James Kinney 1200 US Hwy 22, Suite 2000 Bridgewater, NJ 08807 Phone: 9086426578
Opportunity for a junior planner, wirehouse escapee, or independent hourly / fixed / subscription planner to join our established (yet still small and growing) practice.
You would be responsible for building or porting your own book of business, so position requires marketing / communications skill and an entrepreneurial spirit! We can provide financial, technical, and marketing support and resources for the right individual. Our firm is unique in that we provide both asset management as well as structure for hourly / project based financial planning services. The right individual may find this to be an ideal opportunity to build equity in an existing practice and ultimately take over from current owners. This is a new opportunity, so we are open to various structures and arrangements depending on the individual.