Financial Planner

OnePoint BFG Wealth Partners; Parsippany-Troy Hills (NJ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Professional development

Job summary

OnePoint BFG Wealth Partners in Parsippany, NJ, is seeking a Financial Planner to support the Wealth Advisor with client meetings and comprehensive financial planning.

The role involves creating investment plans, coordinating with tax/estate/insurance professionals, and delivering tailored strategies to high-net-worth clients.

Qualifications

• Bachelor’s Degree in Finance; CFP a plus.
• Team player with strong interpersonal and organizational skills.
• Superior financial knowledge and ability to model and value financial scenarios.

Responsibilities

• Collaborate with Wealth Advisor on investments, estate planning and retirement strategies.
• Create investment and financial plans using planning software.
• Coordinate with tax, estate and insurance professionals for comprehensive client solutions.
• Attend client meetings and take notes; manage scheduling and prep work.
• Translate client goals into actionable investment opportunities and monitor progress.

Skills

Financial planning

Client meetings

Financial modeling

Valuation techniques

Team collaboration

Presentation skills

Education

Bachelor’s Degree in Finance

CFP certification (preferred)

Tools

Financial planning software

Job description

OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site)

At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Financial Planner.

Position Overview:

As an integral part of OnePoint BFG, the Financial Planner works closely with the Wealth Advisor in providing support with all client meetings. The Planner is involved in managing the financial planning, attending client meetings, taking notes, tracking and monitoring cases and more.

Key Responsibilities:

• Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics.
• Guide high-income and high net-worth individuals towards their financial goals.
• Create investment and financial plans by utilizing financial planning software.
• Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions.
• Serve as first points for clients and actively participate in client and prospective client meetings.
• Manage Advisor’s calendar and coordinate client prep work ensuring research and data gathering is complete and timely.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to clients.
• Translate clients’ investment goals into meaningful business opportunities.
• Follow risk management practices by adhering to the company’s policies and procedures.
• Complete ad hoc projects as needed as per direction of the Wealth Advisor.

Qualifications:

• Bachelor’s Degree preferably in Finance. CFP a plus.
• Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines.
• Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals.
• Long-term investment mindset geared toward meeting client/investor expectations.
• Analytical thinker with ability to adapt quickly to a high growth, fast paced environment.
• Outstanding presentation skills and strong mindfulness to details.

Licenses/Certifications, Required:

Series 6, 63 or 7.

Life & Health Insurance preferred or will be required to obtain within first 90 days of employment.

Why Join Us:

Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture.

Here is why you should build your career with us:

• Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
• Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
• Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent.
• Professional Advancement: Benefit from continuous development opportunities and long-term career progression.