Financial Planner

Barnum Financial Group Tri State; Woodbridge Township (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Barnum Financial Group – Tri State is seeking an experienced Financial Planner to lead the financial planning function for the team’s high-net-worth clients, delivering customized strategies and coordinating with advisors to implement recommendations.

Ideal candidates hold the CFP designation or are currently in a dedicated financial planning role within a wealth management or advisory practice, with 3+ years of experience and fully securities licensed (Series 7 & 66).

Qualifications

• Excellent communication and client-facing presentation skills.
• 3+ years of experience in financial planning or wealth management.
• CFP designation or currently functioning in a dedicated financial planning role within wealth management.

Responsibilities

• Lead and manage the end-to-end financial planning process for the team’s clients.
• Analyze client data and develop tailored financial plans (investment strategies, risk management, estate planning).
• Prepare and present financial plans in client meetings with advisors and conduct ongoing reviews.
• Identify new planning opportunities and partner with advisors to implement recommendations.

Skills

Communication skills

Client-facing presentation

Education

CFP designation

Job description

We are seeking an experienced Financial Planner to join a top-producing advisory team within Barnum Financial Group – Tri State. This individual will play a critical role in leading the financial planning function for the team’s clients, delivering comprehensive and customized strategies to high-net-worth individuals, families, and business owners.

This role is ideal for a professional who is currently serving in a financial planning capacity or holds the CFP® designation, and is looking to elevate their impact within a high-performing, growth-oriented team.

Key Responsibilities

• Lead and manage the end-to-end financial planning process for the team’s clients
• Analyze client data and develop tailored financial plans, including:
• Investment strategies
• Risk management and insurance planning
• Estate and legacy planning
• Prepare and present financial plans in client meetings alongside advisors
• Conduct ongoing reviews and proactively identify new planning opportunities
• Partner closely with advisors to implement recommendations and ensure follow-through
• Maintain accurate client data within financial planning and CRM systems
• Serve as a key resource for complex planning cases and advanced strategies

Qualifications

• Fully securities licensed (Series 7 & 66 required; Life/Health preferred)
• CFP® designation required or currently functioning in a dedicated financial planning role within a wealth management or advisory practice
• 3+ years of experience in financial planning or wealth management
• Strong technical knowledge across planning disciplines (retirement, tax, estate, risk management)
• Excellent communication and client-facing presentation skills
• Highly organized with the ability to manage multiple client engagements
• Demonstrates professionalism, ownership, and a team-first mindset

What Sets This Role Apart

• Join a top-producing advisory team with an established and growing client base
• Take ownership of the financial planning strategy for high-value client relationships
• Work in a collaborative environment with strong operational and advisor support
• Access to a broad platform of planning tools, investment solutions, and insurance products
• Opportunity to deepen expertise and play a central role in client outcomes
• Competitive base salary + performance-based bonus