Private Wealth Planner & Relationship Manager

Newport Capital Group; Red Bank (NJ); On-site; USD 110,000 - 170,000; Full time

Job summary

Newport Capital Group in Red Bank, NJ seeks a Senior Financial Planner / Relationship Manager to deliver comprehensive financial planning and ongoing service to high-net-worth individuals and families. You will analyze clients' financial situations, craft plans, present recommendations, and coordinate with experts to address complex needs.

The ideal candidate combines technical strength with strong communication and empathy, can translate complex concepts into clear guidance, manages multiple

Qualifications

• Experience in financial planning and wealth management.
• CFP certification preferred but not required.
• Strong analytical and communication skills.
• Ability to travel as needed for client meetings.
• In-office role based in Red Bank, NJ.

Responsibilities

• Develop and maintain relationships with high-net-worth clients and families.
• Develop, analyze, and maintain comprehensive financial plans.
• Prepare analyses, recommendations, and meeting materials.
• Coordinate implementation with clients and internal/external professionals.
• Collaborate with investment teams to integrate planning with portfolios.
• Support business development and practice growth within Private Wealth.
• Maintain accurate client records within CRM.

Skills

Client relationship management

Financial analysis

Communication skills

Presentation skills

Attention to detail

Team collaboration

Travel readiness

Education

CFP certification (preferred)

Tools

CRM software

Job description

Newport Capital Group in Red Bank, NJ seeks a Senior Financial Planner / Relationship Manager to deliver comprehensive financial planning and ongoing service to high-net-worth individuals and families. You will analyze clients' financial situations, craft plans, present recommendations, and coordinate with experts to address complex needs.

The ideal candidate combines technical strength with strong communication and empathy, can translate complex concepts into clear guidance, manages multiple