Associate Financial Planner
Boutique RIA
Cherry Hill, NJ
Overview
Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Planner 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 financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement 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
- Competitive compensation package including a significant base salary, bonus, and benefits
Requirements
- Bachelor's Degree
- 1-3+ years Financial Planning experience
- Completed or on track toward CFP designation and/or Series 65 or 66
- Drive to continuously improve and grow in a collaborative team based environment