Senior Wealth Advisor

Unclassified - Morristown, NJ

Full-time - Senior

Onsite - Morristown, NJ

About the position

The Senior Wealth Advisor position at a UHNW Wealth Management Firm in Northern New Jersey is designed for an experienced financial professional with a minimum of 10 years in the financial services industry, particularly in private banking. The role focuses on managing client assets ranging from $1 million to $10 million, providing personalized financial advice, and ensuring compliance with regulatory requirements while delivering exceptional client service.

Responsibilities

• Develop and maintain strong relationships with clients, providing personalized financial advice and solutions tailored to their individual needs.
• Offer comprehensive investment management services, including portfolio analysis, risk assessment, and strategic asset allocation.
• Provide trust and estate planning services, guiding clients through the complexities of wealth transfer and tax optimization.
• Maintain a thorough understanding of market trends and investment products to deliver informed advice without pushing specific products.
• Collaborate with internal teams and external partners to ensure a holistic approach to client financial planning.
• Stay compliant with regulatory requirements and adhere to industry best practices.

Requirements

• Minimum of 10 years of experience in financial advisory or private banking.
• Proven track record of managing client relationships and delivering exceptional client service.
• Strong knowledge of investment management, trust services, and estate planning.
• Excellent communication and interpersonal skills, with the ability to convey complex financial concepts in an understandable manner.
• Relevant certifications (e.g., CFP, CFA, or equivalent) are preferred.