Holistic Retirement Planner

Palante Wealth Advisors; Pennington (NJ); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and 401(k) benefits

In-person work in Pennington, NJ

Professional development

Supportive team environment

Job summary

Palante Wealth Advisors in Pennington, NJ seeks a Financial Advisor who will lead retirement planning and client service. You will translate complex financial information into clear plans, meet with prospects and clients, and help them feel confident about the next chapter of life.

You will join an independent fiduciary practice focused on holistic planning, with no cold calling, strong team support, and ongoing professional development to deepen retirement planning expertise.

Qualifications

• 3+ years of financial services experience, preferably within an RIA or comprehensive planning environment.
• Enjoy retirement planning and working directly with prospects and clients.
• Have strong analytical and financial planning skills.
• Can take complicated information and explain it simply.
• Are highly organized and have exceptional follow-through.
• Take ownership rather than waiting to be told what to do.
• Are comfortable participating in client and prospect meetings.
• Can balance technical expertise with genuine empathy and curiosity.
• Want to grow into a meaningful, long-term role within a growing firm.
• Series 65 and Life & Health Insurance licenses are strongly preferred (or equivalent).

Responsibilities

• Lead the planning process for prospective and existing clients with support from the lead advisor and Palante team.
• Prepare and present comprehensive retirement plans centered around income confidence, tax strategy, investments, risk management, and legacy.
• Help clients understand why a recommendation works, what it protects, and what happens if life changes.
• Translate complex financial concepts into clear, practical conversations without jargon.
• Prepare for prospect/client meetings and ensure recommendations and follow-up items are completed.
• Build strong, long‑term relationships with prospects/clients through consistent service and communication.
• Collaborate with lead advisor/Founder, team members, and affiliated legal team.
• Identify planning opportunities across income, investments, taxes, insurance, and estate planning.
• Help clients move from 'Are we okay?' to 'We have a plan.'

Skills

Financial services experience

Retirement planning

Analytical skills

Explain complex info

Organization & follow-through

Ownership mindset

Client meetings

Empathy & curiosity

Long-term growth

Series 65 / licenses preferred

Job description

Palante Wealth Advisors in Pennington, NJ seeks a Financial Advisor who will lead retirement planning and client service. You will translate complex financial information into clear plans, meet with prospects and clients, and help them feel confident about the next chapter of life.

You will join an independent fiduciary practice focused on holistic planning, with no cold calling, strong team support, and ongoing professional development to deepen retirement planning expertise.