Financial Planning Associate II

We are a Hackensack NJ boutique financial planning and wealth management firm built around the deep relationships we have with our nearly 200 clients. Our mission is to advance our clients interests through a diligent and proactive planning process and intentional client experience. We believe we are masters of our craft and are always looking to increase and diversify our knowledge. Our clients know us best because of the support we give them when something happens in their life; changing jobs buying a car or if something happens to their loved ones. Our team has been together for years and we function as one unit fully supporting each other and our clients cohesively. We believe our internal dynamic is the secret sauce because its seamless for addition to our collaborative environment we support professional development innovation and a shared sense of purpose.

Were looking for a motivated and detail-oriented Financial Planning Associate who enjoys being deeply involved in the financial planning process and playing a meaningful role in client relationships. This position will directly support our two lead advisors and serve as a key bridge between the advisors clients and outside professionals to ensure recommendations are implemented smoothly and nothing falls through the cracks. You will participate in client meetings assist with meeting preparation handle initial data entry and plan development update and refresh financial plans and reports and provide consistent accurate and timely research and analysis results. The ideal candidate is professional polished and comfortable working directly with clients and external partners while maintaining the organization and follow-through needed to support a high-touch planning experience.

Responsibilities & Activities

• Directly support lead advisors in the preparation development and execution of comprehensive financial plans
• Gather input and analyze client data to develop tailored planning recommendations
• Perform scenario modeling stress testing and asset allocation analysis to support plan strategies
• Conduct research related to retirement insurance estate planning and other planning topics
• Collaborate closely with advisors to ensure recommendations align with client goals and expectations
• Prepare organize and update client-facing presentation materials and planning reports
• Participate in client meetings and manage follow-up communication and action items
• Assist with the ongoing maintenance and updates of existing financial plans as client circumstances evolve
• Coordinate implementation details to ensure recommendations are carried out accurately and efficiently
• Act as liaison between clients advisors and third parties (including insurance partners attorneys and CPAs) to keep planning initiatives moving forward cohesively
• Maintain accurate client records and thorough planning documentation
• Manage workflows and deadlines to ensure timely and high-quality plan delivery
• Perform other duties as needed to support the planning team and overall client experience

Knowledge Skills & Abilities

• Bachelors degree required preferably in finance financial planning or a related field
• 2 years wealth management experience required; experience directly supporting one or more financial advisors in a planning capacity preferred
• Series 65 preferred or ability to obtain the license within 6-9 months of hire
• Excellent organizational and time management skills and strong documentation habits
• Excellent verbal written presentation listening and interpersonal communication skills
• Strong technology and CRM skills required as well as proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint)
• Industry specific software experience required; eMoney Holistiplan Wealthbox and Schwab preferred
• High level of professionalism and confidentiality with a strong attention to detail
• Highly organized and adaptable with the ability to multitask and shift between responsibilities throughout the day
• Ability to prioritize and solve problems while maintaining composure and focus

This is a full-time W-2 position. Base compensation ranges from $65000 to $80000 plus bonus potential depending on experience. Additional benefits include medical dental and vision insurance life and disability insurance paid time off paid holidays 401(k) with match career growth and a hybrid work schedule (Mondays & Fridays working remotely Tuesday-Thursday in the office).

Required Experience:

IC