Wealth Planning Associate - Hybrid, Growth & Impact

TalentLink Solutions; Hackensack (NJ); Hybrid; USD 65.000 - 80.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Paid holidays

401(k) with match

Hybrid work schedule

Zusammenfassung

TalentLink Solutions, a boutique financial planning and wealth management firm in Hackensack, NJ, seeks an Associate Advisor who will support two lead advisors and serve as a bridge to clients and external partners. You will participate in meetings, assist with data entry, and help ensure planning recommendations are implemented smoothly and accurately.

The ideal candidate has 2+ years in wealth management, strong organizational skills, and the ability to handle multiple priorities while

Qualifikationen

• Bachelor's degree in finance, financial planning or related field.
• 2+ years wealth management experience supporting advisors.
• Series 65 preferred or ability to obtain within 6-9 months.
• Strong documentation and organization skills.
• Proficiency with CRM and Microsoft Office suite.

Aufgaben

• Directly support lead advisors in preparing and executing comprehensive financial plans.
• Gather, input, and analyze client data for tailored planning recommendations.
• Perform scenario modeling, stress testing, and asset allocation analysis.
• Conduct research on retirement, insurance, estate planning, and related topics.
• Prepare client-facing materials and planning reports; manage follow-up actions.
• Coordinate implementation details with clients, advisors, and third parties.

Kenntnisse

Wealth management experience

CRM proficiency

MS Office

Ausbildung

Bachelor's degree in finance or financial planning

Series 65 (or ability to obtain within 6-9 months)

Tools

eMoney

Holistiplan

Wealthbox

Schwab

Jobbeschreibung

TalentLink Solutions, a boutique financial planning and wealth management firm in Hackensack, NJ, seeks an Associate Advisor who will support two lead advisors and serve as a bridge to clients and external partners. You will participate in meetings, assist with data entry, and help ensure planning recommendations are implemented smoothly and accurately.

The ideal candidate has 2+ years in wealth management, strong organizational skills, and the ability to handle multiple priorities while