Senior Wealth Advisor & Client Relationship Leader

Simon Quick Advisors; Morristown (NJ); On-site; USD 180,000 - 220,000; Full time

Job summary

Simon Quick Advisors in Morristown, NJ seeks an experienced Financial Advisor to own client engagement and deliver holistic wealth management solutions. You will integrate investment management, tax efficiency, and estate planning while collaborating with internal teams to ensure seamless service.

The role includes expanding into people management, mentoring junior advisors, and leading client relationships with integrity and client-centered excellence. CFP required and base starting at $200,000.

Qualifications

• 15+ years of relevant experience.
• CERTIFIED FINANCIAL PLANNER™ certification required.
• Experience with Microsoft Office (Excel, Outlook, Word).
• Experience with eMoney Advisor, Orion, and Salesforce.
• Experience working with Fidelity and Schwab.

Responsibilities

• Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs.
• Financial Planning & Strategy: Develop and implement comprehensive financial plans that align with clients’ long-term goals, considering tax strategies, estate planning, and risk management.
• Investment Oversight: Construct, review, and monitor Investment Policy Statements; analyze portfolio performance and risk exposure.
• Organic Growth: Identify and pursue organic growth opportunities by deepening existing client relationships and generating referrals.
• People Management: Manage a team of junior advisors or staff, mentoring and providing development while leading client relationships.
• Work closely with internal teams to execute client strategies seamlessly.
• Organize and lead client meetings and conferences.
• Develop relationships with COIs to better serve the client.
• Monitor client liquidity needs and daily account activity reports.
• Interact with custodians and service providers.
• Oversee documentation for account opening, investments, and transfers.
• Ensure compliance with regulatory requirements and firm policies.
• Maintain client confidentiality and assist in fraud detection.

Skills

Client Relationship Management

Strategic Financial Planning

Team Collaboration

Analytical Thinking

Attention to Detail

Time Management

Technology Proficiency

Regulatory Knowledge

Communication Skills

Growth Oriented

Education

CERTIFIED FINANCIAL PLANNER™

Tools

Excel

Outlook

Word

eMoney Advisor

Orion

Salesforce

Fidelity

Schwab

Job description

Simon Quick Advisors in Morristown, NJ seeks an experienced Financial Advisor to own client engagement and deliver holistic wealth management solutions. You will integrate investment management, tax efficiency, and estate planning while collaborating with internal teams to ensure seamless service.

The role includes expanding into people management, mentoring junior advisors, and leading client relationships with integrity and client-centered excellence. CFP required and base starting at $200,000.