Description
Simon Quick Advisors is hiring a Financial Advisor in Morristown, New Jersey, with a base salary starting at $200,000. The role serves as a primary client relationship manager, delivering comprehensive financial planning, investment oversight, tax and estate strategies, and high-touch client service. It also includes organic client growth, coordination with internal and third-party teams, regulatory compliance, and people-management responsibilities for junior advisors or support staff. The position requires 15+ years of relevant experience, CERTIFIED FINANCIAL PLANNER™ certification, and experience with Microsoft Office, eMoney Advisor, Orion, Salesforce, Fidelity, and Schwab.
