Senior Wealth Advisor
$25,000–$25,000 year
On-siteMorristown, New Jersey, United States
Morristown, New Jersey, United StatesOn-siteFull Time$25,000–$25,000 yearSenior LevelSmall
Full TimeSenior LevelSmall
Job Summary
Senior Wealth Advisor responsible for managing ultra-high net worth client relationships (25M–1B net worths) in the Northern NJ region, delivering comprehensive wealth management, complex tax and estate planning strategies, investment management, and family office services. Accelerated track to Market Leader in 2027 with a succession-driven path toward partnership and equity; role is not commission-based and does not require a portable book of business.
Required Qualifications
- 10+ years of wealth management experience advising ultra-high net worth clientele
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