What are the responsibilities and job description for the Wealth Management Advisor position at Planning Alliance?
We are looking for someone to join our team as a Wealth Management Advisor. This is a full time position with offices located in Boca Raton, FL, Shrewsbury and Woodcliff Lake, NJ. This Position offers a sign on bonus for the right candidate.
Planning Alliance is a comprehensive wealth management firm that helps individuals, families, and business owners with retirement, protection, college planning, and tax-efficient growth.
Who We Are Looking For: People who want to make a difference in others' lives.
We show up with money when no one else does.
This is not a product sales job. This is a long-term career building lifelong client relationships.
What you’ll be doing…
1. Protect: Ensure a death, disability, or lawsuit does not derail a family financially.
2. Cash Flow: Build roadmaps so clients know if they are on track for their goals.
3. Growth: Help clients grow assets for the long term with sound strategies.
4. Debt: Create strategies to eliminate debt efficiently and build wealth.
- Identify prospects and opportunities in existing book of business.
- Work and collaborate as a team for an enhanced client experience.
- Develop new business relationships with firm’s target market through community involvement, professional networks, and personal networks.
- Achieve required personal production core requirements.
Our Commitment…
· Mutual Respect – We want clients to advocate for themselves. We also know the process can vary for each client. As a team member, you’ll understand how to engage and empathize with clients while drawing on knowledge that breaks through the noise with clarity of purpose to build better financial futures.
· Doing the Right Thing – We invite constructive and productive conversations across our firm and with our clients. Feedback can be difficult, and it is integral to your continued growth and development.
· Community Involvement – We believe in building community through philanthropy. Team members answer the call of charitable service by partnering with nationally recognized non-profits, including but not limited to United Way and Habitat for Humanity.
YOU'RE RIGHT FOR THIS IF:
- Integrity is non-negotiable - you tell the hard truth even when it costs you
- You listen more than you talk
- You have a growth mindset and are coachable
- You own your outcomes and can self-manage your attitude and effort
- You think long-term and have a record of finishing hard things
Basic Qualifications:
· Must be a US citizen or permanent resident.
· You are a self‐motivated individual with strong organizational skills.
· You have a minimum of Two years of Wealth Management and Financial Planning experience.
· You are currently managing a personal book of business with a minimum of 50 households.
· Life and Health Insurance licensed or willingness to get it
· Series 7 and 66 licensed or willingness to get it
· You have working knowledge of capital markets, asset allocation, and portfolio construction.
Benefits:
· A competitive benefits package, including 401(k) with match, noncontributory pension plan, health insurance, vision, dental, and group life and disability insurance.
- 1-on-1 Mentorship - You get 99% of the credit, we take 1%
- Proven systems and process
- Licensing support and professional training
- A clear path to leadership and even partnership
- Performance-based compensation with unlimited upside, a pension plan and lifetime renewals.
Planning Alliance is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:50 Tice Boulevard, Suite 280, Woodcliff Lake, NJ 07677. ph# 848.456.3060. PAS is a wholly-owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.
2026-150480