Financial Planner - New Jersey - Equity Opportunity
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|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|
|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.
~3+ years experience in a client relationship management role in addition to contacts in the local marketplace required. ~CFP or CPA a plus.
Total Years of Experience: