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President & Franchise Owner at Lionheart Wealth ManagementA financial advisory practice of Ameriprise Financial, LLC

Compensation: $150k base + performance bonus (total comp $200k+) + 401(k) match + health insurance

Lionheart Wealth Management, a top-performing Ameriprise Financial franchise, is seeking an experienced CERTIFIED FINANCIAL PLANNER to join our Flemington, NJ office.

This is a full-time, in-office role designed for an experienced planner who thrives in a highly professional environment where teamwork, integrity, and growth are core values. You’ll be part of a positive and collaborative culture, surrounded by high-achieving professionals who take pride in delivering elite financial planning to clients.

What We Offer:

• Incentive compensation (total cash comp potential of $200,000+)

• 401(k) with company match, health insurance, paid time off

• A proven client service model and CFA-led investment team

• A culture of growth, accountability, and support

What You’ll Do:

• Create and deliver comprehensive financial plans for individuals and families

• Collaborate closely with senior advisors and client service staff

• Participate in and run client meetings

• Utilize top-tier tech including MoneyGuidePro, NaviPlan, and Salesforce

What We’re Looking For:

• 5+ years of experience writing financial plans

• Detail-oriented, excellent communicator, service-first mindset

• Comfortable in a fast-paced, goal-driven, team-focused environment

• Experience with MoneyGuidePro, NaviPlan, Salesforce (preferred)

Apply now or message me directly for a confidential conversation. This is a rare opportunity to grow in a respected firm with an outstanding culture and a reputation for excellence.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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