Registered Investment Advisory firm (Maplewood, NJ) seeks talented professional to serve as Associate Financial Planner. Working closely with a team of Senior Financial Planners, the Associate Financial Planner will perform a wide range of duties including: retirement modeling, insurance analysis, educational modeling, reviews of estate plan documents, reviews of tax situation and other financial planning topics. Ideal candidate will also have knowledge of benefit programs including Social Security and Medicare. The Associate Financial Planner role is internally focused to support the practice and does not involve production or commission sales.
Ideal candidate will work within our defined system where client contact is made on a scheduled, proactive basis
Support Senior Financial Planners by preparing investment performance/allocation reports, investment policy statements and spreadsheets using a variety of software applications (ie: Black Diamond, Excel, Morningstar, etc.)
Coordinate client presentations ensuring research and data gathering is complete and timely