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Senior Financial Planner — Lead Client-Centric Strategy

Job in Elizabeth, Union County, New Jersey, 07215, USA
Listing for: Retirement Resource Center, LLC.
Part Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below

BPP Wealth Solutions in New Jersey is seeking a Senior Financial Planner to lead a small team and collaborate with clients to craft holistic financial plans.

You will mentor two planners, guide clients through cash flow, investments, tax and estate planning, and act as the trusted advisor for ongoing reviews and day-to-day questions, ensuring clear, tailored strategies.

This hybrid role offers in-office collaboration 2–3 days per week and a competitive pay/bonus structure with strong benefits.

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Position Requirements
10+ Years work experience
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