Senior Financial Planner & Advisor — Hybrid Wealth Strategy

BPP Wealth Solutions, LLC; Basking Ridge (NJ); Hybrid; USD 85,000 - 120,000; Full time

Job summary

BPP Wealth Solutions, LLC in Basking Ridge, NJ is seeking a Senior Financial Planner and Advisor to join our dynamic team. This hybrid position focuses on providing comprehensive financial planning services, ensuring clients meet their financial goals while managing day-to-day client communication, investment strategies, and tax planning.

The ideal candidate has a CFP designation, at least 5 years of experience, strong analytical and communication skills, and is passionate about helping clients achieve their financial dreams. Join us to make a significant impact in clients' financial well-being.

Qualifications

• Minimum of 5 years’ experience as a Financial Planner.
• CPA license is a plus.
• Strong knowledge of investment products, financial markets, and tax regulations.

Responsibilities

• Conduct in-depth consultations with clients regarding their financial goals.
• Develop personalized financial plans for clients.
• Provide expert advice on investment strategies and portfolio management.
• Optimize tax planning strategies with clients.

Skills

Financial planning

Investment strategies

Tax planning

Analytical skills

Communication skills

Leadership

Client relationship management

Education

Certified Financial Planner (CFP)

Bachelor’s degree in Finance or Business

Tools

eMoney financial planning software

Job description

BPP Wealth Solutions, LLC in Basking Ridge, NJ is seeking a Senior Financial Planner and Advisor to join our dynamic team. This hybrid position focuses on providing comprehensive financial planning services, ensuring clients meet their financial goals while managing day-to-day client communication, investment strategies, and tax planning.

The ideal candidate has a CFP designation, at least 5 years of experience, strong analytical and communication skills, and is passionate about helping clients achieve their financial dreams. Join us to make a significant impact in clients' financial well-being.