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Morgan Stanley

Senior Wealth Planning & Insurance & Annuities Specialist

morristown, NJ

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About this opportunity

Morgan Stanley lists this Senior Wealth Planning & Insurance & Annuities Specialist opportunity in morristown, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Morgan Stanley in Morristown, New Jersey is seeking an Investment Consultant - Wealth Planning Specialist to oversee financial plans for clients. This senior role involves developing and maintaining comprehensive strategies and selling annuities and insurance solutions as necessary.

The ideal candidate will possess a strong background in financial planning, alongside relevant licenses and certifications. Morgan Stanley offers a competitive salary range of $68,000 to $120,000, plus benefits, including medical, dental, and retirement plans.

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Worksite address

morristown, NJ, 07961, US

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