A 29-year-old financial planning practice expanded in Ridgewood is 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. Securities license is a requirement.

Requirements :

A Bachelor's Degree. Must be proficient in Microsoft Word, Excel, and Outlook on PC. Experience in an office setting is a prerequisite. Must have Series 7 and Series 63/65. 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.
• Hybrid Assistant/ Sales.

Assist CFP and also build up your own client base.

Job Type:

Full-time Pay:

$50,000.00

• $100,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program 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