Senior Financial Planner & Advisor — BPP Wealth Solutions, LLC

Senior Financial Planner & Advisor — BPP Wealth Solutions, LLC Basking Ridge, NJ | Hybrid (2–3 days/week in office) At BPP Wealth Solutions, our mission is to Build, Protect and Preserve Wealth for Generations™. We’re seeking an experienced, detail-oriented Senior Financial Planner to join our growing team and play a central role in delivering comprehensive financial planning to our clients. This role blends technical expertise, client relationship management, and leadership. You’ll manage day-to-day client communication, lead annual review preparation and presentation, mentor junior team members, and help grow the business through COI relationships, networking, and referrals from existing clients. What You’ll Do Client Planning & Communication Conduct in-depth consultations to understand clients’ goals, timelines, risk tolerance, and investment preferences Build personalized financial plans addressing income sources, debt, retirement timing, inheritance, business succession, withdrawal strategy, and tax implications Investment Management Advise on investment strategy, asset allocation, and portfolio management Monitor markets and economic trends to inform recommendations Risk Management Evaluate insurance needs and recommend solutions (life, disability, long-term care) Tax Planning Partner with clients and tax professionals to optimize strategy Stay current on tax law changes Estate Planning Guide clients on wills, trusts, gifting, and succession planning Translate complex strategies into clear, actionable guidance Leadership & Growth Mentor and develop team members Expand COI relationships and generate new business through networking and referrals If you’re a seasoned advisor ready to make a real impact on clients’ financial futures, we’d love to hear from you. Competitive Salary, bonus and benefits. Qualifications CFP designation required; CPA a plus eMoney experience required Bachelor’s degree in Finance, Business, or related field preferred 5+ years as a financial planner with a comprehensive planning focus Strong grasp of investment products, markets, and tax regulations Excellent analytical, communication, and relationship-building skills High integrity and professionalism #J-18808-Ljbffr BPP Wealth Solutions