Wealth Management Associate

About the role

Established in 1955, Planning Alliance is a leading provider of comprehensive wealth and risk management solutions nationwide. We specialize in empowering individuals, families, and businesses to achieve their financial goals through tailored investment, insurance, and wealth accumulation strategies. We are a multi-generational firm, and our culture is rooted in transparent and honest financial counseling. Through financial successes, triumphs, tribulations, and across market cycles, our firm is prepared to stand beside you to guide your decisions for the advancement of your family and business goals. At Planning Alliance, we’re committed to looking beyond today’s needs, ensuring our clients are prepared for a secure financial future.

Responsibilities

• Develop meaningful connections with clients, understanding their financial goals and concerns.
• Analyze client information to create customized financial plans utilizing appropriate strategies, products, and services.
• Continuously monitor and adjust client financial plans to ensure alignment with their evolving goals over time.
• Stay updated on market trends, investment opportunities, and regulatory changes.
• Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions.

Requirements

• Must be a US Citizen or permanent resident.
• Willing and able to obtain appropriate licensing (NJ/NY/FL Life, Accident, Health, FINRA SIE, Series 7, Series 66).
• A four-year degree (Business, Finance or Financial Planning related).

Benefits

• A competitive pay structure and benefits package that includes a defined Benefits Plan, health and dental insurance options, 401(k) with Match and Roth options and more.
• Explore various growth opportunities, leadership development, and continuing education support.
• Sponsorship, study materials and licensing costs covered for your Life and Health Insurance Licensing, FINRA SIE, Series 66, and Series 7 exams.
• Top rated training and development- locally, virtually, and nationally in conjunction with the personalized one-on-one development and support from a Managing Director.
• Mentorship and joint work opportunities.
• Superior service and support from Guardian Life, a Fortune 250 company.
• Autonomy in both your life and career with flexible work arrangements and autonomy in managing client relationships.

Pay

Competitive pay structure with a signing bonus.

Schedule

Full-time schedule.

Qualifications

A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed.

Passionate about cultivating long-term relationships to help others reach their goals.

Ambitious, entrepreneurial, and looking for career growth and development.

Experienced with relationship building or client-facing sales.

A strong communicator.

A college senior or recent graduate from a finance related field.