Senior Wealth Planning & Insurance Investment Advisor
$68k - $120k711 MS Smith Barney, LLC
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 financial planning and relevant licenses. The position offers a competitive salary range of $68,000 – $120,000 per year, along with comprehensive benefits including medical, dental, vision, and retirement plans. #J-18808-Ljbffr 711 MS Smith Barney, LLC
$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$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, 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 in Summit, NJ is seeking a Financial Advisor to help clients achieve their financial goals while providing exceptional service. This role includes... ...client relationships, facilitating financial planning, and sourcing prospects. The ideal candidate...Senior
$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- ...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
- A leading wealth management firm in Morristown, NJ is seeking a proactive... ..., and expertise in financial planning. The successful candidate will work alongside senior advisors, managing client relationships... ...and delivering comprehensive investment advice. Responsibilities...Senior
$68k - $120k
POSITION SUMMARY The Investment Consultant - Wealth Planning Specialist is a senior level resource available to FA/PWA team that is responsible for the development... ...to specializing in the sale of annuities and insurance solutions to complement those financial plans. DUTIES...Temporary workWork experience placementLocal area$68k - $120k
POSITION SUMMARY The Investment Consultant - Wealth Planning Specialist is a senior level resource available to the FA/PWA team responsible for the development,... ...clients, specializing in the sale of annuities and insurance solutions. DUTIES AND RESPONSIBILITIES Provide...Temporary workWork experience placement$68k - $120k
...in Morristown, New Jersey is seeking an Investment Consultant - Wealth Planning Specialist to oversee financial plans for clients. This senior role involves developing and... ...comprehensive strategies and selling annuities and insurance solutions as necessary. The ideal...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$85k - $145k
For 40 years, Mercer Advisors has worked with families to help them amplify... ...lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single... ...of our clients. Job Summary The Wealth Path Wealth Advisor works in a client...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$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...SeniorFull timeH1b$133.75k - $200k
...liaison for groupwide strategy initiatives Assist in annual planning and budget process Help develop AI capabilities to improve... ...plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave...SeniorTemporary work$80k - $100k
...enabling them to preserve their wealth for future generations, and... ...role in supporting Wealth Advisors (WAs) by providing... ...Increasing level of financial planning and investment knowledge through practice... ...Dental, Vision & Life and AD&D Insurance* Employer paid Short-term &...SeniorPermanent employmentTemporary workWork at officeFlexible hours$75k
...s success. As a Financial Advisor within PNC Wealth Management, you will be based... ...execute an advice and planning strategy focused on helping... ...clients meet their savings, investing and retirement goals. Our... ...on investment and insurance strategies, as well as the...Full timeTemporary workPart timeWork experience placementWork at office- WealthBridge Financial Group in Morristown is looking for a Financial Consultant to develop personalized financial plans for clients, guiding them through key financial decisions and objectives. The ideal candidate will have a Bachelor's degree in finance, along with strong...
- 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
$50 - $60 per hour
...completed or in progress) is 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...Hourly payContract workFor contractorsWork experience placementRemote work$85k - $145k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single... .... Job Summary: The Wealth Path Wealth Advisor works in...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$85k - $145k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single... ...and challenges. Regis Wealth Advisors work hand-in-hand with...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Cfins is seeking a Senior Business Analyst to join their Morristown team. In this role, you will drive the planning, design, and implementation of business and operations systems... ...software solutions related to P&C insurance. This position offers a competitive compensation...Senior
$77k - $202k
...for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic... ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver...SeniorFull timeH1b- 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
- ...Your role We're looking for a Senior Wealth Strategy Associate to: • keep management systems... ...new accounts and service requests • plan team marketing events and maintain... ...asset management solutions and focused investment banking capabilities. Headquartered in Zurich...SeniorWork at officeFlexible hours
- ...and process. Large wholesale lenders are investing heavily in modernizing their business,... ...parts of projects, from client buy‑in to planning, budgeting, and execution. Source and coordinate... ...technology offerings. Become a trusted advisor for C‑suite clients looking to solve...SeniorLive inWork at officeLocal area
- ...Experienced Financial Advisor Build the Business... ...value ✅ Succession planning support ✅ A collaborative... ..., protection, and wealth accumulation goals... ...Financial Benefits ~ Health Insurance ~ Life Insurance ~... ...Advisor ↓ Senior Financial Advisor ↓...Work at officeRemote work
$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... ...management and a strong understanding of investment accounts and financial markets....SeniorFull time$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$145k - $185k
...helps personal, business, commercial and wealth clients build financial strength that... ...cash flow, real estate and asset based senior debt for entertainment, gaming, communications... ...is responsible for the management of investments in th Technology, Media, & Telecom (TMT)...SeniorWork at office
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