Financial Advisor

Senior Financial Advisor/ Senior 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 seasoned, high-caliber professional to join Andy Schwartz our team as a Sr. Financial Advisor / Sr. advisoradvisorPlanner.

Position Overview:

At OnePoint BFG Wealth Partners, the Sr. Financial Advisor/Sr. Planner partners directly with CEO & Managing Partner Andy Schwartz, CFP®, and his core team . In this high-impact role, you will drive the strategic delivery of comprehensive wealth management solutions for the firm’s premier high-net-worth client base. This position moves beyond traditional support; you will serve as a co-advisor, managing elite client relationships, orchestrating sophisticated financial planning strategies, and collaborating side-by-side with firm leadership.

Key Responsibilities:

• Executive Advisory Partnership : Collaborate directly with CEO Andy Schwartz to co-advise, retain, and deepen relationships with the firm's most complex high-net-worth and ultra-high-net-worth clients.
• Lead Client Relationships : Serve as a primary advisor and strategic point of contact for premier clients, actively leading client and prospective client meetings.
• Advanced Plan Design : Construct, present, and implement complex financial, estate, tax, and retirement strategies using advanced financial planning software.
• Cross-Disciplinary Coordination : Spearhead strategy sessions with internal and external CPAs, estate attorneys, and insurance professionals to ensure seamless, comprehensive client solutions.
• Team Workflow Mastery : Serve as a technical planning anchor for the team, optimizing case preparation, ensuring data integrity, and streamlining the advanced planning workflow.
• Portfolio Strategy : Translate complex client investment objectives into actionable, long-term asset allocation and wealth-preservation strategies.
• Compliance & Risk Management : Ensure all planning deliverables and client communications strictly adhere to regulatory frameworks and internal risk management practices.

Qualifications:

• Experience : Minimum of 10+ years of comprehensive financial planning and wealth management experience, preferably within an RIA or independent wealth management environment.
• Education : Bachelor’s Degree required (preferably in Finance, Economics, or Business).
• Designations : Certified Financial Planner (CFP®) designation is strictly required.
• Technical Expertise : Deep, mastery-level knowledge of advanced financial planning topics, tax mitigation, estate structuring, and corporate benefits.
• Software Proficiency : Expert-level command of industry-standard financial planning platforms (e.g., eMoney, RightCapital, or MoneyGuidePro) and CRM systems.
• Soft Skills : Elite presentation and interpersonal skills with a proven track record of building deep trust with high-income individuals and multi-generational families.

Licenses/Certifications

• Required : Active CFP® certification.
• Required : Series 65 or Series 66 (or Series 7 combined with appropriate state registration).
• Preferred : Active Life & Health Insurance license (or willingness to obtain within the first 90 days).

Why Join Us:

Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture.

Here is why you should build your career with us:

• Strategic Impact: Play a pivotal role in shaping the service model and trajectory of a rapidly scaling, leading firm alongside a recognized industry leader.
• Award-Winning Culture: Work in an elite, collaborative environment that values professional autonomy, team cohesion, and mutual success.
• Executive Compensation: We offer a top-tier base salary, performance-driven incentives, and a comprehensive benefits package designed for industry leaders.