Financial Planning Associate

The Sanczyk Group · Florham Park, New Jersey

FULL TIME$90,000 – $90,000 / yr

Job Description

Key ResponsibilitiesFinancial Planning & Analysis

Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles.

Develop customized recommendations aligned with client objectives, time horizons, and preferences.

Identify gaps and opportunities within financial plans, including insurance and investment needs.

Prepare comprehensive financial plans consistent with advisor best practices and planning philosophy.

Create investment proposals, asset allocation recommendations, and Investment Policy Statements (IPS).

Prepare Morningstar reports and other portfolio analysis materials.

Advisor & Client Support

Prepare materials for client and prospect meetings, including

Financial plans

Investment summaries

Consolidated performance reports

In-force insurance illustrations

Client review presentations

Gather research, annual reports, marketing materials, and supporting documentation for advisor meetings.

Assist advisors in responding to client questions and servicing requests.

Consult with advisors on the presentation of planning recommendations and investment strategies.

Provide guidance and support to advisors and staff regarding planning-related service requests.

Insurance & Investment Case Preparation

Prepare insurance illustrations and insurance proposals.

Develop investment recommendations and supporting documentation.

Ensure all client deliverables are accurate, complete, and compliant with firm standards.

QualificationsRequired

New Jersey Life & Health Insurance License

FINRA Series 6 License

FINRA Series 63 License

3+ years of financial planning or wealth management experience

Proficiency with Microsoft Office (Outlook, Word, Excel)

Strong analytical, organizational, and communication skills

Commitment to continuing professional development

Preferred

Prior experience supporting Financial Advisors or Wealth Management Advisors

FINRA Series 7 License

Experience with Morningstar, NetX360, CRM systems, or financial planning software

Compensation

Competitive salary based on experience, $90,000 - $135,000

3-6+ years of relevant experience considered

Benefits

401(k) retirement plan

Health insurance

Dental insurance

Vision insurance

Disability coverage

Paid time off (PTO)

Company	The Sanczyk Group
Location	Florham Park, New Jersey
Type	FULL TIME
Niche	Full-time
Salary	$90,000 – $90,000 / yr

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