Financial Planner

Financial Planner (FP)

Location: Madison, NJ

Schedule: Full-time, hybrid

About Premier Path

At Premier Path Wealth Partners, we don’t just manage wealth—we help ultra-high-net-worth families build meaningful, multi- legacies.

We are a fast-growing, entrepreneurial firm driven by an Owner’s Mindset—where every team member is empowered to think, act, and grow like an owner. Our culture is built on integrity, grit, an obsession with exceptional client service, and continuous improvement, and we back that up by investing in our people.

If you’re looking for a place where you can accelerate your career, be challenged, and directly participate in the success you help create—this is the opportunity for you.

Position Overview

At Premier Path, we believe exceptional financial planning requires more than technical expertise. It takes the ability to understand people, navigate complex situations, and translate sophisticated strategies into meaningful advice.

As our firm continues to grow, we are seeking an experienced Financial Planner who combines strong technical planning expertise with exceptional emotional intelligence, sound judgment, and a collaborative mindset.

This role will focus on developing comprehensive financial planning strategies for high-net-worth and ultra-high-net-worth individuals and families, including complex estate, tax, retirement, and multi- wealth planning.

We are looking for someone who is confident in their technical abilities but equally comfortable listening, asking thoughtful questions, adapting to changing circumstances, and working alongside clients and their broader team of professional advisors.

This is an opportunity to become an integral part of a growing wealth management firm where your expertise, ideas, and contributions will help shape our planning capabilities and client experience.

What You’ll Do

• Develop, analyze, and communicate comprehensive financial plans for high-net-worth and ultra-high-net-worth clients.
• Identify and evaluate sophisticated planning opportunities across estate, tax, retirement, risk management, charitable giving, and multi- wealth strategies.
• Research complex planning strategies and develop thoughtful, actionable recommendations.
• Collaborate with Wealth Advisors, attorneys, CPAs, insurance professionals, and other specialists to coordinate planning strategies.
• Translate complex financial concepts into clear, practical recommendations tailored to individual client needs.
• Demonstrate strong emotional intelligence and sound judgment when navigating sensitive financial and family matters.
• Adapt quickly to changing client circumstances, priorities, and planning needs.
• Take ownership of planning deliverables from initial analysis through implementation and follow-up.
• Contribute to the continued development and improvement of the firm's financial planning capabilities.

Why This Role Stands Out

• Opportunity to work on sophisticated planning strategies for high-net-worth and ultra-high-net-worth families.
• Meaningful collaboration with experienced advisors and outside legal, tax, and financial professionals.
• Career growth opportunities through advanced planning specialization, expanded advisory responsibilities, and potential leadership.
• Full support for continued education, professional designations, and technical development.
• Opportunity to help shape and strengthen the firm's financial planning capabilities.
• High-performance, entrepreneurial environment that values autonomy, collaboration, and an Owner's Mindset.

What We’re Looking For

• 4–7 years of professional financial planning experience.
• At least one of the following credentials required: CFP®, CPWA®, JD, or LLM. Two or more .
• Strong technical expertise in comprehensive financial planning, including estate,…