Wealth Manager

Planning Alliance; 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

Vision insurance

Dental insurance

Life insurance

Disability insurance

Noncontributory pension

Job summary

Planning Alliance is seeking a Wealth Management Advisor to join our team in a full‑time capacity with offices in Boca Raton, FL, and other locations. You will manage and grow client relationships, develop financial plans, and collaborate with investment professionals to deliver tailored wealth solutions.

The ideal candidate has at least two years in wealth management, holds Series 7 and 66 or is willing to obtain them, and possesses licensure in Life/Health insurance.

Qualifications

• Must be a US citizen or permanent resident.
• Minimum of two years of wealth management and financial planning experience.
• 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 licenses or willingness to get them.
• Working knowledge of capital markets, asset allocation, and portfolio construction.

Responsibilities

• Identify prospects and opportunities in existing book of business.
• Support firm sales growth by partnering with advisors for an enhanced client experience.
• Work with Director of Investments to ensure the firm is up to date with Park Ave Securities Platform.
• Develop new business relationships with target market through community involvement, professional networks, and personal networks.
• Achieve required personal production core requirements.

Skills

Wealth management experience

Financial planning experience

Series 7 and 66 licenses

Life and Health Insurance licensed

Capital markets knowledge

Asset allocation

Portfolio construction

Self-motivated

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.

What you’ll be doing…

• Identify prospects and opportunities in existing book of business.
• Support firm sales growth by partnering with advisors for an enhanced client experience.
• Work in conjunction with Director of Investments to ensure the firm is up to date with Park Ave Securities Platform.
• 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.

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.

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.