Financial Advisor (RIA)

Are you interested in holistic retirement planning, and want to make a true, positive impact on thousands of pre-retirees and retirees in your local community? If you enjoy engaging with others, while completing tasks with a high attention to detail...look no further! Our successful, independent financial advisory firm in Pennington, NJ would like to speak with you.

Palante Wealth Advisors is an independent financial services firm that helps those who are retired and soon-to-be retired plan for life’s greatest journey. While we scale and grow our team, the Associate Wealth Advisor will play a key role in our growth. This role will focus on all sales meetings and lead generating events like seminars.

We are seeking a life-long team member who wants to be a part of a positive, inspiring culture and communicates that themselves every day.

Our Team Culture Thrives On :

• A Teamwork Mentality, Collaboration
• Open Communication
• Integrity, Honesty, Respect
• Problem-Solving
• High Follow-Through
• A Self-Starter, Execution of Responsibilities

What You Can Look Forward To :

The purpose of this sales role is to ensure that prospect's needs are prioritized and bring new clients onboard. Duties include responding to prospect's inquires, assist in all marketing activities, preparing for prospect / clients sales meetings, joining all sales meetings, providing meeting recaps, etc. If you enjoy public speaking, that's a huge plus for seminars.

Minimum Requirements :

What we will provide for you :

Come Join Us!

Check us out online : or

We think you’ll see that we’ve got a great place for someone to spend their days, enjoying what they do, seeing the difference they make in our client’s lives, and developing great talent around them.

If you think this is job is for you, don’t just click the submit button– take the extra step and send us an email directly to kimberly@palantewealth.com with the subject line “I was built for this – let’s go!” and include a brief cover letter and your resume.