Wealth Management Advisor

International Planning Alliance, LLC; Boca Raton (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Sign-on bonus

401(k) with match

Health insurance

Dental insurance

Vision insurance

Group life and disability insurance

Noncontributory pension plan

Job summary

International Planning Alliance, LLC is seeking a Wealth Management Advisor to join our team in a full-time role. The office locations include Boca Raton, FL, Shrewsbury, NJ, and Woodcliff Lake, NJ.

This position offers a sign-on bonus for the right candidate and a path to long-term client relationships within a growing firm. You will protect clients from financial risks, build cash-flow roadmaps, and guide long-term asset growth.

Qualifications

• Minimum of two years of Wealth Management and Financial Planning experience.
• Currently managing a personal book of business with at least 50 households.
• Licensing in Life/Health Insurance and Series 7/66 or willingness to obtain.
• Wealth management knowledge including capital markets, asset allocation, and portfolio construction.

Responsibilities

• Protect clients from financial risks due to death, disability, or lawsuits.
• Cash flow planning to map progress toward goals.
• Growth strategies to build long-term wealth.
• Debt management and wealth-building strategies.
• Identify prospects and develop new business relationships through networks.
• Collaborate with the team to enhance client experience.

Skills

Wealth management

Financial planning

Client relationships

Self-motivation

Education

U.S. citizenship or permanent resident

Series 7 and 66 licenses or willingness to obtain

Life and Health Insurance licensing or willingness to obtain

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.