Simon Quick Advisors, LLC · 1 week ago
Financial Advisor
Morristown, NJ
Full-time
Onsite
Senior Level, Lead/Staff
$200K/yr - $200K/yr
15+ years expSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. The Client Advisor serves as a primary relationship manager, delivering comprehensive financial planning and wealth management solutions tailored to each client’s unique goals.
Financial Services
Responsibilities
Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs. Ensure consistent communication and high-touch service to foster long-term engagement
Financial Planning & Strategy: Develop and implement comprehensive financial plans that align with clients' long-term goals, considering tax strategies, estate planning, and risk management. Provide informed investment advice tailored to individual client profiles
Investment Oversight: Construct, review, and continuously monitor Investment Policy Statements to ensure alignment with client objectives. Analyze portfolio performance, asset allocation, and risk exposure, making adjustments as necessary
Organic Growth: Identify and pursue organic growth opportunities by deepening existing client relationships, uncovering unmet needs, and generating referrals through exceptional service and strategic engagement
People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services
Work closely with internal teams, including investment analysts, client service professionals, and operations, to execute client strategies seamlessly
Organize and lead client meetings and phone conferences
Develop relationships with COIs to triangulate the team and better serve the client
Monitor client liquidity needs and daily account activity reports
Interact with third-party service providers (custodians, reporting providers, other advisors)
Oversee documentation processes for account opening, investments, money movement, and account maintenance
Ensure all financial planning and investment activities comply with regulatory requirements and firm policies
Maintain client confidentiality and assist in identifying potentially fraudulent activity
Qualification
Required
15+ years of relevant experience
CERTIFIED FINANCIAL PLANNER™ certification required
Experience with Microsoft Office (Excel, Outlook, Word)
Experience with eMoney Advisor, Orion, and Salesforce
Experience working with Fidelity and Schwab
Company
Simon Quick Advisors, LLC
Our mission statement is to give our clients the freedom to pursue what matters most to them.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Benjamin Renzo
Managing Director, Head of Family Office
Darcy O'Brien
Chief Marketing Officer
Recent News
2025-09-04
Company data provided by crunchbase