Wealth Management Advisor

Planning Alliance; Boca Raton (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) with match

Pension plan

Health insurance

Vision insurance

Dental insurance

Group life and disability insurance

Lifetime renewals

Job summary

Planning Alliance is a comprehensive wealth management firm helping individuals, families, and business owners with retirement, protection, college planning, and tax-efficient growth. This full-time Wealth Management Advisor role is based in Boca Raton, FL, with additional offices in Shrewsbury, NJ and Woodcliff Lake, NJ, and includes a sign-on bonus for the right candidate.

We are not a product sales job; this is a long-term career building lifelong client relationships.

Qualifications

• Must be a US citizen or permanent resident.
• Self-motivated with strong organizational skills.
• Minimum of two years wealth management and financial planning experience.
• Currently managing a personal book of business with at least 50 households.
• Life and Health Insurance licensed or willingness to obtain.
• Series 7 and 66 licensed or willingness to obtain.
• Working knowledge of capital markets, asset allocation, and portfolio construction.
• Competitive benefits package including 401(k) with match, pension plan, health, vision, dental, and life and disability insurance.
• 1-on-1 mentorship with credit structure.
• Proven systems and processes.
• Licensing support and professional training.
• Clear path to leadership and even partnership.
• Performance-based compensation with unlimited upside, a pension plan and lifetime renewals.

Responsibilities

• Protect clients from financial setbacks through planning.
• Build roadmaps to track progress toward goals.
• Help clients grow assets with long-term strategies.
• Create strategies to eliminate debt and build wealth.
• Identify prospects and opportunities in existing book of business.
• Collaborate with team for an enhanced client experience.
• Develop new business relationships through community involvement and networks.
• Achieve required personal production core requirements.

Skills

Wealth management experience

Financial planning

Book of clients 50+

Licensing readiness

Insurance licensing

Capital markets knowledge

Portfolio construction

Self-motivated

Organizational skills

Job description

We are looking for someone to join our team as a Wealth Management Advisor. This is a full time position with offices located in Boca Raton, FL, Shrewsbury and Woodcliff Lake, NJ. This Position offers a sign on bonus for the right candidate.

Planning Alliance is a comprehensive wealth management firm that helps individuals, families, and business owners with retirement, protection, college planning, and tax-efficient growth.

Who We Are Looking For: People who want to make a difference in others' lives.

We show up with money when no one else does.

This is not a product sales job. This is a long-term career building lifelong client relationships.

What you’ll be doing

1. Protect: Ensure a death, disability, or lawsuit does not derail a family financially.
2. Cash Flow: Build roadmaps so clients know if they are on track for their goals.
3. Growth: Help clients grow assets for the long term with sound strategies.
4. Debt: Create strategies to eliminate debt efficiently and build wealth.

• Identify prospects and opportunities in existing book of business.
• Work and collaborate as a team for an enhanced client experience.
• Develop new business relationships with firm’s target market through community involvement, professional networks, and personal networks.
• Achieve required personal production core requirements.

Mutual Respect – We want clients to advocate for themselves. We also know the process can vary for each client. As a team member, you’ll understand how to engage and empathize with clients while drawing on knowledge that breaks through the noise with clarity of purpose to build better financial futures.

Doing the Right Thing – We invite constructive and productive conversations across our firm and with our clients. Feedback can be difficult, and it is integral to your continued growth and development.

Community Involvement – We believe in building community through philanthropy. Team members answer the call of charitable service by partnering with nationally recognized non-profits, including but not limited to United Way and Habitat for Humanity.

YOU'RE RIGHT FOR THIS IF:

• Integrity is non-negotiable - you tell the hard truth even when it costs you
• You listen more than you talk
• You have a growth mindset and are coachable
• You own your outcomes and can self-manage your attitude and effort
• You think long-term and have a record of finishing hard things

Basic Qualifications:

• Must be a US citizen or permanent resident.
• You are a self‑motivated individual with strong organizational skills.
• You have a minimum of Two years of Wealth Management and Financial Planning experience.
• You are currently managing a personal book of business with a minimum of 50 households.
• Life and Health Insurance licensed or willingness to get it
• Series 7 and 66 licensed or willingness to get it
• You have working knowledge of capital markets, asset allocation, and portfolio construction.
• A competitive benefits package, including 401(k) with match, noncontributory pension plan, health insurance, vision, dental, and group life and disability insurance.
• 1-on-1 Mentorship - You get 99% of the credit, we take 1%
• Proven systems and process
• Licensing support and professional training
• A clear path to leadership and even partnership
• Performance-based compensation with unlimited upside, a pension plan and lifetime renewals.

Planning Alliance is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:50 Tice Boulevard, Suite 280, Woodcliff Lake, NJ 07677. ph# 848.456.3060. PAS is a wholly-owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.