đź“Ť Location: Flemington, NJ (In-Office, 5 Days/Week) - Relocation Package also available
💼 Role: Senior CFP® – High-End Financial Planning
đź’° Compensation: $150k base + performance bonus (total comp $200k+) + 401(k) match + health insurance
Lionheart Wealth Management, a top-performing Ameriprise Financial franchise, is seeking an experienced CERTIFIED FINANCIAL PLANNER™ to join our Flemington, NJ office.
This is a full-time, in-office role designed for an experienced planner who thrives in a highly professional environment where teamwork, integrity, and growth are core values. You’ll be part of a positive and collaborative culture, surrounded by high-achieving professionals who take pride in delivering elite financial planning to clients.
What We Offer:
• $150,000 base salary
• Incentive compensation (total cash comp potential of $200,000+)
• 401(k) with company match, health insurance, paid time off
• A proven client service model and CFA-led investment team
• A culture of growth, accountability, and support
What You’ll Do:
• Create and deliver comprehensive financial plans for individuals and families
• Collaborate closely with senior advisors and client service staff
• Participate in and run client meetings
• Utilize top-tier tech including MoneyGuidePro, NaviPlan, and Salesforce
What We’re Looking For:
• CFP® designation required
• 5+ years of experience writing financial plans
• Detail-oriented, excellent communicator, service-first mindset
• Comfortable in a fast-paced, goal-driven, team-focused environment
• Experience with MoneyGuidePro, NaviPlan, Salesforce (preferred)
đź“© Apply now or message me directly for a confidential conversation. This is a rare opportunity to grow in a respected firm with an outstanding culture and a reputation for excellence.