule : Hybrid (3 days in office 2 days from home) Key Responsibilities Review and evaluate customer... ...benefits package that supports the whole person and their families through a balanced approach to mental, physical, and financial...Work at officeFull timeTemporary work$100k - $250k
...About Strategic People Advisors Strategic People Advisors ( is... ...recruit for a premier, established wealth management practice aligned... ...program, full back-office administrative support, and localized... ...management guidance to individuals, families, and business owners....Work at officeLocal area$135k - $145k
...take place inside and outside of a company office. The preferred locations are: Raleigh, NC... ...Clara, CA. The Credit Administration Advisor supports the Bank's commercial risk rating... ...offerings, including those designed to support families, however defined. #J-18808-Ljbffr First...Work at officeFull time- ...Financial Solutions Advisor - Northwest NJ Market Morristown, New Jersey;Succasunna, New Jersey; Denville, New Jersey; Livingston,... ...communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance...Work at officeTemporary workMonday to FridayShift workDay shift
$165k - $195k
...practice, seeks a Senior Associate/Counsel for its’ Florham Park, NJ office. The Senior Associate/Counsel is responsible for assisting and/... ...negotiation of agreements. Matters will include sophisticated family law matters as well as general commercial litigation. Key...Work at office- ...financial due diligence. You will drive project management across multiple due diligence streams within a leading firm. Based in any US office including Whippany, NJ; 2+ years of M&A experience and CPA involvement are required. Strong Excel/PowerPoint skills, willingness to...Work at office
$80k - $90k
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help... ...America. Merrill is committed to an in-office culture with specific requirements for office...Work at officeInterim roleLocal areaImmediate startShift workDay shift- Bank of America in Morristown, NJ is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions to... ...one year in investments or financial services. This role entails office-based work, a 40-hour week, and benefits eligibility. #J-18808...Work at office
$75k - $125k
...position title] within PNC's [name of division] organization, you will be based in [city/state location of position]. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with...Work at officeFull timeTemporary workPart timeWork experience placement
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