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