Financial Planning Analyst

3 weeks ago


Convent Station, United States ECG Resources, Inc. Full time

Job Description

Job 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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