Senior Financial Planner for UHNW Clients — Hybrid Role

Jobot; Madison (NJ); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

401(k)

Bonus program

Work from home Fridays

Paternity leave

Job summary

Jobot, a growing independent wealth management firm in Madison, NJ, seeks a Financial Planner to work with senior advisors on comprehensive plans for high-net-worth clients. This hybrid, permanent role emphasizes technically demanding, client‑facing work within a small team.

You will develop integrated planning recommendations, support tax and estate planning with clients’ attorneys and accountants, and coordinate with internal and external professionals to ensure seamless implementation.

Qualifications

• Approximately 5–7 years of relevant financial planning, tax, estate planning, or related experience.
• CFP, CPWA, tax-focused LLM, or JD with tax/estate focus.
• Experience addressing complex planning needs for high- or ultra-high-net-worth clients.
• Background in wealth management, family office, a law firm, or a tax advisory firm.
• Strong emotional intelligence and the ability to collaborate effectively with clients, advisors, and outside professionals.
• Comfort working independently, navigating evolving priorities, and balancing technical rigor with a thoughtful client experience.

Responsibilities

• Analyze complex financial situations and develop integrated planning recommendations.
• Support tax and estate planning in coordination with clients’ attorneys and accountants.
• Prepare planning analyses and materials that help advisors communicate recommendations clearly.
• Coordinate with internal teams and external professionals to support implementation and follow-through.
• Participate in client discussions as needed, translating technical concepts with clarity and sensitivity.

Job description

Jobot, a growing independent wealth management firm in Madison, NJ, seeks a Financial Planner to work with senior advisors on comprehensive plans for high-net-worth clients. This hybrid, permanent role emphasizes technically demanding, client‑facing work within a small team.

You will develop integrated planning recommendations, support tax and estate planning with clients’ attorneys and accountants, and coordinate with internal and external professionals to ensure seamless implementation.