Wealth Management Client Advisor

Most financial advisors spend half their time prospecting and half their time scrambling to serve clients. We separated those functions so both can be done exceptionally well. We need someone who wants to own the second half — deeply.

What This Role Actually Is

You’ll be the primary advisor for 150-200 client relationships (building to that over 3 years). Your clients have already decided to work with us. Your job is to make sure that decision pays off for the rest of their lives.

That means:

• Leading quarterly and annual client meetings to review progress, adjust plans, and ensure they stay on track
• Executing plan implementation with precision: account transfers, beneficiary coordination, trust funding, custodian resolution
• Coordinating across disciplines: working with our in-house legal team (Medina Law Group) to integrate estate planning, tax strategy, and wealth management

Why This Model Works

Our Selling Advisors and marketing engine build your book. You’re not responsible for prospecting, seminars, or client acquisition. That frees you to do something rare in this industry: focus entirely on making existing clients successful. Managing 150-200 relationships with the depth we expect requires:

• Technical fluency across retirement income planning, tax optimization, estate coordination, and insurance
• The ability to lead client conversations with confidence and build long-term trust
• Obsessive attention to detail because a missed RMD deadline or wrong beneficiary designation can devastate a family
• Proactive thinking (anticipating problems before clients know they have them)

You’re the Right Fit If You:

• Have 3 years in financial services with demonstrated technical depth in retirement planning
• Hold (or are actively pursuing) Series 65 and Life & Health licenses
• Have led client meetings before — you’re ready for relationship ownership, not observing
• Understand retirement income planning (not just portfolio management): withdrawal strategies, Social Security optimization, annuity mechanics, RMD rules, Roth conversions
• Want to work where tax strategy and estate planning aren’t afterthoughts — they’re integrated from the start
• Are detail-oriented because you know a small mistake can derail a client’s retirement
• Would rather serve 150 families exceptionally than 300 families adequately
• Want hard problems to solve and high standards to meet

You’re Not the Right Fit If You:

• Think “holistic planning” just means asking about goals and picking model portfolios
• Are uncomfortable with complexity (estate documents, trust coordination, multi-year tax planning)
• See this as a stepping stone rather than a career

What We Provide

Compensation & Benefits:

• Competitive base salary ($75,000 - $95,000) quarterly bonuses when team-based metrics are reached
• 401(k) with match
• Medical, dental, vision
• Continuing education support (CFP®, additional designations)

Professional Development:

• Mentorship in sophisticated, integrated planning (you’ll actually learn, not just execute)
• Access to our Planning Advisor and Selling Advisor to understand how plans are designed
• Training on Income Lab, Holistiplan, and our proprietary planning process
• Regular case study reviews to sharpen your technical skills

Work Environment:

• Mid-sized team (currently ~10, scaling to 15 over 3 years) with an aggressive growth trajectory
• Culture focused on execution excellence, collaboration, and continuous improvement
• Pennington, NJ office (we value in-person collaboration)
• Clients who have chosen to work with us and value what we do

About Palante Wealth Advisors

We help pre-retirees and retirees plan for what we call a “Great Life” — a retirement where every day is great and keeps getting better. We believe the last third of life should be the best third. Our name “Palante” means “forward” — we’re focused on what’s ahead for our clients, not what’s behind them. We’re not the biggest firm. We’re not trying to be. We’re building a firm where exceptional planners want to work because the quality of the work matches the quality of the people doing it.

Check us out:

• www.palantewealth.com
• Facebook
• Instagram

To Apply

Send your resume and a brief cover letter to kimberly@palantewealth.com with the subject line: “Client Advisor Application”. We interview candidates who demonstrate they can follow instructions, think critically, and communicate clearly. You’d expect nothing less from a firm that promises precision to its clients.

Application deadline: Monday, December 1^st