We are hiring 2 full time financial planning professionals
Maltin Wealth Management is an independent, fee-only Registered Investment Advisor providing customized wealth management and family office services to a high net worth clientele.
The depth and quality of MWMs’ work have been consistent engines for the firm’s clients as well as the firm’s growth. MWM is now seeking to add a new Wealth Advisor to continue to foster the firm’s growth, while providing personal and professional growth to the advisor as well.
This is an unusual opportunity to work with an amazing clientele, in a very hands on organization along side the firm’s founder and client relationship manager. This role will incorporate building financial plans, implementing the recommendations from the planning, preparing for client meetings, and assisting with the firms bookkeeping. There will be ongoing client contact and as such requires exceptional planning and communication skills.
The firm is located in Wyckoff, NJ.
Responsibilities include, but are not limited to:
Developing an in depth understanding of the client’s goals.
Analyzing complex financial pictures.
Ability to work both independently and as a team player.
Advising on all aspects of financial planning including tax, trust & estate, insurance, liability, cash flow and investments.
Effectively communicating the firm’s investment process and philosophy.
Education and Experience:
Required to have a background in financial planning.
A CFP® or someone in a financial planning education program is preferable.
Experience with eMoney or Fidelity platform a plus.
Additional Salary Information: The compensation package ranges based on experience and includes:
Salary, deferred compensation, and retirement fund contributions. Healthcare, dental, vision are offered. Compensation has the potential to grow with the firm. PTO has flexibility.
About Maltin Wealth Management
Maltin Wealth Management, Inc. is a registered investment advisor (RIA). It is a “fee only” firm and we serve as fiduciaries for our clients. We are a high touch financial planning and investment management firm working with about 120 families.