gemharvest executive recruitingMorris, NJ
Financial Planner
$90,000 - $95,000 per year
Apply (opens in a new tab)Financial Planner
Financial Planner
gemharvest executive recruitingMorris, NJ
today
$90,000 - $95,000 per year
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role (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
Also on the board Same function, level within a rung
Level
Senior
Salary
$90,000 - $95,000 per year
Location
Morris, NJ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today