Associate Financial Planner - Retirement Planning

Palante Wealth Advisors; Pennington (NJ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Continuing education and professional

Job summary

Palante Wealth Advisors, based in Pennington, New Jersey, seeks an Associate Financial Planner to join a planning-focused team. You will work closely with the lead advisor, participate in every prospect meeting, and support existing clients with retirement, tax, and estate planning.

The role emphasizes collaborative planning, thoroughness, and helping translate plans into action without prospecting or chasing new business. You will contribute to comprehensive retirement strategies.

Qualifications

• 2+ years of experience in financial services (RIA experience preferred).
• Interest in becoming genuinely excellent at holistic retirement planning.
• Strong interest in tax planning and the technical side of retirement.
• Hold a Series 65 (or equivalent credentials).
• Hold Life & Health Insurance licensing or willing to obtain within 60 days of hire.
• Comfortable participating in client and prospect conversations.
• Experience handling confidential financial information and documentation.
• Comfortable with intermediate to advanced computer systems and financial planning software.
• Highly organized and detail-oriented.

Responsibilities

• In Prospect Meetings, prepare by understanding the client's financial picture and priorities.
• Translate complex planning concepts into language clients can understand and articulate recommendations.
• Contribute planning insights and recommendations across income, investments, tax, insurance, and estate planning.
• Walk through scenarios and tradeoffs with clients and explain why the plan works.
• Capture and own follow-through after the meeting.
• With Existing Clients, identify Roth conversion opportunities and assess tax impact.
• Coordinate implementation with client and internal team; support ongoing planning.
• Demonstrate how the plan fits together and the rationale behind recommendations.

Job description

Palante Wealth Advisors, based in Pennington, New Jersey, seeks an Associate Financial Planner to join a planning-focused team. You will work closely with the lead advisor, participate in every prospect meeting, and support existing clients with retirement, tax, and estate planning.

The role emphasizes collaborative planning, thoroughness, and helping translate plans into action without prospecting or chasing new business. You will contribute to comprehensive retirement strategies.