Senior Financial Planner and Advisor

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

At BPP Wealth Solutions, LLC, our mission is to Build, Protect and Preserve Wealth for Generations™. We are seeking an experienced and detail-oriented Senior Financial Planner and Advisor to join our dynamic team. We are located in Basking Ridge, NJ and we have a hybrid office model where we go into the office 2-3 days a week. This Senior Financial Planner will play a crucial role in providing comprehensive financial planning services to clients, ensuring their financial goals and objectives are met. This position requires a deep understanding of financial planning, insurance planning opportunities, tax planning, investment strategies and estate planning, along with excellent communication and analytical skills.

Role includes the daily management of day-to-day client communication and questions as well as annual reviews preparation, analysis, presentation and follow up correspondence.

This position also requires strong leadership skills to ensure that the team works smoothly and efficiently. Supporting the growth and development of team members through leadership is a fundamental component of this position as we expect all team members to grow and learn.

Lastly, our planner is expected to grow business by expanding and maintaining relationships with COIs, explore new client leads through networking and marketing events as well as identifying new business from existing clients.

This is a hybrid position in Basking Ridge, NJ.

Client communication

• Conduct in depth consultations with clients to understand their personal and unique financial goals, long and short-term dreams, risk tolerance and investment preferences.
• Develop personalized financial plans to help them achieve their goals and dreams. Consider factors such as various sources of income, debt management, retirement ages, inheritance, business selling strategies, withdrawal strategies and tax implications.

Investment Management

• Provide expert advice on investment strategies, asset allocation and portfolio management.
• Monitor and evaluate market trends, economic indicators, and investment performance to make informed recommendations.
• Assess clients’ insurance needs and recommend appropriate risk management solutions, including life insurance, disability insurance, and long-term care coverage.

Tax Planning

• Collaborate with clients and tax professionals to optimize tax planning strategies.
• Stay informed about changes in the tax laws and regulations to provide up-to-date advice.
• Assist clients in developing estate plans, including wills, trusts and gifting strategies.
• Address inheritance and succession planning concerns.
• Clearly communicate complex planning strategies in a way that clients can understand.

Qualifications

• Certified Financial Planner (CFP) designation is required
• CPA license is a plus
• Experience with eMoney financial planning software is critical
• Bachelor’s degree in Finance, Business, or related field is preferable.
• Minimum of 5 years’ experience as a Financial Planner with a focus on comprehensive financial planning.
• Strong knowledge of investment products, financial markets, and tax regulations.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills.
• Ability to build and maintain strong client relationships.
• High level of integrity and professionalism.

If you are a seasoned financial professional looking to a make a significant impact of clients’ financial well-being, we invite you to apply for this exciting opportunity. Join our team and help individuals achieve their financial dreams through strategic and personalized planning.