Wealth Planning Associate

Simon Quick Advisors, LLC; Morristown (NJ); Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

Simon Quick Advisors is seeking an Associate in Morristown, NJ to support Client Advisors in designing comprehensive wealth management strategies. The role emphasizes high-touch client service across investments, tax planning, estate planning, and cash flow, with a developmental path toward lead advisory and CFP designation.

The position offers a hybrid work model and a starting compensation of $90,000+ (commensurate with experience) plus bonus and benefits, reflecting the firm’s focus on

Qualifications

• Bachelor’s degree required.
• 3-6 years of financial services experience.
• Experience with Fidelity and Schwab.
• Experience using DocuSign, Orion, Salesforce, and eMoney.
• Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word).
• Pursuit and attainment of CFP® designation as part of long-term development.

Responsibilities

• Assist in analyzing client goals and financial data to propose tailored recommendations across wealth management.
• Provide high-quality client service and daily communication support.
• Coordinate and monitor implementation of investment and financial plans.
• Prepare and review client performance and planning reports for accuracy.
• Maintain fiduciary, compliance and procedural standards in all client interactions.

Skills

Attention to Detail

Client Focus

Problem Solving

Communication

Technical Proficiency

Adaptability

Analytical Thinking

Accountability

Collaboration

Confidentiality

Education

Bachelor’s degree

Tools

Fidelity

Schwab

DocuSign

Orion

Salesforce

eMoney

Microsoft Office

Job description

Simon Quick Advisors is seeking an Associate in Morristown, NJ to support Client Advisors in designing comprehensive wealth management strategies. The role emphasizes high-touch client service across investments, tax planning, estate planning, and cash flow, with a developmental path toward lead advisory and CFP designation.

The position offers a hybrid work model and a starting compensation of $90,000+ (commensurate with experience) plus bonus and benefits, reflecting the firm’s focus on