Financial Planner
gemharvest executive recruitingMorris Plains, NJ
$43.27 per hour
APPLY (opens in a new tab)Financial Planner
gemharvest executive recruitingMorris Plains, NJSenior L5
$43.27 per hour
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
APPLY NOW (opens in a new tab)Financial Planner Boutique Wealth Management Firm Parsippany, NJ - Hybrid (2 days in office / 3 days remote) Join an established boutique wealth management firm serving high-net-worth households. Work closely with the founder and supportive team, overseeing financial planning and long-term relationships for clients. No business development required.
What You’ll Do:
- Manage planning and relationships for approximately 40 high-net-worth households
- Prepare cash flow, retirement, tax, and estate plans
- Lead planning discussions alongside the founder and ensure attentive follow-through
- What’s Offered$90,000– $95,000 base + $15,000 guaranteed annual bonus
- Additional $60,000-$70,000 variable bonus potential, subject to portfolio revenue and market performance
- Hybrid (two days weekly in Parsippany, NJ)
- Medical, dental, 401(k), and profit sharing
- What You Bring
- Bachelor's Degree 3+ years in financial planning or wealth management, ideally with high-net-worth clients
- Strong analytical, interpersonal, organizational, and follow-through skillsCFP preferred, though not required
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Level
Senior L5
Salary
$43.27 per hour
Location
Morris Plains, NJ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today