Financial Planning Analyst

1 week ago


Morristown, United States ECG Resources Full time
Job DescriptionJob Description

Multi-Family Office seeks Financial Planning Analyst in Northern New Jersey:

  • Provide hands on analysis, working with spreadsheets, Excel, cash flow analysis, tax planning strategies, preparing for all planning meetings, etc.
  • Support the senior wealth advisor and President to best service the clients' needs
  • Ability to communicate with clients and take on more responsibility
  • Strong Excel skills required; Excel based planning program used
  • Career path to become financial advisor
  • Technical and client service focused, not a sales focused environment
  • Firm fosters a highly collaborative team environment and great work culture
  • Excellent opportunities to advancement
  • Requires 2 - 6 years' experience in tax, estate, or comprehensive planning background
  • $80K-$120K+ package



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