Financial Planning Associate - Bridgewater - ref. x2267119

We are in the market for a Financial Planning Associate to join our team in Bridgewater, New Jersey. This role offers an exciting opportunity with a Wealth Management firm, supporting HNW client families with strategy formulation, analytics, financial plan preparation and presentations, and related wealth management activities.

Responsibilities:

• Administer financial planning strategies, data analysis and plan preparation for HNW clients and their families.
• Work directly with clients for data gathering, presenting solutions, and service support.
• Utilize eMoney to create financial plans, host account aggregation, and support document vault services.
• Model cash flow projections, budgeting, debt pay-off strategies, and what-if scenario evaluations.
• Support Brokerage and Investment Advisory strategies through portfolio analysis, trades, due diligence, and proposals.
• Create Insurance strategies and provide analysis, proposals, marketing, and service support.
• Engage in Income Tax planning and support internal tax team in Income Tax Return preparation.
• Coordinate with NFG’s strategic partners to identify strategies, products, and services that benefit the clients.
• Analyze executive compensation plans and model competing alternative offers.
• Explore and deploy Estate, Legacy, and Charity planning strategies, guidance and support tools.
• Remain current on new developments, trends, practices and regulations in the financial planning, investment, insurance, tax and estate planning areas.

Minimum 3 years of financial planning or investment focused work experience. Candidates should be Series 7 securities licensed, or to be willing/able to study and gain the Series 7 or other financial credentials promptly. CFP designation is a plus.

• Extreme commitment to confidentiality, ethics and integrity.
• Bachelors or Master’s Degree in Financial Planning or Finance/Investment Services.
• Knowledge of financial planning strategies, products, and services for HNW clientele.
• Experience with eMoney or other financial planning software a plus.
• Income Tax planning and preparation experience a plus.
• Strong analytical mindset.
• Highly attentive to details and accuracy, timeliness, a positive attitude, support of management, client service, and a willingness to embrace the firm's values and mission.
• Strong PC and Microsoft Suite skills, internet applications and research, and comfort with new technologies.
• Excellent oral, written and interpersonal communication skills.