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Senior Financial Planner — Lead Client-Centric Strategy
Job in
Paterson, Passaic County, New Jersey, 07544, USA
Listed on 2026-07-31
Listing for:
Retirement Resource Center, LLC.
Part Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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