Wealth Management Associate

Planning Alliance; Shrewsbury (NJ); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Signing bonus

Health insurance

Dental insurance

401(k) with match

Licensing support

Job summary

Planning Alliance, established in 1955, is a nationwide wealth and risk management firm. We are growing and seeking a Financial Representative to help individuals and businesses protect their financial futures through tailored strategies and products.

You will build client relationships, develop financial plans, monitor plans over time, and collaborate with accountants and attorneys. We provide licensing support, ongoing training, competitive compensation, and opportunities for career growth in

Qualifications

• Must have a four-year degree in a finance-related field.
• Experience in client-facing financial services is preferred.
• Strong relationship-building and sales aptitude.
• Willingness to obtain appropriate licenses such as Life/Health/FINRA SIE and Series 7/66.

Responsibilities

• Build meaningful client relationships and understand financial goals.
• Develop customized financial plans using appropriate strategies and products.
• Monitor and adjust plans over time to align with evolving goals.
• Stay informed on market trends, investments, and regulatory changes.
• Collaborate with accountants and attorneys to offer comprehensive solutions.

Skills

Relationship building

Sales experience

Financial planning

Communication

Entrepreneurial mindset

Education

Four-year degree in Business/Finance/Financial Planning

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.