Associate Financial Planner

Associate Financial PlannerBoutique RIACherry Hill, NJOverviewEstablished and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.HighlightsCollaborate with and support Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planningNurture, manage, and maintain strong client relationshipsTeam-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional managementExcellent career growth trajectory within the firm, potential for Lead Advisor successionCompetitive compensation package including a significant base salary, bonus, and benefitsRequirementsBachelor's Degree1-3+ years Financial Planning experienceCompleted CFP designation or on track toward completionDrive to continuously improve and grow in a collaborative team based environment

Created: 2025-02-21