What are the responsibilities and job description for the Wealth Management Associate position at Planning Alliance?
Join Our Team as a Wealth Management Associate at Planning Alliance!
Established in 1955, Planning Alliance is a leading provider of comprehensive wealth and risk management solutions nationwide. We specialize in empowering individuals, families, and businesses to achieve their financial goals through tailored investment, insurance, and wealth accumulation strategies. At Planning Alliance, we're committed to looking beyond today's needs, ensuring our clients are prepared for a secure financial future.
What You'll Be Doing:
- Building Client Relationships: Develop meaningful connections with clients, understanding their financial goals and concerns.
- Financial Strategy Development: Analyze client information to create customized financial plans utilizing appropriate strategies, products, and services.
- Plan Management: Continuously monitor and adjust client financial plans to ensure alignment with their evolving goals over time.
Provided Support:
- Comprehensive Training: Benefit from our team's mentorship and a structured 90-day "Career Launch" program, followed by ongoing training and development throughout your first five years and beyond.
- Professional Growth: Participate in weekly and monthly team trainings, role-playing exercises, and activity management coaching to enhance your skills and knowledge.
- Financial Support: We will pay for your study materials and licensing costs for your Life and Health Insurance Licensing, SIE, Series 66, and Series 7 exams.
Benefits:
- Enjoy a W2 statutory role with a competitive benefits package including a defined Benefit Plan, 401(k) with Match and Roth options, health, dental insurance, and more.
- Explore various growth opportunities, leadership development, and continuing education support.
- All-Commission Pay – You’re in control: the harder you work, the more you earn
- Experience autonomy in both your life and career with flexible work arrangements and autonomy in managing client relationships.
- Work from our modern offices in Woodcliff Lake and Shrewsbury, NJ, designed to foster productivity and collaboration.
Take the next step in your career with a firm dedicated to your success and the success of our clients. We offer a supportive environment, competitive compensation with a signing bonus, and opportunities for professional and personal growth.
Apply today and embark on a rewarding career path with Planning Alliance!
Job Type: Full-time
Pay: $110,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Professional development assistance
- Retirement plan
Work Location: In person
Salary : $110,000 - $125,000