About this role
Wealth Advisor at Ci. Location: Morristown, New Jersey, United States. Role: Lead meetings, Advise clients, Coordinate services Requirements: 8+ years in Wealth Management; CFP/CFA/CPA/JD/MBA; bachelor's in Finance or Economics; strong client relationship and communication skills; ability to lead and collaborate with teams. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Financial planning software Certifications: cfp, cfa, cpa, jd, mba Commitment: Full Time Workplace: Onsite Languages: English