Financial Advisor (RIA)

Job Description

What if you could spend your time doing the work you actually became an advisor to do - building retirement plans, sitting across the table from prospects/clients, solving complex problems, and helping people feel confident about the next chapter of their lives?

At Palante Wealth Advisors, that’s the opportunity. We’re looking for a Financial Advisor to join our growing team. We’re an independent, fiduciary retirement planning firm in Pennington, NJ, focused on helping families lead a great life in retirement .

Our planning philosophy is different from traditional wealth management: we start with the client’s life, build income confidence first, and integrate investments, taxes, insurance, and estate planning into one coordinated plan.

You will not be expected to build a book of business through cold calling or traditional prospecting. Instead, you’ll take a leadership role in planning and client service , while also participating in sales meetings and helping prospective clients understand how the Palante Way can help them lead a great life into retirement.

The Role

You’ll become a key part of the client relationship - helping turn complex financial information into a clear, understandable plan. You will:

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• Lead the planning process for prospective and existing clients, with support from the lead advisor and Palante team (Income Lab; Holistiplan, etc)
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• Prepare and present comprehensive retirement plans centered around income confidence, tax strategy, investments, risk management, and legacy
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• Help clients understand why a recommendation works, what it protects, and what happens if life changes with meeting presentations and recaps
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• Translate complex financial concepts into clear, practical conversations without jargon
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• Prepare for prospect/client meetings and ensure recommendations and follow-up items are thoroughly completed
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• Build strong, long-term relationships with prospects/clients through consistent service and communication
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• Collaborate with lead advisor/Founder, team members, and our affiliated legal team
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• Identify planning opportunities across income, investments, taxes, insurance, and estate planning
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• Help clients move from “Are we okay?” to “We have a plan.”
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What Makes This Role Different

There is NO cold calling. You won't be measured primarily by how many people you can convince to buy something. At Palante, advisors are guides - not product pushers or market predictors. Our job is to help clients gain clarity and feel secure enough to live well. You'll have the opportunity to develop as a true Financial Advisor while learning alongside the lead advisor/Founder. That means you'll be close to the client relationship while having the support, structure, and team environment to continue developing your skills.

The Palante Way

We believe:

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• Retirement is a transition, not an event.
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• Income confidence comes before investment returns.
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• Every dollar has a job.
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• Clarity replaces guesswork.
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• A great life in retirement is the real outcome.
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• The plan needs to work even when life doesn't go according to plan.
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Our advisors don't rush clients. They don't pressure them. They don't “overcome objections.”

They listen. They ask good questions. They explain the why . They slow down when something isn't clear. And they follow through.

You May Be a Great Fit If You...

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• Have 3+ years of financial services experience , preferably within an RIA or comprehensive planning environment
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• Enjoy retirement planning and working directly with prospects and clients
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• Have strong analytical and financial planning skills
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• Can take complicated information and explain it simply
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• Are highly organized and have exceptional follow-through
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• Take ownership rather than waiting to be told what to do
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• Are comfortable participating in client and prospect meetings
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• Can balance technical expertise with genuine empathy and curiosity
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• Want to grow into a meaningful, long-term role within a growing firm
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• Series 65 and Life & Health Insurance licenses are strongly preferred (or equivalent).
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What We Offer

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• Salary-based compensation
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• Medical, dental, and 401(k) benefits
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• A supportive, collaborative, in-person work environment in Pennington, NJ
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• Ongoing professional development and advisor training
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• The opportunity to develop deep expertise in holistic retirement planning
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How to Apply

Please don't just click “Easy Apply.” Take the extra step and email View email address on ziprecruiter.com with the subject line: Financial Advisor Application

Include your resume and a brief cover letter explaining why Palante and why this role .