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Senior Financial Planner & Advisor — Hybrid Wealth Strategy
Job in
Basking Ridge, Somerset County, New Jersey, 07920, USA
Listed on 2026-06-21
Listing for:
BPP Wealth Solutions, LLC
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
BPP Wealth Solutions, LLC in Basking Ridge, NJ is seeking a Senior Financial Planner and Advisor to join our dynamic team. This hybrid position focuses on providing comprehensive financial planning services, ensuring clients meet their financial goals while managing day-to-day client communication, investment strategies, and tax planning.
The ideal candidate has a CFP designation, at least 5 years of experience, strong analytical and communication skills, and is passionate about helping clients achieve their financial dreams. Join us to make a significant impact in clients' financial well-being.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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