Wealth Planning Associate - Hybrid & Growth-Focused

Energy Jobline ZR; Hackensack (NJ); Hybrid; USD 65.000 - 80.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Paid time off

Paid holidays

Hybrid work schedule

Zusammenfassung

Energy Jobline ZR in Hackensack, NJ is seeking an Associate Financial Planner who will support two lead advisors and act as a bridge between clients, advisors, and external partners to ensure recommendations are implemented smoothly.

The role involves data gathering, plan development, scenario modeling, updating plans, client meetings, and maintaining thorough planning documentation, with a high-touch, professional client experience and opportunities for growth.

Qualifikationen

• Bachelor’s degree in finance, financial planning, or related field required.
• 2+ years wealth management experience required supporting financial advisors.
• Series 65 license or ability to obtain within 6-9 months.

Aufgaben

• Directly support lead advisors in preparation and execution of comprehensive financial plans.
• Gather, input, and analyze client data to develop tailored planning recommendations.
• Conduct scenario modeling, stress testing, and asset allocation analysis.
• Prepare client-facing materials and planning reports.
• Participate in client meetings and manage follow-up communications.
• Maintain accurate client records and planning documentation.
• Coordinate implementation and liaise with clients, advisors, and third parties.

Kenntnisse

Organizational skills

Time management

Communication

CRM

Microsoft Office

Ausbildung

Bachelor’s degree in finance

Series 65 licensing

Tools

eMoney

Holistiplan

Wealthbox

Schwab

Jobbeschreibung

Energy Jobline ZR in Hackensack, NJ is seeking an Associate Financial Planner who will support two lead advisors and act as a bridge between clients, advisors, and external partners to ensure recommendations are implemented smoothly.

The role involves data gathering, plan development, scenario modeling, updating plans, client meetings, and maintaining thorough planning documentation, with a high-touch, professional client experience and opportunities for growth.