Senior Wealth Planner & Client Strategy Lead
$80k - $100kDormont Manufacturing Co
Dormont Manufacturing Co in 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 a salary range of $80,000 to $100,000 annually and requires physical capabilities to work in an office environment. Strong communication skills and proficiency in financial planning tools are essential. #J-18808-Ljbffr Dormont Manufacturing Co
- A leading wealth management firm in Morristown, NJ is seeking a proactive Wealth Planner to join their advisory team. This position requires 8+... ...particularly with high net worth clients, and expertise in financial... ...will work alongside senior advisors, managing client relationships...Senior
$125k - $150k
Dormont Manufacturing Co in Morristown, NJ is seeking a proactive Wealth Planner to join our advisory team. This role requires a solid... ...individuals. The Wealth Planner will serve as the primary advisor for client relationships, coordinating wealth management solutions and...Suggested$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...SeniorFull time- 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
- OnePoint BFG Wealth Partners in Parsippany, New Jersey, is seeking a Financial Planner. This role is essential in supporting Wealth Advisors and involves managing client meetings, creating financial plans, and coordinating strategies with various professionals. The ideal...Suggested
$68k - $120k
...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...Senior- 慨正橡扯 is seeking an Onboarding Manager in Whippany, NJ to shape the client experience through streamlined onboarding strategies. In this role, you'll drive high-touch onboarding for Financial Sponsors clients, ensuring compliance and operational efficiency. The ideal candidate...Senior
$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 Help with the preparation of reports and other materials for client meetings Collect the...SeniorFull timeWork at office- A leading engineering firm in Morristown, NJ, seeks a Transmission Planning Consultant skilled in electrical transmission planning and... ...conducting a variety of studies and providing consulting services to clients. Ideal candidates have a Bachelor’s degree in Engineering, a...Senior
- 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
$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$140k - $175k
Barclays is seeking a Client Implementation Manager to manage product and service implementations for clients at their Whippany, NJ location... ...risk management skills, and will effectively communicate with senior stakeholders. A salary ranging from $140,000 to $175,000 per...Senior- ...Director for their Analytics and Performance Excellence function. The role focuses on providing analytics leadership for market access strategies and requires 10+ years in analytical roles within the healthcare industry. Strong communication skills and the ability to...Senior
- Sanofi is seeking a Human Factors & Usability Engineering Associate Director in Morristown, NJ, to lead HF/UE strategy and execution. You will ensure user-centric design while managing complex programs across multiple business units. The ideal candidate holds a Bachelor...Senior
- ...team in New Jersey. In this role, you will lead qualitative research projects, ensuring high-quality insights for leading CPG clients. The ideal candidate holds a degree in a relevant... .... We offer competitive salaries and a wealth of benefits in a collaborative culture...SeniorWorldwide
$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- KPMG Careers is seeking a Senior Manager to join our Mergers & Acquisitions practice in Short Hills, NJ. You will advise clients on corporate tax services, work with a multi-disciplinary team, and help develop staff. This position requires at least eight years of experience...Senior
$126.3k - $210.5k
...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... ..., excellent communication skills, and a client-centered approach. Comprehensive benefits...Senior- A leading financial institution is seeking a Wealth Management Business Development Officer in Morristown, NJ. This growth... ...of referral partners, expanding client acquisition, and guiding prospects... ...spanning business strategy and collaboration with internal partners...
$110k - $215k
Bank of America is seeking an experienced professional to expand client relationships in Florham Park, New Jersey. The position focuses on advising clients on their financial needs, emphasizing investment products, and executing the Client Management Process. Ideal candidates...Senior$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- A leading 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 and organizational development while supporting succession planning and developing...Senior
$114.1k - $211.9k
Novartis Farmacéutica is seeking a Senior Manager, Qualification in Morris Plains, NJ. This pivotal leadership role involves overseeing site qualification strategies for equipment and computerized systems within pharmaceutical operations. The ideal candidate will need...Senior- Allergan seeks an Associate Director for US Market Access to lead the VRAYLAR Integrated Access Strategy, ensuring alignment across commercial and Medicare contracting efforts. The ideal candidate will possess a Bachelor's degree, 5+ years of experience in market access...Senior
- AXIS (AXIS Capital) is seeking a State Filings Analyst to lead strategy and execution of ISO-based rate and form filings. This role requires deep ISO expertise, working with underwriting and legal teams to interpret complex regulatory requirements. The ideal candidate will...SeniorWork at office
$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type:... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses... ...experiences you need to lead and deliver value at this... ...efficiencies. As a Senior Associate you shall...SeniorFull timeH1b- Wealth Enhancement Group in Summit, NJ is seeking a Financial Advisor to help clients achieve their financial goals while providing exceptional service. This role includes managing client relationships, facilitating financial planning, and sourcing prospects. The ideal...Senior
- ...OverviewA law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Parsippany, NJ.... ...international tax matters and cross-border planning strategies. Develop sophisticated estate planning and tax-...SeniorRemote work
$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type... ...to help our clients meet their tax obligations... ...in the future. As a Senior Manager, you'll work as... ...complex business issues from strategy to execution. PwC... ...engagements. Initiate and lead open conversations with...SeniorFull timeH1bLocal areaOverseas$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type:... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses... ...experiences you need to lead and deliver value at this... ...tax solutions. As a Senior Associate you will...SeniorFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & Client Strategy Lead. Be the first to apply!
- distribution planner Convent Station, NJ
- party planner Convent Station, NJ
- transportation planner Convent Station, NJ
- manufacturing planner Convent Station, NJ
- retail planner Convent Station, NJ
- planning specialist Convent Station, NJ
- airport planner Convent Station, NJ
- planner Convent Station, NJ
- production planning specialist Convent Station, NJ
- planning associate Convent Station, NJ

