Garry Executive Search is seeking an experienced Certified Financial Planner (3-10 years) for a well-established, fee-only registered investment advisor located in central New Jersey. This full-time position provides the opportunity to engage in all aspects of wealth management, including investment management, financial planning, and direct client advisory work. The successful candidate will serve initially as a secondary client contact and quickly transition to a primary advisory role for a select group of the firm’s clients.

Key Responsibilities

• Support senior advisors in developing wealth management solutions, including investment proposals, financial projections, estate planning reviews, and insurance needs assessments.
• Transition into a primary advisor role, conducting client meetings and delivering comprehensive financial and investment guidance.
• Serve as a secondary contact and support for existing clients, handling inquiries related to portfolio performance, market insights, retirement planning, and other key financial objectives.
• Assist with estate planning, college funding goals, and insurance needs, collaborating with clients’ attorneys or insurance providers as necessary.
• Engage with prospective clients, supporting proposal development and assisting in client onboarding.

Qualifications

• Education : Bachelor’s degree from a four-year accredited institution; business-related majors preferred but not required.
• Certifications : CFP designation required.
• Experience : 3-10 years of professional experience within wealth management, financial planning, or a related client-service role.
• Technical Skills : Proficiency in Microsoft Office and experience with eMoney, Tamarac, Salesforce, or similar platforms.
• Soft Skills : Excellent written and verbal communication, attention to detail, and strong time management abilities.

Why Join Our Client’s Team?

This RIA offers a competitive compensation package, including:

• A generous 401(k) match.
• Comprehensive medical and dental benefits.
• Employee Stock Ownership Program.
• Recognized by NJBiz as one of the Best Places to Work in NJ.
• Business casual dress code, daily lunch provided, and an open, team-oriented environment with a hybrid schedule (two remote days per week).

Our client prides itself on its cutting-edge technology, personalized service, and dedication to managing high-net-worth portfolios with integrity and transparency.

How to Apply:

If you are ready to take the next step in your financial advisory career and work for a client-focused, growth-oriented RIA firm, Garry Executive Search invites you to apply. Please submit your resume and cover letter via LinkedIn or email to

Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.