Investment & Planning Specialist

Passage Wealth Partners is a full-service financial advisory practice specializing in wealth management and accumulation, risk management, retirement planning, tax-efficient savings strategies, and estate planning. You will be part of a top-ranked team providing sophisticated planning and superior service to our clients.

OVERVIEW:

We are seeking an investment-fluent planning professional to join our growing advisory team. This role blends portfolio construction, market insight, and client-facing planning, supporting a planning-led wealth management approach.

The right candidate is equally comfortable analyzing portfolios and sitting at the table with clients, translating complex investment decisions into clear, actionable advice.

 

Key responsibilities include but not limited to:

PORTFOLIO MANAGEMENT & INVESTMENT STRATEGY:

• Contribute to and help drive portfolio construction, including asset allocation and portfolio design
• Analyze prospective and existing client portfolios and develop thoughtful, differentiated recommendations
• Research and evaluate investment strategies, funds, and managers across asset classes
• Monitor portfolio performance and risk, and recommend adjustments based on market conditions and client objectives
• Stay current on global markets and translate insights into practical portfolio positioning

FINANCIAL PLANNING & CLIENT ENGAGEMENT

• Contribute to the development of comprehensive financial plans, integrating investments with broader client goals
• Translate investment recommendations into clear, client-friendly planning narratives
• Actively participate in client meetings, with a clear path toward presenting analysis and recommendations
• Evaluate prospective client situations and articulate opportunities through a planning-led framework.

TEAM COLLABORATION & PROCESS CONTRIBUTION

• Partner closely with lead advisors to deliver a consistent, high-quality client experience
• Improve workflows, reporting, and internal processes to enhance efficiency and scalability
• Support a high-performing team environment through collaboration and shared accountability.

COMMUNICATIONS

• Communicate strategies clearly and confidently to the team.
• Maintain proactive communication with internal teams to facilitate efficient processes.
• Engage in client communication ensuring professionalism and clarity.
• Actively contribute to client meetings, with the expectation of presenting analysis and recommendations over time.
• Explain complex investment concepts in clear, practical terms grounded in client goals.

QUALIFICATIONS

• 2–5 years of experience in wealth management, investments, or financial planning
• Bachelor’s degree required
• Progress toward or completion of CFP® preferred; CFA or other investment-focused credentials a plus
• Series 7/66 and Life & Health licenses (or willingness to obtain)

DESIRED CHARACTERISTICS

• Strong investment intuition and curiosity about markets
• Ability to communicate complex ideas in simple, practical terms
• Interest in building long-term client relationships, not just managing portfolios
• Alignment with a planning-led, advice-driven philosophy

SALARY RANGE : $90,000 - $120,000 with bonus potential

BENEFITS INCLUDE

• 401(k) plan with employer match
• Medical insurance including health, dental, and vision coverage
• Group short-term and long-term disability insurance
• Generous PTO policy including paid holidays
• Family leave (maternity, paternity, & adoption)
• Support for personal education and development - including licensing, registration, and designations.

GROWTH OPPORTUNITY
This role is designed as a core seat on the advisory team, with a path to increased responsibility in client relationships over time. High performers will have the opportunity to grow into broader advisory roles and participate meaningfully in the firm’s long-term success.

WHAT YOU CAN EXPECT FROM US

• We invest in our people – providing opportunities for our team to grow themselves, their career and in turn, our business.
• We care – making a positive difference in our communities. Each year, our team donates time, talent, and financial support to causes we are passionate about. In particular, we’re involved with Bags of Fun, a signature project of the Gabby Krause Foundation which strives to bring joy, laughter, and relief to children whose health and happiness is both compromised and threatened due to illness.
• We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.