A well-established, full-service Wealth Management firm is selectively adding senior talent to its advisory platform. The firm is seeking experienced professionals for one of two closely aligned roles:
Wealth Management Relationship Manager (CFP required)
and
Portfolio Manager – Wealth Management (CFA preferred) . Both positions focus on advising high-net-worth and ultra-high-net-worth individuals and families, delivering sophisticated investment management, planning, and long‑term relationship solutions. The roles are based in New Jersey with a hybrid work model and require 5+ years of wealth management experience along with a Series 65 (or the ability to obtain within a reasonable amount of time). The firm offers a well-established, full‑service platform with a strong reputation, depth of resources, and a long‑term, client‑first culture.
#J-18808-Ljbffr
Wealth Management Relationship Manager (CFP required)
and
Portfolio Manager – Wealth Management (CFA preferred) . Both positions focus on advising high-net-worth and ultra-high-net-worth individuals and families, delivering sophisticated investment management, planning, and long‑term relationship solutions. The roles are based in New Jersey with a hybrid work model and require 5+ years of wealth management experience along with a Series 65 (or the ability to obtain within a reasonable amount of time). The firm offers a well-established, full‑service platform with a strong reputation, depth of resources, and a long‑term, client‑first culture.
#J-18808-Ljbffr