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Senior Financial Planner - Client Focused

PCB FINANCIAL ADVISORY GROUP
East Brunswick, NJ Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/21/2025

Job Description

  • As a key member of our team, you will lead client meetings and navigate them through the entire financial planning experience, discussing holistic financial plans and providing recommendations tailored to their needs.
  • You will oversee the coordination of the planning process, working closely with clients, advisors, and internal teams to deliver exceptional results.
  • Your primary focus will be on developing and executing comprehensive financial plans for Tier 2-3 clients, utilizing your expertise in investments, financial advisory, and retirement planning.

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