Wealth Planning Associate — Hybrid, Path to CFP
Simon Quick Advisors, LLC
Simon Quick Advisors in Morristown, NJ seeks an Associate to support Client Advisors in delivering comprehensive wealth management. You will assist across investments, taxes, estates, and cash flow, contributing to data‑driven financial plans and strong client relationships. This role is designed as a developmental path toward becoming a lead advisor and earning the CFP designation, with exposure to all facets of holistic planning and client service. #J-18808-Ljbffr Simon Quick Advisors, LLC
Vacancy posted more than 2 months ago
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