About this role
Advisor - Morristown at Brighton Jones. Location: Morristown, New Jersey, United States. Role: managing clients, analyzing data, leading meetings Requirements: 4+ years in financial planning/wealth management; undergraduate degree; CFP, CPA, CFA, or JD; proficiency with Microsoft Office; strong organization and communication skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Portfolio management software, CRM Certifications: cfp, cpa, cfa, jd Commitment: Full Time Workplace: Onsite Languages: English