Wealth Advisor & Client Education Specialist

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, 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.