Manager, Client Service (Morristown, NJ)

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Morristown Posted 30+ days ago
Why Work at the company? For more than 40 years, the company has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, the company is an independent fiduciary legally bound to act in our clients’ best…

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