Corient seeks an experienced wealth advisory professional to lead key client relationships and deliver integrated investment, planning, and family office services for ultra-high and high-net-worth clients in New Jersey. You will guide meetings, tailor comprehensive plans, and mentor junior advisors while staying current on market and tax developments.
The role requires a strong track record in wealth management, relevant credentials (CFP/CFA/CPA/JD/MBA), and a client-centered, compliance-focused
#J-18808-LjbffrSenior Wealth Advisor | Client Relationship Lead in morristown at Unknown Company
This position is listed as full time and onsite.