Financial Planning Consultant –Wayne, NJ

• Job Description

Unleash Your Potential with this Investments Leader!

Our client is not just offering you a job, but an odyssey of personal and career growth. As a Financial Planning Consultant with this privately held investments powerhouse, you’ll embark on a journey that places you at the forefront of the industry. Imagine a workspace where you’re not only exposed to top-tier financial strategies but also equipped with unparalleled growth tracks. Whether it’s their industry-leading professional development programs or opportunities for internal mobility, they’re invested in your future as much as you are.

The Essence of Your Role

Stepping into the role of a Financial Planning Consultant, you become a vital component in delivering superior planning experience for your clients. By fusing your integrity with their client commitment standards, you won’t just be sustaining client dedication; you’ll be sculpting lifetime partnerships. Here, your influence transcends the spreadsheet. You’ll be the linchpin in a dynamic team of Wealth Advisors offering groundbreaking solutions tailored to meet the client’s financial dreams.

What You’ll Gain

Rewarding daily interactions that make a significant impact on our business and our clients.
A dynamic team environment where your perspective is not just respected but integral to their innovation.
The opportunity to develop your own professional narrative through a variety of career paths and mentorship programs.

The Talents You’ll Contribute

Mastery of financial planning concepts to empower clients in making informed financial decisions.
Keen profiling skills to identify tailored solutions for individual planning needs.
A passion for cultivating relationships and serving as a true client advocate.
A thirst for achievement, fueled by your own initiative and a commitment to meaningful goals.
Effective communication abilities, particularly via telephone, to enrich client relationships.

They Expertise They Require

Must be FINRA Series 7 & 63/66 licensed
Previous experience in financial services, particularly in financial planning.
Degree and/or professional certifications like CFP or CRPC are highly preferred

Their Investment in You

Our clients’ most significant advantage is their people; they believe it is important to approach life holistically.

They offer a competitive total rewards package, including a stable base salary plus quarterly bonuses to recognize your achievements.
They also offer a dynamic team environment where your perspective is respected and integral to their innovation, along with the opportunity to develop your own professional narrative through various career paths and mentorship programs.

If you are ready to leverage this opportunity to grow professionally, enjoy a supportive learning environment, and build a rewarding career with a path to success, Apply Now!