{"id":4102235,"url":"https://alion.io/job/simon-quick-advisors-financial-advisor-simon-quick-advisors","title":"Financial Advisor - Simon Quick Advisors","company":{"id":2251207,"name":"Simon Quick Advisors","domain":"simonquickadvisors.com","url":"https://alion.io/company/simonquickadvisors","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"JazzHR","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"staff","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Morristown, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":15,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-11-11T21:58:43Z","employer_posted_date":"2026-11-11","last_verified_at":"2026-11-12T10:45:39Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Company: Simon Quick Advisors\nPosition: Financial Advisor\nLocation: Morristown, NJ\nCompensation: Base starting at $200,000\n______________________________________________________________\nCompany Description\nSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.\nOur purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.\nMission of the Position\nThe Client Advisor serves as a primary relationship manager, taking full ownership of client engagement and delivering comprehensive, high-quality financial planning. This role is critical in designing and executing strategic wealth management solutions that align with each client’s unique goals, integrating investment management, tax efficiency, and estate planning. The Client Advisor collaborates closely with internal teams to ensure seamless service and uphold the firm’s values of integrity, transparency, and client-centered excellence. This position is expected to expand into people management responsibilities, contributing to the development of team members and the firm’s long-term growth.\nTop Accountabilities \nClient 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.\nFinancial 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.\nInvestment 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.\nOrganic Growth: Identify and pursue organic growth opportunities by deepening existing client relationships, uncovering unmet needs, and generating referrals through exceptional service and strategic engagement.\nPeople 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.\n Other Duties & ResponsibilitiesWork closely with internal teams, including investment analysts, client service professionals, and operations, to execute client strategies seamlessly. \nOrganize and lead client meetings and phone conferences.\nDevelop relationships with COIs to triangulate the team and better serve the client.\nMonitor client liquidity needs and daily account activity reports.\nInteract with third-party service providers (custodians, reporting providers, other advisors).\nOversee documentation processes for account opening, investments, money movement, and account maintenance.\nEnsure all financial planning and investment activities comply with regulatory requirements and firm policies.\nMaintain client confidentiality and assist in identifying potentially fraudulent activity.\nKey Criteria/Requirements\n15+ years of relevant experience.\nCERTIFIED FINANCIAL PLANNER™ certification required.\nExperience with Microsoft Office (Excel, Outlook, Word).\nExperience with eMoney Advisor, Orion, and Salesforce.\nExperience working with Fidelity and Schwab.\nKey Competencies\nClient-Centric Mindset: Ability to maintain and strengthen client relationships.\nStrategic Financial Planning: Proficiency in investment management and financial strategy.\nTeam Collaboration: Experience working closely with internal teams to deliver client solutions.\nAnalytical Thinking: Ability to assess financial scenarios and develop strategic solutions.\nAttention to Detail: Accuracy in investment monitoring and financial planning.\nTime Management: Effectively prioritizing multiple responsibilities.\nTechnology Proficiency: Familiarity with financial software and Microsoft Office.\nRegulatory Knowledge: Understanding of compliance and client confidentiality standards.\nCommunication Skills: Strong written and oral communication abilities.\nGrowth Oriented: Proactive engagement with clients, COIs and prospects.\nPhysical Requirements (if applicable)\nMust be able to remain in a stationary position 50% of the time.\nConstantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.\nThe ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.\nDisclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.\nSimon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.","description_format":"text","description_chars":5811,"description_truncated":false,"requirements":{"experience_years_min":15,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Growth opportunities","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-11-11T21:58:43Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":36,"reasons":["conf:6","win:early"],"computed_at":"2026-11-12T10:38:37Z"},"pay":null,"html_url":"https://alion.io/job/simon-quick-advisors-financial-advisor-simon-quick-advisors","json_url":"https://alion.io/job/simon-quick-advisors-financial-advisor-simon-quick-advisors.json","meta":{"generated_at":"2026-11-12T10:58:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":22455,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2251207},"rest":"https://alion.io/mcp/rest/get_company?id=2251207"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsimon-quick-advisors-financial-advisor-simon-quick-advisors"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsimon-quick-advisors-financial-advisor-simon-quick-advisors"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsimon-quick-advisors-financial-advisor-simon-quick-advisors"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/simon-quick-advisors-financial-advisor-simon-quick-advisors\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsimon-quick-advisors-financial-advisor-simon-quick-advisors"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4102235}},{"tool":"search_jobs","arguments":{"company":"simonquickadvisors.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4102235},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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