Impactful Wealth Advisor & Planning Specialist

International Planning Alliance, LLC; Boca Raton (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Sign-on bonus

401(k) with match

Health insurance

Dental insurance

Vision insurance

Group life and disability insurance

Noncontributory pension plan

Job summary

International Planning Alliance, LLC is seeking a Wealth Management Advisor to join our team in a full-time role. The office locations include Boca Raton, FL, Shrewsbury, NJ, and Woodcliff Lake, NJ.

This position offers a sign-on bonus for the right candidate and a path to long-term client relationships within a growing firm. You will protect clients from financial risks, build cash-flow roadmaps, and guide long-term asset growth.

Qualifications

• Minimum of two years of Wealth Management and Financial Planning experience.
• Currently managing a personal book of business with at least 50 households.
• Licensing in Life/Health Insurance and Series 7/66 or willingness to obtain.
• Wealth management knowledge including capital markets, asset allocation, and portfolio construction.

Responsibilities

• Protect clients from financial risks due to death, disability, or lawsuits.
• Cash flow planning to map progress toward goals.
• Growth strategies to build long-term wealth.
• Debt management and wealth-building strategies.
• Identify prospects and develop new business relationships through networks.
• Collaborate with the team to enhance client experience.

Skills

Wealth management

Financial planning

Client relationships

Self-motivation

Education

U.S. citizenship or permanent resident

Series 7 and 66 licenses or willingness to obtain

Life and Health Insurance licensing or willingness to obtain

Job description

International Planning Alliance, LLC is seeking a Wealth Management Advisor to join our team in a full-time role. The office locations include Boca Raton, FL, Shrewsbury, NJ, and Woodcliff Lake, NJ.

This position offers a sign-on bonus for the right candidate and a path to long-term client relationships within a growing firm. You will protect clients from financial risks, build cash-flow roadmaps, and guide long-term asset growth.