Wealth Planning Specialist
Listed on 2026-10-19
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Scopo Capital Planning, based in Pennington, NJ, seeks an Investment & Financial Planning Specialist to assist the lead advisor with financial planning, investment management, and client service. The role emphasizes technical analysis and client-facing tasks in a growing independent firm.
This is not a commission-based sales position; a dedicated book of business is not required, and there is no production quota.
We would love to welcome a new Wealth Planning Specialist — Growth & Profit Sharing to our organisation in Pennington, NJ, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 72.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning Specialist — Growth & Profit Sharing role in the description above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).