Financial Planning Associate at The Sanczyk Group Financial Planning Associate at The Sanczyk Group in Chatham, New Jersey Posted in 10 days ago.

Type:

full-time Key ResponsibilitiesFinancial Planning & Analysis Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles. Develop customized recommendations aligned with client objectives, time horizons, and preferences. Identify gaps and opportunities within financial plans, including insurance and investment needs. Prepare comprehensive financial plans consistent with advisor best practices and planning philosophy. Create investment proposals, asset allocation recommendations, and Investment Policy Statements (IPS). Prepare Morningstar reports and other portfolio analysis materials. Advisor & Client Support Prepare materials for client and prospect meetings, including: Financial plans Investment summaries Consolidated performance reports In-force insurance illustrations Client review presentations Gather research, annual reports, marketing materials, and supporting documentation for advisor meetings. Assist advisors in responding to client questions and servicing requests. Consult with advisors on the presentation of planning recommendations and investment strategies. Provide guidance and support to advisors and staff regarding planning-related service requests. Insurance & Investment Case Preparation Prepare insurance illustrations and insurance proposals. Develop investment recommendations and supporting documentation. Ensure all client deliverables are accurate, complete, and compliant with firm standards. QualificationsRequired New Jersey Life & Health Insurance License FINRA Series 6 License FINRA Series 63 License 3+ years of financial planning or wealth management experience Proficiency with Microsoft Office (Outlook, Word, Excel) Strong analytical, organizational, and communication skills Commitment to continuing professional development Preferred Prior experience supporting Financial Advisors or Wealth Management Advisors FINRA Series 7 License Experience with Morningstar, Net

X360, CRM

systems, or financial planning software Compensation Competitive salary based on experience, $100,000 - $150,000 3-6+ years of relevant experience considered Benefits 401(k) retirement plan Health insurance Dental insurance Vision insurance Disability coverage Paid time off (PTO)