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Service Advisor/Paraplanner (CFP) - accounting / finance - job...

JobPosting
City: North jersey
Date: 30 Jun 2020
Category: Accounting & Finance

Established Bergen county Fee-only Wealth Management and CPA firm seeks highly motivated CFP or candidate with 1-3 years’ experience to support growing firm. Great opportunity to work with our wealth advisory team servicing client’s financial needs.
CPA or candidate with financial planning interest will be considered.


Job Requirements:
Series 65 examination required to be obtained, shortly after starting.
Superior interpersonal, written and verbal skills
Knowledge of financial planning
Experience in personal income taxation a plus
Some Saturdays, evenings required

Job Description:
Participate in client meetings in collaboration with wealth advisor team
Service existing clients, discuss portfolios, markets and client needs
Establish working relationships with clients during data gathering and planning process
Business development
Formulating and implementing strategies for clients
Financial plan preparation
Prepare client communications, agendas, recaps, and recommendations
Trade, monitor and rebalance portfolios

This is a growth-oriented position providing an opportunity for advancement for the ideal candidate.
Health benefits, 401k

Please provide a resume and cover letter with salary requirement for consideration.
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