A 29-year-old financial planning practice expanded in Ridgewood and Chatham offices seeking an individual who wants to assist a Certified Financial Planner. Must be able to talk with clients, understand finance, and multitask. Ideally, a candidate will have experience working on both large and small scale projects as the job entails both. A BA degree and office experience in financial services is a requirement.
Requirements: A Bachelor's Degree. Must be proficient in Microsoft Word, Excel, and Outlook on PC. Experience in financial services is a prerequisite.
Salary and Benefits compensation are negotiable and based on experience.
Benefit Conditions:
- Only full-time employees eligible
This Job Is:
- A job for which military experienced candidates are encouraged to apply
Work Remotely
Responsibilities
- Assist financial planners in creating financial plans for clients based on their goals and risk tolerance.
- Conduct research on investment opportunities and present findings to the team.
- Support in managing client portfolios and monitoring their performance.
- Collaborate with the sales team to provide financial product information to clients.
- Assist in preparing financial reports and documents for client meetings.
- Maintain client records accurately and ensure confidentiality of sensitive information.
_Portfolio management and trading
Job Type: Full-time
Pay: $60,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Education:
Experience:
- Finance: 2 years (Required)
License/Certification:
- Series 7 (Required)
- Life & Health Insurance License (Preferred)
Ability to Commute:
- Ridgewood, NJ 07450 (Required)
Work Location: In person
