Estate Planning Consultant jobs in Atlantic City, NJ

Join McLean Advisory Group: Retirement Planning Consultant

At McLean Advisory Group, a beacon in retirement planning and wealth management, we're on a mission to transform lives through meticulous financial planning. Nestled in the heart of Waretown, NJ, our independent RIA firm is witnessing unparalleled growth, thanks to our dynamic marketing prowess and an insatiable demand for our services.

As a Retirement Planning Consultant, your role is pivotal, focusing on nurturing our existing client relationships through annual reviews, supporting lead advisors, and ensuring every client interaction is a testament to our commitment to excellence.

Compensation: $55,000 - $70,000

Primary Responsibilities:

• Conduct detailed annual reviews, ensuring our clients' financial strategies are aligned with their needs.
• Serve as a support pillar for our lead advisors, contributing to our collective goal of client satisfaction.
• Address client inquiries with expertise, upholding our standard of white-glove service.

Qualifications and Skills:

• Active Life and Health Insurance License, paired with an Active Series 65 or 66 License.
• Comfortable navigating financial landscapes as you are in client conversations.
• Previous experience in financial planning and client engagement is a PLUS.
• Experience with FIA's

Why McLean Advisory Group?

Imagine being part of a firm where your work directly contributes to shaping the financial futures of our clients. Our extensive marketing reach, from TV to digital, ensures you're backed by a robust infrastructure, freeing you to focus on what you do best: making a difference in our clients' lives. We're more than just a firm; we're a community committed to financial empowerment for those approaching or in retirement.

Please note: This position is not open to remote applicants. McLean Advisory Group is an equal opportunity employer, committed to fostering an inclusive and diverse workplace.

Seize the moment. Apply now and craft not just a career, but a legacy with McLean Advisory Group.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Waretown, NJ: Relocate before starting work (Required)

Work Location: In person