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 skills
- CFP preferred, though not required
Financial Planner in Morris County at GemHarvest Executive Recruiting
This position is listed as full time and able to be worked remotely. It was posted yesterday.