Senior Financial Planner & Advisor — BPP Wealth Solutions, LLC
FPA of Charlotte · Basking Ridge, NJ · 6 days ago
Full-time
What You’ll Do
- Client Planning & Communication
- Conduct in-depth consultations to understand clients’ goals, timelines, risk tolerance, and investment preferences
- Build personalized financial plans addressing income sources, debt, retirement timing, inheritance, business succession, withdrawal strategy, and tax implications
- Investment Management
- Advise on investment strategy, asset allocation, and portfolio management
- Monitor markets and economic trends to inform recommendations
- Risk Management
- Evaluate insurance needs and recommend solutions (life, disability, long-term care)
- Tax Planning
- Partner with clients and tax professionals to optimize strategy
- Stay current on tax law changes
- Estate Planning
- Guide clients on wills, trusts, gifting, and succession planning
- Translate complex strategies into clear, actionable guidance
- Leadership & Growth
- Mentor and develop team members
- Expand COI relationships and generate new business through networking and referrals
Qualifications
- CFP designation required; CPA a plus
- eMoney experience required
- Bachelor’s degree in Finance, Business, or related field preferred
- 5+ years as a financial planner with a comprehensive planning focus
- Strong grasp of investment products, markets, and tax regulations
- Excellent analytical, communication, and relationship-building skills
- High integrity and professionalism