Financial Planner - New Jersey - Equity Opportunity

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JOB DESCRIPTION

Job #: 17621
Status: Inactive / Filled
Title: Financial Planner - New Jersey - Equity Opportunity
Job Location: Edison, NJ
Base Compensation: $70,000 — $90,000
Total Compensation: $100,000 — $150,000
Benefits: Above Average
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Tax ; Wealth Management - Personal Trust; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?


Financial Planner - New Jersey - Equity Opportunity ~Extensive support, training and mentoring provided - Top 100 Places to Work in NJ. -Ownership and equity opportunity.

JOB DESCRIPTION

~Boutique Registered Investment Advisory Firm seeks Financial Planner to counsel high net worth clients (5mm-15mm level clientele) regarding investment advisory, estate, tax and financial planning strategies and comprehensive asset protection solutions. ~Manage existing client relationships and develop business from internal referrals and external COI's.

QUALIFICATIONS

~3+ years experience in a client relationship management role in addition to contacts in the local marketplace required. ~CFP or CPA a plus.

Education:
Bachelor's

Total Years of Experience:
3-4+

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