Wealth Portfolio Planner & Advisor Coach
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-08-22
Listing for:
Simplicity Group
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Simplicity Group in Summit, NJ is seeking a Wealth Portfolio Planner for a full-time, on-site role. You will help independent wealth advisors assemble winning portfolios by aligning client objectives with our proprietary platform and investment process.
The ideal candidate builds strong relationships, communicates clearly, and solves problems in a fast-paced environment. You will present proposals, conduct portfolio reviews, and support advisors with coaching, training, and webinars to enhance
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