Wealth Management Associate

International Planning Alliance, LLC; Shrewsbury (NJ); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Benefits plan

Health and dental insurance

401(k) with Match

Signing bonus

Job summary

Planning Alliance is seeking a Financial Representative to serve individuals and businesses in your community, helping protect their futures with tailored strategies and products. You will build lasting client relationships, develop personalized financial plans, and collaborate with professionals to offer comprehensive solutions.

As a multi-generational, Guardian Life partner, the firm emphasizes integrity, continuous learning, and growth opportunities.

Qualifications

• Must be a US citizen or permanent resident.
• Willing and able to obtain NJ/NY/FL Life, Accident, Health licenses, FINRA SIE, Series 7, Series 66.
• A four-year degree in Business, Finance or Financial Planning.

Responsibilities

• Build meaningful client relationships and understand financial goals.
• Develop financial strategies using appropriate products and services.
• Monitor and adjust client plans as goals evolve.
• Stay updated on market trends and regulatory changes.
• Collaborate with other professionals to offer comprehensive solutions.

Skills

Self-motivation

Relationship building

Sales experience

Entrepreneurial spirit

Client-facing communication

Education

Bachelor's degree in Finance or Business

Job description

Established in 1955, Planning Alliance is a leading provider of comprehensive wealth and risk management solutions nationwide. We specialize in empowering individuals, families, and businesses to achieve their financial goals through tailored investment, insurance, and wealth accumulation strategies.

We are a multi-generational firm, and our culture is rooted in transparent and honest financial counseling. Through financial successes, triumphs, tribulations, and across market cycles, our firm is prepared to stand beside you to guide your decisions for the advancement of your family and business goals. At Planning Alliance, we're committed to looking beyond today's needs, ensuring our clients are prepared for a secure financial future.

We are growing and seeking a new Financial Representative to join the team. As a Financial Representative at Planning Alliance, you will work with individuals and businesses in your community, helping people protect themselves and their loved ones, by providing recommended strategies and products that help protect their financial futures and help them achieve their dreams.

As a Financial Representative you are…

• A self-motivated individual with a confident personality, high integrity, and a strong desire to succeed.
• Passionate about cultivating long-term relationships to help others reach their goals.
• Ambitious, entrepreneurial, and looking for career growth and development
• Experienced with relationship building or client-facing sales
• A college senior or recent graduate from a finance related field

What you’ll be doing:

• Building Client Relationships: Develop meaningful connections with clients, understanding their financial goals and concerns.
• Financial Strategy Development: Analyze client information to create customized financial plans utilizing appropriate strategies, products, and services.
• Plan Management: Continuously monitor and adjust client financial plans to ensure alignment with their evolving goals over time.
• Continuous Learning: Stay updated on market trends, investment opportunities, and regulatory changes
• Partnership: Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions

Our Commitment:

• Excellence: We bring intention and integrity to every client and team member interaction.
• Doing the Right Thing: We invite and navigate through constructive conversation across our firm and with our clients. We believe you should never compromise your morals to be successful.
• Continuous Learning: We are committed to giving you a competitive edge with licensing and certification opportunities alongside one‑on‑one Managing Director‑led training.
• Community Involvement: We believe in building community through philanthropy.
• A competitive pay structure and benefits package that includes a defined Benefits Plan, health and dental insurance options, 401(k) with Match and Roth options and more.
• Explore various growth opportunities, leadership development, and continuing education support.
• Sponsorship, study materials and licensing costs covered for your Life and Health Insurance Licensing, FINRA SIE, Series 66, and Series 7 exams.
• Top rated training and development- locally, virtually, and nationally in conjunction with the personalized one‑on‑one development and support from a Managing Director.
• Mentorship and joint work opportunities
• Superior service and support from Guardian Life, a fortune 250 company
• Autonomy in both your life and career with flexible work arrangements and autonomy in managing client relationships.

Requirements:

• Must be a US Citizen or permanent resident
• Willing and able to obtain appropriate licensing (NJ/NY/FL Life, Accident, Health, FINRA SIE, Series 7, Series 66)
• A four‑year degree (Business, Finance or Financial Planning related)

Take the next step in your career with a firm dedicated to your success and the success of our clients. We offer a supportive environment, competitive compensation with a signing bonus, and opportunities for professional and personal growth.

This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well‑being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Today, we provide life insurance, disability insurance, dental insurance, and other benefits for individuals, at the workplace, and through government‑sponsored programs.

And as one of the largest mutual insurance companies, we know what matters most: meeting the needs of our customers first. Because everyone deserves a Guardian.

Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly‑owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker‑dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 7606138.1 (Exp. 5/27)