Financial Planner

The Company ShoreHaven Wealth Partners is an independent wealth management firm specializing in serving affluent, multigenerational families and high-net-worth individuals. We help clients navigate complex financial situations, including succession planning for family-owned businesses, wealth transfer strategies, retirement planning, divorce, liquidity events, and other pivotal life transitions.Through a highly personalized and planning-driven approach, we design and implement customized financial plans and discretionary investment strategies tailored to each family’s goals. Our team works collaboratively with clients and their trusted advisors, including attorneys and accountants, to deliver integrated, thoughtful solutions with transparency and care.Located in Red Bank, NJ, ShoreHaven combines multi-generational experience with modern technology, institutional investment insight, and a commitment to helping families protect, grow, and transition wealth. The OpportunityWe are seeking a motivated and client-focused Financial Planner to join our growing team. This is an excellent opportunity for someone passionate about comprehensive financial planning, who enjoys building meaningful client relationships, and who wants to grow within a modern independent wealth management firm.The ideal candidate is analytical, detail-oriented, and collaborative, with a strong desire to help clients make informed financial decisions through every stage of life. ResponsibilitiesDevelop and maintain comprehensive financial plans tailored to client goals and circumstances Assist clients with retirement planning, investment strategy, tax-efficient planning, estate considerations, education planning, and cash flow management Support clients through major life events such as business sales, inheritance, divorce, and retirement transitions Prepare financial planning analyses, projections, and client presentation materials Participate in client meetings and ongoing relationship management efforts Monitor client portfolios and collaborate on investment allocation and planning recommendations Coordinate with attorneys, accountants, and other outside professionals to deliver holistic solutions Utilize financial planning software and technology platforms to enhance the client experience Stay current on financial planning trends, investment strategies, tax developments, and regulatory changes QualificationsBachelor’s degree in Finance, Economics, Accounting, or related field CFP® certification or actively pursuing CFP® designation preferred Proficiency in Financial Planning, Personal Financial Planning, and Retirement Planning Strong understanding of investment management and wealth planning strategies Excellent analytical, organizational, and communication skills Ability to build and maintain trusted long-term client relationships High attention to detail with a proactive and client-first mindset Familiarity with financial planning software and CRM systems is a plus Experience in wealth management or financial services preferred Why Join ShoreHaven?Collaborative, entrepreneurial, and team-oriented culture Direct mentorship from experienced advisors and investment professionals Exposure to sophisticated planning strategies, private markets, and modern portfolio construction Opportunity for long-term growth within a multi-generational independent firm Competitive compensation, bonus potential, and benefits package Meaningful client relationships and the ability to make a real impact on families’ financial lives If you’re looking to grow your career at a modern, planning-focused wealth management firm that values relationships, integrity, and long-term thinking, we’d love to hear from you.