About this role
Financial Advisor at Simon Quick Advisors. Location: Morristown or New Jersey. Role: Manage relationships, Plan finances, Oversee investments Requirements: 15+ years relevant experience; Certified Financial Planner (CFP); proficient in Microsoft Office; experience with eMoney Advisor, Orion, Salesforce; familiarity with Fidelity and Schwab. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Excel, Outlook, Word, eMoney Advisor, Orion, Salesforce, Fidelity, Schwab Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English