Senior Financial Planner for UHNW Clients Hybrid Role

Jobot, a growing independent wealth management firm in Madison, NJ, seeks a Financial Planner to work with senior advisors on comprehensive plans for high-net-worth clients. This hybrid, permanent role emphasizes technically demanding, client‑facing work within a small team. You will develop integrated planning recommendations, support tax and estate planning with clients’ attorneys and accountants, and coordinate with internal and external professionals to ensure seamless implementation.