Top 100 Wealth management Jobs in Morristown Nj

Associate Wealth Advisor - Egan Wealth Advisors
HighTower Advisors —Madison, NJ
- $80,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
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Wealth Management Trainee (NJ)
Bankers Life —Parsippany-Troy Hills, NJ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (NJ)
Bankers Life —Bridgewater, NJ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Planning Analyst
Mariner Wealth Advisors —Florham Park, NJ
- $68,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Private Wealth Management Client Service Associate
Morgan Stanley —Paramus, NJ
- $68,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Wealth Client Advisor - Family Office Services Team
Peapack Private Bank & Trust —Morristown, NJ
- $135,000 - $160,000 a year
- 7 years
- Research
- Office
- Employee stock purchase plan
- Health insurance
Relationship Manager, Portfolio Management
Glenmede Trust Co —Florham Park, NJ
- $170,000 - $325,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Commuter assistance
- Health savings account
Private Wealth Management Investment Consultant
Morgan Stanley —Morristown, NJ
- $68,000 - $120,000 a year
- Full-time
- Office
- Senior level
- Communication skills
- Health savings account
- Paid holidays
Wealth Management Associate
Equitable Advisors —Morristown, NJ
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Entry-Level Financial Specialist
New York Life-NJ General Office —Newark, NJ
- $60,000 - $90,000 a year
- Bachelor's degree
- Financial services
- Business Administration
Quick Apply
Relationship Manager, Wealth Advisory
Glenmede Trust Co —Florham Park, NJ
- $125,000 - $275,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Business development
- Commuter assistance
- Health savings account
Wealth Management Client Associate
Bank of America —Bridgewater, NJ
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Registered Wealth Management Client Associate
Bank of America —Iselin, NJ
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Investment Management Associate
Wiss & Company, LLP —Florham Park, NJ
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
- 401(k)
Quick Apply
Municipal Bonds Trader
Stifel —Morristown, NJ
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Wealth Management Advisor
Aptimized —Fairfield, NJ
- $250,000 - $500,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Asset and Wealth Management - Client Information Product Delivery Lead - Associate
JPMorganChase —Jersey City, NJ
- $59,850 - $95,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Portfolio Manager
Peak6 —Bridgewater, NJ
- Hybrid work
- Mid-level
- 2 years
- Health savings account
- Health insurance
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Westfield, NJ
- $76,500 - $127,500 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Wealth Management Advisor
TSG —Jersey City, NJ
- $2,000 - $50,000 a month
- Full-time
- Research
- Mid-level
- Office
Quick Apply
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wealth management jobs near morristown nj

Associate Wealth Advisor - Egan Wealth Advisors

HighTower Advisors -
Madison, NJ

Quick Apply

Job Details

Full-time
$80,000 - $95,000 a year

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Financial planning software
Customer communication
Financial plan development

Full Job Description

About Egan Wealth Advisors
Egan Wealth Advisors is a private wealth management and financial planning team serving individuals, families, business owners, and retirees throughout New Jersey and New York. We provide personalized investment management, comprehensive financial planning, and long-term wealth strategies that help clients navigate complex financial decisions with confidence. We build our success on trusted relationships, exceptional client service, and a commitment to understanding each client's goals. We take pride in delivering customized solutions that empower clients to build their wealth for generations to come.

The Opportunity
Egan Wealth Advisors is looking for an Associate Wealth Advisor to join our growing team in Madison, NJ. This role is ideal for a client-focused professional who excels in a collaborative environment and is passionate about helping clients achieve their financial goals.
Reporting directly to a Senior Wealth Advisor, you will help support client relationships, financial planning plans, investment management activities, and overall practice operations. We offer exposure to clients and a clear path for professional growth within a wealth management practice.

This position requires an in-office presence five days per week and is located in our Madison, NJ office.

What You'll Do

Support the onboarding process for new clients, ensuring a seamless and professional experience.
Help prepare for client meetings, including gathering data, developing presentations, and coordinating follow-up activities.
Respond promptly and professionally to client service requests and account inquiries.
Prepare investment analyses and proposals for client consideration.
Support financial planning and wealth management plans across the practice.
Collaborate with advisory, planning, operations, and relationship management teams to deliver exceptional client experience.
Maintain accurate client records and assist with account administration and documentation.
Ensure adherence to regulatory requirements, team policies, and industry best practices.
Contribute to process improvement projects that enhance efficiency and client service.

What You Bring

3+ years of experience within the wealth management, investment management, or financial advisory industry.
Bachelor's degree in Finance, Economics, Business, or a related field preferred.
CFP® certification, active pursuit of CFP® certification, or willingness to obtain certification within three years of employment.
Experience with financial planning, investment management, and advisory operations.
Strong analytical, problem-solving, and critical thinking skills.
Excellent written, verbal, and interpersonal communication skills.
Team-oriented mindset with a willingness to support a growing advisory practice.
Experience using eMoney, Salesforce, Tamarac, or similar wealth management technology platforms.
Previous experience interacting directly with high-net-worth clients.

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $80,000-95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
Direct client exposure and hands-on advisory experience
Significant opportunities for career growth

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Quick Apply

Refine Your Search

wealth management jobs in morristown nj

Associate Wealth Advisor - Egan Wealth Advisors

Wealth Management Trainee (NJ)

Wealth Management Trainee (NJ)

Wealth Planning Analyst

Private Wealth Management Client Service Associate

Wealth Client Advisor - Family Office Services Team

Relationship Manager, Portfolio Management

Private Wealth Management Investment Consultant

Wealth Management Associate

Entry-Level Financial Specialist

Relationship Manager, Wealth Advisory

Wealth Management Client Associate

Registered Wealth Management Client Associate

Investment Management Associate

Municipal Bonds Trader

Wealth Management Advisor

Asset and Wealth Management - Client Information Product Delivery Lead - Associate

Portfolio Manager

Premier Client Banker - PNC Wealth Management

Wealth Management Advisor

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