Wealth Advisor

RMR Wealth Builders, Inc.; Montclair (NJ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) and HSA with employer match

Two weeks of paid vacation

Access to Health, Dental, Vision, and Life Insurance

Job summary

RMR Wealth Builders, Inc. is seeking a Wealth Advisor for their Montclair, New Jersey headquarters. This client-facing position focuses on comprehensive financial planning, retirement education, and relationship management.

The role involves leading clients through financial planning processes, maintaining ongoing relationships, and educating clients on complex financial concepts. Candidates must hold a degree in relevant fields and possess strong communication skills and a passion for financial planning.

Qualifications

• 1–5 years of experience in financial planning or related field required.
• Strong interpersonal, communication, and presentation skills needed.
• Ability to build trust and develop long-term relationships is essential.

Responsibilities

• Lead clients through RMR's financial planning process.
• Conduct client review meetings and maintain relationships.
• Analyze client financial information for planning recommendations.

Skills

Interpersonal skills

Communication skills

Presentation skills

Financial planning passion

Trust building

Education

Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field

Tools

eMoney Advisor

Job description

RMR Wealth Builders is seeking a Wealth Advisor to join our growing team at our Montclair, New Jersey headquarters. This client‑facing role focuses on comprehensive financial planning, retirement education, and relationship management.

Job Location

Montclair, NJ (In-Person, Full‑Time Role)

What You'll Do

• Lead clients through RMR's comprehensive financial planning process.
• Conduct client review meetings and maintain ongoing client relationships.
• Develop, maintain, and present comprehensive financial plans utilizing eMoney Advisor.
• Analyze client financial information and model planning recommendations through eMoney.
• Help clients navigate retirement planning, retirement income, investment, insurance, and wealth transfer strategies.
• Translate complex financial concepts into clear, actionable recommendations.
• Collaborate with our Review Team to prepare for client meetings and implement planning recommendations.
• Participate in retirement education initiatives, client workshops, and educational events.
• Gradually assume greater responsibility for client relationships and meeting leadership.
• Participate in long‑term client transition and succession planning initiatives.
• Support business development and client acquisition efforts alongside senior advisors.
• Contribute to firm growth initiatives and client retention strategies.
• Maintain accurate client records and documentation.
• Serve as a trusted advisor and resource for clients and their families.

Qualifications

Required

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or a related field.
• 1–5 years of experience in financial planning, wealth management, banking, financial services, or a related field.
• Strong interpersonal, communication, and presentation skills.
• Passion for financial planning and client education.
• Ability to build trust and develop long‑term client relationships.

Preferred

• Experience utilizing eMoney Advisor or similar financial planning software.
• Experience conducting client review meetings and financial planning engagements.
• Knowledge of retirement planning, investment management, estate planning, and risk management strategies.
• Series 65 license (or willingness to obtain).
• Life and Health Insurance License (or willingness to obtain).

Compensation & Benefits

Competitive salary with eligibility for Individual Performance Bonuses and Company Performance Bonuses.

• Significant long‑term earnings potential tied to advisor professional development, client relationship management, and firm growth.
• 401(k) and HSA with employer match.
• Two weeks of paid vacation and paid holidays off.
• Access to Health, Dental, Vision, and Life Insurance.
• Access to ancillary benefits (voluntary or supplemental benefits).
• Continuing education support and resources.

What Makes This Opportunity Different

• No book of business required.
• Immediate client‑facing experience.
• Defined path to Lead Advisor responsibilities.
• Increasing client ownership and autonomy over time.
• Participation in client transition and succession opportunities.
• Collaborative team environment.
• Established review process and client support structure.
• Direct involvement in retirement education initiatives.
• Access to eMoney Advisor as the firm's primary planning platform.
• Mentorship from experienced advisors and firm leadership.
• Revenue‑generating career track with significant long‑term growth potential.
• Opportunity to participate in firm growth and business development initiatives.

About RMR Wealth Builders, Inc.

RMR Wealth is an independent, planning‑first firm serving individuals, families, organizations, and institutions. With over $3 billion in assets under management, the firm is built to support long‑term relationships, thoughtful growth, and enduring partnerships.

For 40 years, RMR Wealth advisors have helped clients organize financial complexity, gain clarity through education, and make confident financial decisions through comprehensive planning and disciplined investment management.

At RMR Wealth, financial planning drives everything we do. Rather than leading with products or investments, we begin by understanding our clients' goals, values, and vision for the future. Through comprehensive planning, education, and long‑term guidance, we help clients make informed financial decisions at every stage of life.

Our advisors leverage eMoney Advisor and a collaborative team‑based approach to deliver meaningful planning experiences and exceptional client outcomes.

Equal Opportunity Statement

RMR Wealth Builders, Inc. is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.