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Senior Wealth Advisor & Client Growth Leader

Job in Morristown, Hamblen County, Tennessee, 37815, USA
Listing for: Simon Quick Advisors, LLC
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 USD Yearly USD 200000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Morristown, NJ seeks an experienced Financial Advisor to serve as the primary relationship manager for clients. This role involves developing and implementing financial plans, analyzing portfolios, and identifying growth opportunities. The ideal candidate will have over 15 years of experience and be a CERTIFIED FINANCIAL PLANNER™, keenly focused on client relationships and strategic financial management.

This position offers a base compensation starting at $200,000 with significant growth potential.
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Position Requirements
10+ Years work experience
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