Flexible Wealth Planning Associate | Client Advisory

Planning Alliance; Shrewsbury (NJ); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Signing bonus

Health insurance

Dental insurance

401(k) with match

Licensing support

Job summary

Planning Alliance, established in 1955, is a nationwide wealth and risk management firm. We are growing and seeking a Financial Representative to help individuals and businesses protect their financial futures through tailored strategies and products.

You will build client relationships, develop financial plans, monitor plans over time, and collaborate with accountants and attorneys. We provide licensing support, ongoing training, competitive compensation, and opportunities for career growth in

Qualifications

• Must have a four-year degree in a finance-related field.
• Experience in client-facing financial services is preferred.
• Strong relationship-building and sales aptitude.
• Willingness to obtain appropriate licenses such as Life/Health/FINRA SIE and Series 7/66.

Responsibilities

• Build meaningful client relationships and understand financial goals.
• Develop customized financial plans using appropriate strategies and products.
• Monitor and adjust plans over time to align with evolving goals.
• Stay informed on market trends, investments, and regulatory changes.
• Collaborate with accountants and attorneys to offer comprehensive solutions.

Skills

Relationship building

Sales experience

Financial planning

Communication

Entrepreneurial mindset

Education

Four-year degree in Business/Finance/Financial Planning

Job description

Planning Alliance, established in 1955, is a nationwide wealth and risk management firm. We are growing and seeking a Financial Representative to help individuals and businesses protect their financial futures through tailored strategies and products.

You will build client relationships, develop financial plans, monitor plans over time, and collaborate with accountants and attorneys. We provide licensing support, ongoing training, competitive compensation, and opportunities for career growth in