Financial Planner

Financial Planner

OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site)

At OnePoint BFG Wealth Partners , we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Financial Planner .

Position Overview:

As an integral part of OnePoint BFG, the Financial Planner works closely with the Wealth Advisor in providing support with all client meetings. The Planner is involved in managing the financial planning, attending client meetings, taking notes, tracking and monitoring cases and more.

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