Finance Jobs in Red Bank, NJ

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30d ago

Lead Planner - Certified Financial Planner

Zynergy Retirement Planning Red Bank, NJ

Red Bank, NJ

30d ago Closed

$130k - $160k/yr Full time Senior Advisor Client Relations

This position is no longer accepting applications (closed Aug 27, 2026).

Job Description

The Lead Planner role at Zynergy Retirement Planning seeks a Certified Financial Planner to lead client engagements, develop holistic financial plans, and coordinate investment, tax, and legacy planning activities. This position works within a collaborative team to support Senior and Associate Planners while delivering tailored guidance to members.

Responsibilities

Schedule and conduct regular member meetings, including annual or semiannual reviews to assess changes in member situations.
Explain complex financial concepts in clear terms to support informed member decisions.
Respond promptly to member inquiries with accurate and helpful information.
Develop customized financial plans that align with members' short-term and long-term goals.
Provide investment advice based on members' objectives and risk tolerance.
Monitor and adjust investment portfolios to stay aligned with goals and market conditions.
Advise on comprehensive financial planning across cash flow, budgeting, retirement, investments, estate planning, tax planning, education planning, and risk management.
Collaborate with tax advisors, estate planners, and other professionals to deliver integrated guidance.
Support Senior Planners by handling behind-the-scenes planning work and attending meetings with transitioning members.
Assist in training junior planners to expand team capabilities.

Requirements

CFP Certification (Required)
Bachelor’s degree (Required) in accounting, finance, business administration or a related field; additional professional certifications are a plus.
10+ years of experience in financial planning or advisory roles with direct client engagement.
In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.
Strong analytical ability to assess risk and develop effective financial strategies.
Excellent verbal and written communication skills to explain complex concepts clearly.
Proven relationship-building skills to establish trust and understand client needs and goals.
Ability to identify financial issues and craft creative solutions tailored to individual situations.
Familiarity with financial planning software and technology tools; experience with Salesforce, eMoney, and Orion/Eclipse is useful but not required.
Enhanced expertise in retirement planning, tax strategy, or estate planning.

Technologies

Salesforce
eMoney
Orion/Eclipse

Benefits

Salary range: 130,000–160,000 USD per year
401(k)
401(k) match
Employee discount on services
Dental insurance
Health insurance
Vision insurance
Life insurance
Paid time off
Professional development assistance
Monday and Friday work from home with the exception of meeting seasons
Off Fridays Memorial Day through Labor Day and November through December

Education

Bachelor's degree (Required)

Experience

Financial Planning: 10 years (Required)

License/Certification

CFP (Required)

Work Location

On-site role in Red Bank, New Jersey

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