Financial Planning Assistant (BA Degree & Finance Experience Required) EBNY Financial LLC Ridgewood, NJ Job Details Full-time $60,000

• $120,000 a year 5 hours ago Benefits Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Flexible schedule Life insurance Retirement plan Qualifications Financial sales Microsoft Excel Microsoft Outlook Trading Finance Series 7 Bachelor's degree Life & Health Insurance License Bachelor of Arts Office experience Full Job Description A 29-year-old financial planning practice expanded in Ridgewood and Chatham offices seeking an individual who wants to assist a Certified Financial Planner.

Must be able to talk with clients, understand finance, and multitask. Ideally, a candidate will have experience working on both large and small scale projects as the job entails both. A BA degree and office experience in financial services is a requirement.

Requirements :

A Bachelor's Degree. Must be proficient in Microsoft Word, Excel, and Outlook on PC. Experience in financial services is a prerequisite. Salary and Benefits compensation are negotiable and based on experience.

Benefit Conditions:

Only full-time employees eligible

This Job Is:

A job for which military experienced candidates are encouraged to apply Work Remotely No Responsibilities

• Assist financial planners in creating financial plans for clients based on their goals and risk tolerance.
• Conduct research on investment opportunities and present findings to the team.
• Support in managing client portfolios and monitoring their performance.
• Collaborate with the sales team to provide financial product information to clients.
• Assist in preparing financial reports and documents for client meetings.
• Maintain client records accurately and ensure confidentiality of sensitive information.

_Portfolio management and trading

Job Type:

Full-time Pay:

$60,000.00

• $120,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Retirement plan Tuition reimbursement Vision insurance

Education:

Bachelor's (Required)

Experience:

Finance:

2 years (Required)

License/Certification:

Series 7 (Required) Life & Health Insurance License (Preferred) Ability to

Commute:

Ridgewood, NJ 07450 (Required)

Work Location:

In person