Wealth Management Planner - On-Site Summit, NJ
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-07-15
Listing for:
Simplicity Group
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Simplicity Group, based in Summit, NJ, is seeking a Wealth Management Planner. This full-time, on-site role involves developing personalized financial proposals, reviewing client statements, and aligning strategies with long-term goals and risk tolerance.
Responsibilities include presenting proposals, collaborating with internal teams, and staying current on industry trends. Compensation includes a base salary and annual bonus, with CFP/CHFC certifications highly beneficial.
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