Senior Wealth Advisor - Livingston

Only for registered members Livingston, United States

5 days ago

Default job background
$120,700 - $214,000 (USD)

Job summary

We are looking for a Senior Wealth Advisor to work in our Livingston NJ office. The role involves providing Total Wealth Advisory services to clients and managing their relationships.

Responsibilities

  • Gather data from clients in the planning process.
  • Oversee and delegate financial planning work.

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