Top-tier advisory work deserves top-tier talent. A Hazlet, NJ based Financial Security Group is adding a Certified Financial Planner to their tight-knit, high-performing team to support complex financial and tax planning for an affluent client base. This role will take ownership of sophisticated planning strategies, quarterly tax reviews, financial modeling, and client-facing advisory conversations that directly impact long-term financial outcomes. You will partner closely with the firm’s leadership team and play a critical role in guiding clients through wealth strategies across investments, tax, insurance, benefits and retirement planning. They are looking for a curious, analytical, relationship-driven professional who thrives under responsibility, loves solving complex financial puzzles, and brings a balance of technical precision and genuine human connection.

Certified Financial Planner Responsibilities:

• Lead comprehensive financial planning for high-net-worth clients including wealth strategy, investment allocations and retirement modeling
• Conduct tax planning and quarterly tax updates, including projections, backdoor conversions and RIA contribution guidance
• Prepare client financial “report cards” and annual reviews outlining progress, outcomes and adjustments
• Advise on life, disability and long-term care insurance strategy
• Manage client communication with clarity, organization and confidence
• Collaborate with the internal team to review cases, validate assumptions and enhance planning outcomes
• Work within planning and portfolio systems including E-Money, Fidelity Wealthscape, Creative Solutions UltraTax, Tamarack, Wealthbox, Morningstar and YCharts

Certified Financial Planner Requirements:

• 3 – 5 years of experience as a Financial Planner or CFP in a client-facing environment
• Strong knowledge of tax planning concepts and how tax variables affect financial outcomes
• Familiarity with RIA contribution strategies, stock conversions, RSUs and stock options
• Bachelor’s degree required
• CFP strongly preferred
• CPA is a major plus
• Ability to translate complex financial concepts for clients with clarity and confidence
• Hungry to learn, collaborative by nature and energized by solving challenges with a team
• Local to NJ/NY or open to relocation for an exceptional candidate

Benefits:

• Competitive Salary
• Discretionary performance bonus and potential fee participation if properly licensed
• Hybrid schedule, minimum 3 days per week onsite once fully trained
• 401(k) safe harbor with automatic contribution
• Medical benefits + Group Life Insurance
• Generous PTO
• Flexible work hours depending on planning and tax cycles
• Growth path into expanded planning responsibility and client ownership within a stable, respected RIA

If you want a career that challenges your intellect, respects your craft and lets you do meaningful work for people who value excellence, this is the role. Apply today and step into the next level of your career. #LI-RP1