Financial Planning Consultant: Advisor Support & Portfolio Analysis
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-07-24
Listing for:
Energy Jobline ZR
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Energy Jobline ZR is seeking a Financial Planning Consultant to join our in‑office team in Summit, NJ. You will develop investment proposals and perform portfolio analysis for affiliated Financial Advisors using our proprietary platform, while building strong advisor relationships.
The role emphasizes client service, data handling, and proactive communication. A bachelor’s degree and 2+ years in financial services are required, with potential licensing Lifts (65/CFP/CHFC) considered a plus.
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