One of the largest independent, fee-only wealth management firms in the United States is seeking a Financial Planning Analyst in Northern New Jersey. They currently serve more than 1,000 clients and manage more than $4 billion of assets. Specializing in wealth management, they use a customized approach for high net worth individuals, corporate executives, small business owners, and multinational corporations.
They are seeking a dedicated team player who is eager to learn and contribute to the company. The position requires a bright, hard-working, goal-oriented, self-motivated, passionate, personable, and professional individual.
Seeking individuals with at least four years’ planning experience and graduates of a CFP Board registered financial planning program, that want to learn the business from the ground up, do not want to market and cold call for clients but want to be involved with making a direct impact on clients’ lives, and work their way up the advisory career ladder.
The ideal candidate has the desire to be in a large wealth management RIA environment, have a true passion for financial planning as their career calling, and are committed to a fulfilling work/life balance.
Bachelor’s degree in financial planning, business, finance, economics, etc.
CFP® certification or attainment within 2 years after joining firm
Strong financial and analytical skills
Strong verbal and written communication skills
Organized, with a strong attention to detail
Superior knowledge of Microsoft Excel, Word and PowerPoint
Basic understanding of investment and financial planning strategies for high net worth clients
Ability to identify, meet and follow through with client needs and requirements
Proven client relationship management skills.
Ability to interact with all levels of management.