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Senior Financial Advisor | CFP Leadership

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: Simon Quick Advisors
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 200000 USD Yearly USD 200000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Advisor | CFP, Growth & Leadership
A financial advisory firm based in New Jersey seeks a Financial Advisor to manage client relationships and provide comprehensive financial planning solutions. The advisor will design and execute wealth management strategies, ensuring alignment with clients' unique goals. Candidates should have over 15 years of relevant experience and hold a CERTIFIED FINANCIAL PLANNER™ certification. A strong proficiency in financial software and Microsoft Office is essential, as well as a proven track record in client engagement and investment management.

A competitive compensation starting at $200,000 is offered.
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Position Requirements
10+ Years work experience
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