Financial Planner

Gateway Advisory, LLC
Westfield and Toms River New Jersey
Salary commensurate with experience
Closing date
Dec 13, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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POSITION SUMMARY: Gateway Advisory is seeking a Financial Planner to support our financial advisors with their financial planning needs.

Gateway Advisory is a growing wealth management firm, locally owned with offices based in Toms River and Westfield, New Jersey.

We are a fee-only, fiduciary and Registered Investment Advisor firm providing Investment and Financial Advisory services to high-net worth families.

The primary responsibility of the Financial Planner is to provide assistance to the firms' Wealth/Relationship Managers.


Job Description: Responsibilities include, but are not limited to, the following:

− Work with Senior Advisors to analyze, research, and implement financial solutions with clients

− Meet with clients along with Senior Advisors to present analyses and recommendations

− Prepare meeting agendas, recaps and draft recommendations

− Creating and maintaining client files, spreadsheets, and correspondence

− Creating/updating/maintaining client balance sheet and cash flow statements

− Coordinating communication between clients’ professionals i.e., accountants and attorneys

− Following-up on client service issues as needed

− Fielding in-bound calls if needed

− Performing various miscellaneous tasks as assigned


Job Requirements: The Ideal Candidate will possess the following: Knowledge, Skills and Abilities:

− Proficient in financial planning software i.e., MoneyGuidePro

− Ability to quickly build relationships; understand and analyze client needs

− Strong attention to detail to ensure accuracy and completeness of work

− Ability to work cooperatively in a team environment as well as independently

− Be viewed as a team player by associates and possess a positive upbeat attitude

− Possess excellent people skills

− Strong inter-personal, verbal and written communication skills

− Ability to identify, research and resolve problems in a timely manner

− Strong computer skills including proficiency in Excel, Word and PowerPoint − Strong organizational and time management skills

− Ability to prioritize, manage and complete requests from multiple sources

− Takes initiative to research and resolve issues

− Proficient with documenting progress and tasks in CRM (Salesforce) so that team members can track status of cases


Education and Experience:

− Preferred 2-3 years’ or more of professional work experience

− Bachelor's Degree from a four-year college or University

− Has obtained or in the process of attaining the Certified Financial Planner™ (CFP®) designation

− Candidate should be a motivated independent thinker with ethical standards that is interested in working in a fast paced, entrepreneurial setting


− We offer a competitive salary, advancement potential and training opportunities

− Benefits include Health, Dental and Life insurance as well as a 401(k) plan with employer match

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