Wealth Advisor

Job Location

Role Description

RMR Wealth Builders, Inc. is seeking a Wealth Advisor (CFP® professional or candidate for CFP® certification) to join our growing team at our Montclair, New Jersey headquarters.

About the role

This is a client-facing role focused on comprehensive financial planning, retirement education, and relationship management. Working closely with our Review Team, the Wealth Advisor will help clients navigate retirement planning, investment strategies, cash flow management, risk management, and wealth preservation decisions.

Responsibilities

• Help clients navigate retirement planning, investment strategies, cash flow management, risk management, and wealth preservation decisions.
• Establish and strengthen relationships with plan sponsors and participants, fostering meaningful conversations that range from retirement plan education to comprehensive, holistic financial planning.
• Participate in client transition planning, deepen client relationships, contribute to firm growth initiatives, and develop into a revenue-generating advisor responsible for managing and expanding client relationships.

Requirements

• CFP® professional or candidate for CFP® certification.
• Bachelor's degree in Finance, Financial Planning, Business, Economics, or a related field.
• 1–5 years of experience in financial planning, wealth management, banking, financial services, or a related field.
• Strong interpersonal, communication, and presentation skills.
• Passion for financial planning and client education.
• Ability to build trust and develop long-term client relationships.
• Professional, client-first mindset.

Qualifications

• Preferred: Experience utilizing eMoney Advisor or similar financial planning software.
• Preferred: Experience conducting client review meetings and financial planning engagements.
• Preferred: Knowledge of retirement planning, investment management, estate planning, and risk management strategies.
• Preferred: Series 65 license (or willingness to obtain).
• Preferred: Life and Health Insurance License (or willingness to obtain).

Compensation

• Competitive salary with eligibility for Individual Performance Bonuses and Company Performance Bonuses.
• Base Salary: $65,000 - $80,000
• Total Compensation Potential: $70,000 - $90,000
• Significant long-term earnings potential tied to advisor professional development, client relationship management, and firm growth.
• Comprehensive Benefits Package:
• 401(k) and HSA with employer match.
• Two weeks of paid vacation and paid holidays off.
• Access to Health, Dental, Vision, and Life Insurance.
• Access to Ancillary Benefits (voluntary or supplemental benefits).
• Continuing education support and resources.
• Scholarships available for professional development designations.

About RMR Wealth Builders, Inc.

RMR Wealth Builders, Inc. (RMR Wealth) is an independent, planning-first firm serving individuals, families, organizations, and institutions. With over $3 billion in assets under management, the firm is built to support long-term relationships, thoughtful growth, and enduring partnerships. For 40 years, RMR Wealth advisors have helped clients organize financial complexity, gain clarity through education, and make confident financial decisions through comprehensive planning and disciplined investment management. At RMR Wealth, financial planning drives everything we do. Rather than leading with products or investments, we begin by understanding our clients' goals, values, and vision for the future. Through comprehensive planning, education, and long-term guidance, we help clients make informed financial decisions at every stage of life. Our advisors leverage eMoney Advisor and a collaborative team-based approach to deliver meaningful planning experiences and exceptional client outcomes.