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The Company
A fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based on our clients' specific objectives and needs.
We think differently. While traditional allocations to stocks, bonds, and real estate are necessary to form a well-diversified portfolio, we believe alternative investments should be incorporated to deliver a sound investment strategy. Adding alternative investments, paired with thorough due diligence and research, can help provide proper diversification to insulate against market volatility.
The Department
As a Financial Planner, you will play a crucial role in creating and maintaining financial plans for our Wealth Advisor team. Your responsibilities will include retaining and growing client relationships through high-touch service, developing comprehensive financial plans, and collaborating with tax and legal advisors to address complex client needs. Additionally, you will work closely with the investment team to construct portfolios aligned with clients' long-term goals.
The Wealth Planner purpose:
The Wealth Planner's responsibilities include:
Your qualifications
Required:
Desired:
Job Type: Full-time
Benefits:
Physical setting: Office
Schedule:
Ability to commute/relocate:
Education:
Experience:
Work Location: In person
Full Time
$54k-77k (estimate)
04/16/2024
04/29/2024
Westwood, New Jersey
<25
Corey Sousa