Associate Financial Planner — Hybrid Schedule & Growth

TalentLink Solutions; Hackensack (NJ); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Time Off

Paid Holidays

401(k) with match

Hybrid work schedule

Job summary

TalentLink Solutions in Hackensack, NJ, is hiring an Associate Financial Planner to support two lead advisors in delivering high‑touch financial planning. You will gather client data, run analyses, and prepare tailored recommendations while coordinating with clients and outside professionals.

The ideal candidate has 2+ years in wealth management, a Bachelor’s in a related field, and a Series 65 or the ability to obtain it within 6–9 months.

Qualifications

• Bachelor's degree in finance, financial planning, or related field required.
• 2+ years wealth management experience preferred; support experience with advisors is a plus.
• Series 65 license preferred or ability to obtain within 6–9 months.

Responsibilities

• Support lead advisors in preparing, developing, and executing comprehensive financial plans.
• Gather, input, and analyze client data to tailor planning recommendations.
• Coordinate meetings and manage follow-up actions with clients and partners.
• Update plans and reports; perform research for retirement, estate, and insurance topics.
• Ensure planning recommendations align with client goals and timelines.

Skills

Client data analysis

Financial planning

CRM proficiency

Microsoft Office

Team collaboration

Education

Bachelor's degree in finance/financial planning

Series 65 license (or ability to obtain in 6–9 months)

Tools

eMoney

Holistiplan

Wealthbox

Schwab Advisor

Job description

TalentLink Solutions in Hackensack, NJ, is hiring an Associate Financial Planner to support two lead advisors in delivering high‑touch financial planning. You will gather client data, run analyses, and prepare tailored recommendations while coordinating with clients and outside professionals.

The ideal candidate has 2+ years in wealth management, a Bachelor’s in a related field, and a Series 65 or the ability to obtain it within 6–9 months.