Associate Financial Planner
Multi-Billion Wealth Management Firm
Greater Philadelphia Region

Overview
Established and Growing Independent Fee-Only RIA seeks a Paraplanner 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 guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial 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
• Hybrid role - 3 days in office and 2 work from home
• Competitive compensation package including a significant base salary, bonus, and benefits

Requirements

• 2-3 years client-facing Financial Advisory experience
• Completed or on track towards CFP designation
• Drive to continuously improve and grow in a collaborative team based environment

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 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: 2 years (Required)

License/Certification:

• CFP (Preferred)

Ability to Relocate:

• Trenton, NJ 08611: Relocate before starting work (Required)

Work Location: Hybrid remote in Trenton, NJ 08611