Financial Planner

Jobot; Madison (NJ); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

401(k)

Bonus program

Work from home Fridays

Paternity leave

Job summary

Jobot, a growing independent wealth management firm in Madison, NJ, seeks a Financial Planner to work with senior advisors on comprehensive plans for high-net-worth clients. This hybrid, permanent role emphasizes technically demanding, client‑facing work within a small team.

You will develop integrated planning recommendations, support tax and estate planning with clients’ attorneys and accountants, and coordinate with internal and external professionals to ensure seamless implementation.

Qualifications

• Approximately 5–7 years of relevant financial planning, tax, estate planning, or related experience.
• CFP, CPWA, tax-focused LLM, or JD with tax/estate focus.
• Experience addressing complex planning needs for high- or ultra-high-net-worth clients.
• Background in wealth management, family office, a law firm, or a tax advisory firm.
• Strong emotional intelligence and the ability to collaborate effectively with clients, advisors, and outside professionals.
• Comfort working independently, navigating evolving priorities, and balancing technical rigor with a thoughtful client experience.

Responsibilities

• Analyze complex financial situations and develop integrated planning recommendations.
• Support tax and estate planning in coordination with clients’ attorneys and accountants.
• Prepare planning analyses and materials that help advisors communicate recommendations clearly.
• Coordinate with internal teams and external professionals to support implementation and follow-through.
• Participate in client discussions as needed, translating technical concepts with clarity and sensitivity.

Job description

Financial Planner

$150000 - $180000 per year | Madison, NJ | Hybrid | Permanent

1B AUM RIA / Servicing and partnering with UHNW Advisors / Hybrid

A bit about us:

We’re a growing, independent wealth management firm serving high- and ultra-high-net-worth clients. With more than $1 billion in assets under management and a close-knit team, we pair sophisticated financial planning with highly personalized service. Our culture values ownership, collaboration, and the ability to make complex decisions feel clear and manageable for clients.

Why join us?

• Focus on complex planning alongside senior advisors rather than independently managing a book of relationships.
• Contribute to sophisticated strategies for ultra-high-net-worth clients.
• Collaborate with attorneys, accountants, and other professionals to bring the full financial picture together.
• Make a meaningful impact within a small, growing team where your expertise and ideas matter.
• Premium health, dental, and vision insurance, generous PTO, 401(k), bonus structure, work from home Fridays, and paternity leave

Job Details

You’ll work behind the scenes alongside senior advisors to develop and coordinate comprehensive financial plans. This is a technically demanding, relationship-sensitive role for someone who pairs deep expertise with discretion, empathy, and a collaborative approach.

What you’ll do:

• Analyze complex financial situations and develop integrated planning recommendations.
• Support tax and estate planning in coordination with clients’ attorneys and accountants.
• Prepare planning analyses and materials that help advisors communicate recommendations clearly.
• Coordinate with internal teams and external professionals to support implementation and follow-through.
• Participate in client discussions as needed, translating technical concepts with clarity and sensitivity.

What you’ll bring:

• Approximately 5–7 years of relevant financial planning, tax, estate planning, or related experience.
• One or more of the following: CFP, CPWA, a tax-focused LLM, or a JD with a tax or estate planning focus.
• Experience addressing complex planning needs for high- or ultra-high-net-worth clients.
• A background in wealth management, a family office, a law firm, or a tax advisory firm.
• Strong emotional intelligence and the ability to collaborate effectively with clients, advisors, and outside professionals.
• Comfort working independently, navigating evolving priorities, and balancing technical rigor with a thoughtful client experience.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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