Financial Advisor — Wealth Management

Job overview

The Financial Advisor — Wealth Management role is onsite in Morristown, NJ. Base compensation starts at $200,000 per year. Simon Quick Advisors is an independent, employee-owned registered investment adviser serving affluent families, business owners, and executives with holistic financial planning. The advisor owns client relationships and develops comprehensive financial plans and investment strategies aligned with clients’ goals. The role also monitors portfolios, identifies growth opportunities, collaborates with internal teams, and is expected to expand into people-management responsibilities.

What you'll do

• Serve as primary contact for assigned clients
• develop financial plans covering investment, tax, estate, and risk considerations
• construct and monitor Investment Policy Statements and portfolios
• identify organic growth and referral opportunities
• mentor junior advisors or support staff
• coordinate with internal teams and third-party providers
• lead client meetings
• oversee account documentation
• comply with regulatory and firm requirements
• protect client confidentiality.

What we're looking for

Skills & competencies

full-time

financial advisor

wealth management

morristown nj

simon quick advisors

financial planning

investment management

client relationships

portfolio oversight

certified financial planner

15+ years experience

$200k base starting

Work arrangement

• Weekend coverage required

Why this role

Requires 15 or more years of relevant experience and Certified Financial Planner certification. The role is expected to develop into people-management responsibilities.

About the employer

Simon Quick Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.