Associate Financial Planner
Boutique RIA
Cherry Hill, NJ

Overview
Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.

The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.

Highlights

• Collaborate with and support Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planning
• Nurture, manage, and maintain strong client relationships
• Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
• Excellent career growth trajectory within the firm, potential for Lead Advisor succession
• Competitive compensation package including a significant base salary, bonus, and benefits

Requirements

• 1-3 years Financial Planning experience
• Completed or on track towards CFP designation, (or Financial Planning Degree)
• Drive to continuously improve and grow in a collaborative team based environment

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Financial services: 1 year (Required)

License/Certification:

• CFP (Preferred)

Ability to Relocate:

• Cherry Hill, NJ 08034: Relocate before starting work (Required)

Work Location: In person