Financial Planner
Job in
Woodbridge Township, Middlesex County, New Jersey, USA
Listed on 2026-08-28
Listing for:
Barnum Financial Group Tri State
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
We are seeking an experienced Financial Planner to join a top-producing advisory team within Barnum Financial Group – Tri State. This individual will play a critical role in leading the financial planning function for the team’s clients, delivering comprehensive and customized strategies to high-net-worth individuals, families, and business owners.
This role is ideal for a professional who is currently serving in a financial planning capacity or holds the CFP® designation
, and is looking to elevate their impact within a high-performing, growth-oriented team.
- Lead and manage the end-to-end financial planning process for the team’s clients
- Analyze client data and develop tailored financial plans, including:
- Investment strategies
- Risk management and insurance planning
- Estate and legacy planning
- Prepare and present financial plans in client meetings alongside advisors
- Conduct ongoing reviews and proactively identify new planning opportunities
- Partner closely with advisors to implement recommendations and ensure follow-through
- Maintain accurate client data within financial planning and CRM systems
- Serve as a key resource for complex planning cases and advanced strategies
- Fully securities licensed (Series 7 & 66 required; Life/Health preferred)
- CFP® designation required or currently functioning in a dedicated financial planning role within a wealth management or advisory practice
- 3+ years of experience in financial planning or wealth management
- Strong technical knowledge across planning disciplines (retirement, tax, estate, risk management)
- Excellent communication and client-facing presentation skills
- Highly organized with the ability to manage multiple client engagements
- Demonstrates professionalism, ownership, and a team-first mindset
- Join a top-producing advisory team with an established and growing client base
- Take ownership of the financial planning strategy for high-value client relationships
- Work in a collaborative environment with strong operational and advisor support
- Access to a broad platform of planning tools, investment solutions, and insurance products
- Opportunity to deepen expertise and play a central role in client outcomes
- Competitive base salary + performance-based bonus
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