Wealth Advisor

Palante Wealth Advisors; Pennington (NJ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Continuing education and professional

Job summary

Palante Wealth Advisors, based in Pennington, New Jersey, seeks an Associate Financial Planner to join a planning-focused team. You will work closely with the lead advisor, participate in every prospect meeting, and support existing clients with retirement, tax, and estate planning.

The role emphasizes collaborative planning, thoroughness, and helping translate plans into action without prospecting or chasing new business. You will contribute to comprehensive retirement strategies.

Qualifications

• 2+ years of experience in financial services (RIA experience preferred).
• Interest in becoming genuinely excellent at holistic retirement planning.
• Strong interest in tax planning and the technical side of retirement.
• Hold a Series 65 (or equivalent credentials).
• Hold Life & Health Insurance licensing or willing to obtain within 60 days of hire.
• Comfortable participating in client and prospect conversations.
• Experience handling confidential financial information and documentation.
• Comfortable with intermediate to advanced computer systems and financial planning software.
• Highly organized and detail-oriented.

Responsibilities

• In Prospect Meetings, prepare by understanding the client's financial picture and priorities.
• Translate complex planning concepts into language clients can understand and articulate recommendations.
• Contribute planning insights and recommendations across income, investments, tax, insurance, and estate planning.
• Walk through scenarios and tradeoffs with clients and explain why the plan works.
• Capture and own follow-through after the meeting.
• With Existing Clients, identify Roth conversion opportunities and assess tax impact.
• Coordinate implementation with client and internal team; support ongoing planning.
• Demonstrate how the plan fits together and the rationale behind recommendations.

Job description

Imagine a financial advisor role where you don't have to cold call. Where you're not responsible for generating new business. Where you get to spend your time doing the work you actually became a financial advisor to do: helping people build a great life in retirement.

At Palante Wealth Advisors, we help families navigate one of the most important transitions of their lives. We believe retirement isn't simply a financial event. It's a life transition - and our job is to help clients move through it with clarity, confidence, and a plan built around their lives.

We're looking for a Associate Financial Planner who is excited by holistic retirement planning, enjoys working directly with people, and takes genuine pride in doing things thoroughly and well. This is a planning-focused role for an experienced financial advisor who wants to become exceptionally good at retirement planning, client conversations, and helping turn a financial plan into action - without spending their days prospecting or chasing business.

You’ll participate in every prospect meeting, working alongside the lead advisor to understand the client's story, help explore their possibilities, contribute to the planning conversation, and help translate the plan into clear next steps.

You'll also work directly with existing clients, helping maintain and implement their plans - including supporting ongoing tax planning and Roth conversion strategies.

If you're curious, coachable, highly organized, comfortable in client conversations, and energized by the opportunity to make a meaningful difference in people's lives, we'd like to hear from you.

In Prospect Meetings, you would:

• Prepare for each meeting by understanding the client's financial picture and what matters most to them
• Help translate complex planning concepts into language clients can understand
• Contribute planning insights and recommendations
• Help explore income, investment, tax, insurance, and estate-planning considerations
• Walk through scenarios and tradeoffs with clients
• Help clients understand why the plan works, what it protects, and what happens if life changes
• Capture and own follow-through after the meeting

With Existing Clients , you would:

• Identifying opportunities for Roth conversions
• Analyzing the potential tax impact and tradeoffs
• Coordinating implementation with the client and internal team
• Helping clients understand the why behind the recommendation

Holistic Retirement Planning - Your planning work may include:

• Retirement income planning
• Social Security optimization
• Pension planning
• Tax planning
• Roth conversions
• Insurance and annuity planning
• Estate and legacy planning
• Healthcare and long-term care considerations
• Portfolio withdrawal strategies
• Guardrail-based retirement income planning

You don't need to arrive as an expert in every one of these areas. But, you do need to be intellectually curious and willing to learn how they fit together. At Palante, we don't plan for returns. We plan for lives. That means looking at income, taxes, investments, insurance, estate planning, longevity, healthcare, and the unexpected as connected pieces of one larger plan. Every dollar has a job. And every recommendation should have a reason.

You're the Right Fit If You...

• Have 2+ years of experience in financial services (RIA experience preferred)
• Are interested in becoming genuinely excellent at holistic retirement planning
• Have a strong interest in tax planning and the technical side of retirement
• Hold a Series 65 (or equivalent credentials)
• Hold Life & Health Insurance licensing or are willing to obtain it within 60 days of hire
• Are comfortable participating in client and prospect conversations
• Have experience handling confidential financial information and documentation
• Are comfortable with intermediate to advanced computer systems and financial planning software
• Are highly organized and detail-oriented

The Culture You're Joining - Our culture is built around:

• Teamwork and collaboration
• Integrity, honesty, and respect
• Problem-solving
• High follow-through
• Personal ownership
• Professional calm

We believe the experience we create for clients should also be the experience we create for our team.

We want people who want to get better at what they do, contribute to something meaningful, and build a career with a team that believes the best is yet to come.

What We Provide

• 401(k)
• Medical insurance
• Continuing education and professional development support

Palante Wealth Advisors is an independent retirement planning and wealth management firm based in Pennington, New Jersey. We help people who are retired or approaching retirement create a plan for the years ahead - integrating income, investments, taxes, insurance, and estate planning around the life they actually want to live.