Retirement Planning Advisor – Client‑Focused, Holistic

Palante Wealth Advisors; Pennington (NJ); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k)

Job summary

Palante Wealth Advisors in Pennington, NJ seeks a Financial Advisor to join our independent, fiduciary retirement planning firm. You will lead planning, build retirement plans, and guide clients through complex scenarios, while collaborating with the Founder and team.

You’ll translate complex financial concepts into clear conversations, support meetings, and foster long-term relationships. A strong emphasis is placed on income confidence, tax strategy, and holistic planning with no cold calling.

Qualifications

• 3+ years of financial services experience, preferably in an RIA or comprehensive planning environment.
• Strong retirement planning and client-facing experience.
• Ability to translate complex information into clear, practical conversations; strong follow-through.

Responsibilities

• Lead the planning process for prospective and existing clients with support from the team.
• Prepare and present comprehensive retirement plans focused on income confidence, tax strategy, investments, risk management, and legacy.
• Explain why recommendations work and what happens if life changes, in meetings and recaps.
• Translate complex financial concepts into clear, jargon-free conversations.
• Prepare for prospect/client meetings and ensure follow-up items are completed.
• Build strong, long-term relationships through consistent service and communication.
• Collaborate with lead advisor, 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 planning

Client communication

Analytical skills

Meeting facilitation

Education

Series 65 license

Life & Health Insurance license

Tools

Holistiplan

Income Lab

Job description

Palante Wealth Advisors in Pennington, NJ seeks a Financial Advisor to join our independent, fiduciary retirement planning firm. You will lead planning, build retirement plans, and guide clients through complex scenarios, while collaborating with the Founder and team.

You’ll translate complex financial concepts into clear conversations, support meetings, and foster long-term relationships. A strong emphasis is placed on income confidence, tax strategy, and holistic planning with no cold calling.