Senior Financial Planner / Relationship Manager

The Senior Financial Planner / Relationship Manager will serve as an important member of the Private Wealth team and will have meaningful responsibility for the financial planning and ongoing service of high-net-worth individuals and families.

The position will involve analyzing clients' financial circumstances, developing, and maintaining comprehensive financial plans, preparing client recommendations, participating in client meetings, and collaborating with internal and external professionals to address the client's broader financial needs.

Key Responsibilities

Client Relationship Management

· Develop and maintain strong, long-term relationships with high-net-worth individuals, families, executives, and business owners.

· Serve as a knowledgeable and responsive resource for clients on a broad range of financial planning matters.

· Develop a deep understanding of each client's financial circumstances, goals, values, risk tolerance, family dynamics, and long-term objectives.

· Anticipate client needs and proactively identify planning opportunities.

· Respond to client questions and requests in a timely, professional, and thoughtful manner.

· Build trust and credibility through consistent communication, follow-through, and attention to detail.

Comprehensive Financial Planning

· Develop, analyze, and maintain comprehensive financial plans for high-net-worth clients.

· Evaluate client financial situations and develop recommendations designed to help clients pursue their goals and objectives.

· Prepare financial planning analyses and recommendations covering various areas of financial planning.

· Translate complex financial planning concepts into clear, actionable recommendations.

· Coordinate implementation of agreed-upon recommendations with clients and appropriate internal and external professionals.

Investment & Portfolio Management Support

· Collaborate with the firm's investment team to ensure financial planning recommendations are appropriately integrated with clients' investment strategies.

· Review client portfolios in the context of their overall financial plan, objectives, liquidity requirements, risk tolerance, and time horizon.

· Assist with investment reviews and preparation of client meeting materials.

· Help identify opportunities for tax-efficient investing, asset allocation, liquidity management, and portfolio optimization.

· Monitor client accounts and assist in identifying issues requiring follow-up or action.

Client Meetings & Presentations

· Participate in client meetings and presentations

· Prepare meeting agendas, financial planning analyses, performance reports, recommendations, and presentation materials.

· Document meeting notes, recommendations, action items, and follow-up responsibilities.

· Ensure that client commitments are completed accurately and within established timelines.

Tax, Estate & Advanced Planning Coordination

· Work collaboratively with clients' CPAs, attorneys, insurance professionals, and other outside advisors.

· Help coordinate implementation of estate planning, charitable giving, insurance, and other advanced planning recommendations.

· Maintain awareness of changes in tax laws, estate planning rules, retirement legislation, and other developments that may affect clients.

· Clearly communicate relevant changes to clients and internal team members.

Business Development & Practice Growth

· Support the firm's Private Wealth business-development efforts.

· Participate in prospect meetings, discovery meetings, and presentations as requested.

· Build relationships that contribute to client retention and long-term growth of the Private Wealth practice.

· Participate in networking, educational, and professional-development activities that enhance the firm's visibility and reputation.

· Develop a strong understanding of the firm's services and value proposition.

· Build and maintain relationships with centers of influences.

Client Service & Practice Management

· Maintain accurate and complete client records and financial planning documentation within CRM.

· Ensure client deliverables are completed accurately and on schedule.

· Assist with account opening, transfers, distributions, beneficiary updates, and other client service matters as needed.

· Follow established firm policies, procedures, compliance requirements, and service standards.

· Assist with special projects and other responsibilities related to the successful operation and growth of the Private Wealth division.

Qualifications & Skills

· CFP® certification preferred but not required

· Bachelor's degree.

· Relevant experience in financial planning, wealth management, investment management, or a related financial-services environment.

· Strong understanding of comprehensive financial planning concepts.

· Strong analytical and problem-solving skills.

· Excellent written, verbal, and presentation skills.

· Exceptional attention to detail and accuracy.

· Strong interpersonal and relationship-management skills.

· Ability to manage multiple client relationships and competing priorities.

· High degree of professionalism, integrity, discretion, and business etiquette.

· Ability to work effectively with high-net-worth clients and senior-level professionals.

· Ability to travel as needed for client meetings

· This is an in-office position based in Red Bank, New Jersey.

Newport Capital Group is an Equal Opportunity Employer.