Senior Financial Advisor
On-site · Morristown, New Jersey, United States
Job Summary
Senior Financial Advisor at a UHNW Wealth Management Firm in Northern New Jersey. Core responsibilities include developing and maintaining strong client relationships; providing personalized investment management services such as portfolio analysis, risk assessment, and strategic asset allocation; delivering trust and estate planning guidance for wealth transfer and tax optimization; maintaining market awareness to deliver informed advice; ensuring regulatory compliance; collaborating with internal teams and external partners to provide a holistic financial planning approach; and communicating complex concepts clearly to clients.
Required Qualifications
- Minimum of 10 years of experience in financial advisory or private banking.
- Relevant certifications (e.g., CFP, CFA, or equivalent) are preferred
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