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