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Financial Planning Analyst

Lighthouse Financial Advisors, Inc
Red Bank, New Jersey
Please submit a resume with salary requirements.
Closing date
Jul 21, 2023

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

Job Details

Comprehensive Fee-only financial planning and tax services firm seeks Financial Planning Analyst, 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. 

No Sales involved 

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

Education:  College Graduate 0 to 2 years’ experience

Skills & Job Requirements:

A strong work ethic, excellent communication skills and strong people skills Strong working knowledge of MS Word and Excel Knowledge of Power Point 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


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

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