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