Planning Alliance · 5 days ago
Wealth Management Associate
Shrewsbury, NJ
Full-time
Onsite
New Grad, Entry LevelPlanning Alliance is an Agency of The Guardian Life Insurance Company of America, and they are seeking a Wealth Management Associate to work with individuals and businesses in the community. The role involves providing access to financial products and services, analyzing client information, and developing long-term relationships to help clients achieve their financial goals.
AccountingConsultingFinancial ServicesRisk Management
No H1B
U.S. Citizen OnlyHiring Manager
Alyssa Mancella
Responsibilities
Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products, and services
Develop and maintain relationships with a base of clients who value your input and guidance
Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will last for years
Qualification
Required
Must be a US citizen or permanent resident
Must be willing and able to obtain appropriate insurance licensing (Life & Health Producer)
You are a self‐motivated individual with a confident personality, strong work ethic, high integrity, and passion for succeeding
You desire to help others achieve their goals and dreams through cultivating long-term relationships
You are ambitious, entrepreneurial, and looking for career growth and development
Preferred
Life Producer Licensed
Accident & Health Producer Licensed
A four‐year college degree
Benefits
Defined Benefit Plan
401(k) with Match and Roth options
Health and dental insurance
Continuous Learning
Mentorship and joint-work opportunities
Leadership and career development opportunities including tuition reimbursement and continuing education opportunities
Company
Planning Alliance
We help individuals and families protect, grow, and ultimately leave a generational legacy.
Founded in 1999
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Anju Sharma, CFA
Chief Operating Officer
Company data provided by crunchbase