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Financial Planning Associate

Employer
Emissary Wealth
Location
Hackensack, New Jersey
Salary
$55,000-75,000w/bonus, Medical, Dental and Vision fully paid for w/401k plan
Closing date
Dec 13, 2023

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred

Role Description

This is a full time on-site role for a Financial Planning Associate in Hackensack, NJ. The Financial Planning Associate will assist the senior planners with developing and implementing financial planning strategies for clients. Day-to-day responsibilities include analyzing financial data, preparing financial reports, conducting research, and communicating with clients.

 

Key Responsibilities:

 

  • Learn the investment strategy of the organization and implement investment recommendations
  • Support the advisor through ongoing development of client relationships and review meetings
  • Provide support in opening accounts, setting up investment portfolios, and handling rollover calls
  • Help to ensure we have the necessary documents on file to complete client plans
  • Perform ongoing financial planning analyses, including tax, cash flow, retirement, estate planning, and insurance
  • Support the Senior Advisor and Lead planners in the day-to-day operations of the firm
  • Enter client data into planning softwares
  • Attend client meetings, take notes, and follow up with clients

 

Qualifications

  • Financial Planning, Retirement Planning, and Estate Planning skills
  • Strong analytical Skills in particular around financial data
  • Excellent Communication Skills
  • Ability to create and deliver engaging presentations
  • Certified Financial Planner (CFP) certification is preferred
  • Experience in financial services industry is a plus
  • Bachelor's degree in Finance, Business Administration, or related field

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