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Financial Planning Associate

Employer
Emissary Wealth
Location
Hackensack, New Jersey
Salary
Starting at $45,000 per year plus bonus and benefits
Closing date
Sep 17, 2021

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
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The Financial Planning Associate position is an ideal role for a detail-oriented individual who is interested in pursuing a career with a growing financial planning firm and is willing to support and learn from an experienced advisor. Emissary Wealth values each team member's contribution, invests in career goals and provides a competitive benefits package.

Daily activities will include:

  • Support team members in the delivery of financial planning to clients.
  • Assist in the preparation and development of comprehensive financial plans.
  • Generate financial reports by using financial planning and tax software as well as customer-relationship management and financial reporting tools.
  • Collect, input, and analyze data from insurance policies, retirement plans, estate documents, tax returns, and other relevant documents.
  • Effectively communicate with team members regarding project statuses.
  • Bachelor's degree strongly preferred.
  • 0-3 years of experience in financial services preferred.
  • Registered Paraplanner, enrollment in CFP courses or equivalent designation is a strong plus, but not required.
  • Solid communication, relationship building, and analytical skills.
  • Demonstrate strong attention to detail.
  • Experience working within a team-based environment.
  • Effective and efficient time management.
  • Familiarity with software systems such as Right Capital, Wealthbox, PreciseFP, Holistiplan and Microsoft Office is a plus.
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