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Assistant Financial Planner

Employer
Lighthouse Financial Advisors, Inc
Location
Red Bank, New Jersey
Salary
Salary Compensation Commensura
Closing date
Sep 24, 2022

View more

Job Role
Wealth Management
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary
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Job Details

Comprehensive Fee-only financial planning and tax services firm seeks an Assistant Financial Planner, to work on all phases of the financial planning process (tax planning, tax preparation, investments, insurance reviews, estate planning, cash flow management, goals & objectives, investment performance, etc). 

This job offers fabulous training opportunities if interested in becoming a Certified Financial Planner.

 

 

Skills & Job Requirements:

 

 

  • A strong work ethic, excellent communication skills and strong interpersonal skills are a must
  • Strong working knowledge of MS Word and Excel
  • Knowledge of Power Point, Quicken a plus
  • Tax software or Investment Software also a plus
  • Ability to analyze, collect and communicate complex information
  • Ability to multitask
  • Time management skills & ability to work independently
  • Self-starter who can demonstrate initiative
  • Must be able to work well under pressure with tight deadlines

 

Principle Responsibilities and Activities Include:

  • Interacting with office staff and clients
  • Use software tools to develop various financial planning models
  • Assist in the preparation of client presentations
  • Facilitate and follow up on the implementation of financial plan recommendations
  • Maintain communication with current clients through on-going mailings and phone calls
  • Assist with investment research projects
  • Routine office duties

Company

Fee-Only & Fiduciary from day one The Lighthouse Financial Advisors difference - When you make decision to work with us, you have a team of experts ready to service you. Not only will you receive investment & retirement planning strategies, you get access to a personal financial coach & tax management experts. Our team is here to assist our clients in goal setting, life transitions (employment, family and financial transitions) and ongoing cash management needs. Plus, each year, we prepare your taxes and current year projections. Tax planning strategies are discussed throughout the year, with a check point before year's end to ensure implementation. Investment management, financial planning, tax planning & CPA quality preparation and financial coaching - Clients should expect more from their Financial Advisors
Find Us
Telephone
7327476680
Location
3 Harding Road Suite B
Red Bank
NJ
07701
US
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