Top 476 Senior advisor Jobs in East Brunswick Nj

Lead Planner - Certified Financial Planner
Zynergy Retirement Planning —Red Bank, NJ
- From $130,000 a year
- Full-time
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Senior Director, HEOR and Pricing
Rocket Pharmaceuticals —Cranbury, NJ
- $236,000 - $354,000 a year
- Full-time
- Medicine
- 11+ years
- Analysis skills
- Paid holidays
- Health insurance
Senior Control Systems Engineer
Thermo Systems LLC —East Windsor, NJ
- $120,000 - $170,000 a year
- Full-time
- Up to 50% travel
- Travel
- US work authorization
- Travel reimbursement
- Tuition reimbursement
Quick Apply
Senior HVAC Project Manager
Unitemp, Inc. —Somerset, NJ
- Full-time
- OSHA
- Construction site
- Customer service
- Paid holidays
- Health insurance
Quick Apply
Client Care Liaison
Alvita Home Care —Union County, NJ
- $90,000 - $105,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Mid-level
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Business Tax Accountant
OMNI 360 Advisors, LLC —Plainsboro, NJ
- $80,000 - $95,000 a year
- 8 hour shift
- Background check
- CPA
- Research
- Paid training
- Health insurance
Quick Apply
Senior Service Advisor
Island Auto Group —Staten Island, NY
- $60,000 - $90,000 a year
- 8 hour shift
- Clean driving record
- Sales
- Dealership
- Health insurance
- Dental insurance
Quick Apply
Senior Tax Expert – Retail
Intuit —Edison, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Partner
Career Legal —Ocean, NJ
- From $200,000 a year
- Full-time
- Hybrid work
- CPA
- 11+ years
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Senior Tax Expert – Retail
Intuit —New Brunswick, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Professional – In-Store
Intuit —New Brunswick, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Outside B2B Sales Executive
Wholesale Payments —New Jersey
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Senior Tax Professional – In-Store
Intuit —Edison, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Expert – Retail
Intuit —Princeton, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Professional – In-Store
Intuit —Princeton, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Director, Internal & Employee Communications
Rocket Pharmaceuticals —Cranbury, NJ
- $188,000 - $250,000 a year
- Full-time
- SharePoint
- Senior level
- Business
- Paid holidays
- Health insurance
Senior Tax Expert – Retail
Intuit —Staten Island, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Professional – In-Store
Intuit —Staten Island, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Executive Assistant Partner
Confidential —Monmouth County, NJ
- $80,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
6d
Client Success & Retention Advisor
Jersey Senior Advisors —Asbury Park, NJ
- $25 - $30 an hour
- Choose your own hours
- Hybrid work
- Mid-level
- 2 years
- Paid training
- Paid time off
Quick Apply
8d

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Lead Planner - Certified Financial Planner

Zynergy Retirement Planning
Red Bank, NJ

Quick Apply

Job Details

Full-time
From $130,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance

Qualifications

Estate planning needs analysis
Financial planning software
Customer relationship building
CFP
Income tax planning
Customer inquiry handling
Bachelor's degree
Financial concepts
Computer skills
Investment risk management
Estate planning
Retirement planning advisory services

Full Job Description

We are looking for a Certified Financial Planner to learn our planning process and help support our members (clients) and planning team. We are a fee-only fiduciary who specializes in helping people with more than $3 million simplify retirement complexity with a focus on coordinating investments, taxes and legacy planning.

Zynergy is rooted in purpose, collaboration, and accountability. We hold ourselves to a high standard while working together towards shared success. Above all, we operate as a top-performing tea, celebrating wins together and taking responsibility for the impact we have on each other and those we serve.

Position Overview

As a Lead Planner, you play a central and valued role in the lives of our members (clients). You’ll spend more than 60% of your time with the individuals and families you serve, building meaningful relationships, understanding what matters most to them, and guiding them toward the financial future they envision.

In this role, you will create comprehensive financial plans, manage portfolios, lead member relationships, learn to close prospective clients and provide ongoing advice that adapts as member needs, goals, and market conditions evolve. Your commitment to personal connection and high-quality service helps members feel confident, supported, and truly understood.

While you will work with members on your own, we do work as a team. You will be supporting the Senior Planner on their member relationships and train/mentor our associate planner.

These positions may cultivate new member referrals through offering a high-level of service to existing members, but they are not required to develop new member relationships through business development and/or marketing channels. You will be responsible for leading prospective member meetings using our firm’s process.

To thrive here, you will be ready to work with members from day one and will bring strong communication skills, analytical thinking, and a genuine passion for helping people make smart, values-aligned financial decisions.

Responsibilities include:

Conduct Regular Member Meetings: Schedule and hold annual/semiannual review meetings to review and discuss changes in member situations.
Educate Members: Explain complex financial concepts in understandable terms to help members make informed decisions.
Respond to Member Inquiries: Address members questions and concerns promptly, providing accurate and helpful information
Develop Customized Financial Plans: Create tailored financial strategies that align with members short-term and long-term goals.
Provide Investment Advice: Recommend appropriate investment options based on members objectives and risk profiles.
Monitor and Review Portfolios: Regularly review and adjust members investment portfolios to ensure they remain aligned with their goals and market conditions.
Financial Planning: Help members plan by assessing needs, recommending solutions, and creating financial strategies in all key areas, including Cash Flow, Budgeting, Retirement Planning, Investments, Estate Planning, Tax Planning, Education Planning, and Risk Management.
Collaborate with Other Professionals: Work with tax advisors, estate planners, and other financial professionals to provide comprehensive advice.
Support Senior Planners: Assist in behind the scenes planning work and sit in on any meetings with member that will be transitioned to you.
Train Junior Planners: Assist in the training of planners’ junior to your role.

Skills and knowledge requirements:

Financial Expertise: In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.
Analytical Skills: Strong ability to analyze financial data, assess risk, and develop effective financial strategies.
Communication Skills: Excellent verbal and written communication abilities to explain complex financial concepts clearly to members.
Interpersonal Skills: Strong relationship-building skills to establish trust and rapport with members, understanding their needs and goals.
Problem-Solving Skills: Ability to identify financial issues and develop creative solutions tailored to members' unique situations.
Technological Proficiency: Familiarity with financial planning software, investment platforms, and other technology tools to enhance efficiency and service quality. At Zynergy we use Salesforce, eMoney, and Orion/Eclipse. Previous experience with these platforms would be useful, but is not required.

Experience and education requirements:

Certifications: CFP Designation
Education: Bachelor’s degree required. Degree in accounting, finance, business administration or relevant field; additional professional certifications are a plus.
Experience: 10+ years of experience in financial planning or advisory roles, with a proven track record of working directly with clients.
Skills Development: Enhanced expertise in specific areas such as retirement planning, tax strategy, or estate planning.

Benefits:

Salary ranges from $130,000 - $160,000 depending on experience. Additional incentive pool paid out quarterly based on company performance.
401(k)
401(k) match
Employee discount on services
Dental insurance
Health insurance
Vision insurance
Life insurance
Paid time off
Professional development assistance
Monday & Friday work from home with the exception of meeting seasons (September & February)
Off Fridays Memorial Day – Labor Day and November – December

Job Type: Full-time

Pay: From $130,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial Planning: 10 years (Required)

License/Certification:

CFP (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior advisor jobs in east brunswick nj

Lead Planner - Certified Financial Planner

Senior Director, HEOR and Pricing

Senior Control Systems Engineer

Senior HVAC Project Manager

Client Care Liaison

Business Tax Accountant

Senior Service Advisor

Senior Tax Expert – Retail

Tax Partner

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Outside B2B Sales Executive

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Director, Internal & Employee Communications

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Executive Assistant Partner

Client Success & Retention Advisor

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