Financial Planning and Investment Associate

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

Registered Investment Advisor with New Jersey (Bergen County) and New York (Westchester County) offices : Position: Entry Level Financial Planning and Investment Associate The Associate will report to the Director of Financial Planning (Bergen County office) and provide support to other firm staff; They must have access to non-public transportation to both offices and meetings held at remote locations; Prior to commencing employment, the candidate must have completed all required academic coursework to sit for the CFP exam; time will be provided to prepare and study for the exam. It is mandatory that this exam be passed within the first 18 months of employment; Strong technology background: ability to create/utilize spreadsheets, financial planning, financial analysis, client data management software; Strong verbal and written communication skills are required; Compensation: Base plus discretionary performance based bonus. * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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