Associate Financial Planner

Ramsey, New Jersey
Jul 23, 2020
Aug 22, 2020
Employment Type
Full Time

Seeking a full-time Associate Financial Planner that possesses an entrepreneurial work ethic to join our team. Ideal candidate would be able to support team in managing existing client relationships as well as prospective clients.

Responsibilities include:

  • Support integrated financial team in managing existing client relationships
  • Assist integrated financial team in preparing and making presentations to prospective clients.
  • Participate in client meetings on a regular basis to discuss their portfolios, goals and objectives
  • Building and fostering long term relationship with the Firm’s clients
  • Analyze information, evaluate performance results, and be able to communicate this to clients

Position Requirements:

  • Bachelor’s degree and 2-5 years of experience working in financial services
  • Series 65 (preferred)
  • Strong writing skills
  • Strong interpersonal and public speaking skills
  • Proficiency with Microsoft Office 365 (Outlook, Excel, Word)
  • Familiarity with our current computer systems is a plus but not required (Schwab, Tamarac, Salentica CRM)
  • Ability to quickly adjust to new computer software
  • Ability to work independently and as part of a team
  • Ability to exercise a high degree of confidentiality
  • Be able to maintain professional composure and demonstrate commitment to high professional ethical standards