About this role
Wealth Advisor at Ci. Location: Morristown, New Jersey, United States. Role: advise clients, lead meetings, coordinate solutions Requirements: 8+ years in wealth management; CFA/CFP/CPA/JD/MBA; bachelor's in Finance or Economics; proven client relationship and advisory skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cfa, cpa, jd, mba Commitment: Full Time Workplace: Onsite Languages: English