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Financial Planning Analyst - Convent Station, United States - ECG Resources, Inc.
Description
Job DescriptionJob Description
Multi-Family Office seeks Financial Planning Analyst in Northern New Jersey:
Provide hands on analysis, working with spreadsheets, Excel, cash flow analysis, tax planning strategies, preparing for all planning meetings, etc.
Support the senior wealth advisor and President to best service the clients' needsAbility to communicate with clients and take on more responsibility
Strong Excel skills required; Excel based planning program used
Career path to become financial advisor
Technical and client service focused, not a sales focused environment
Firm fosters a highly collaborative team environment and great work culture
Excellent opportunities to advancement
Requires - 6 years' experience in tax, estate, or comprehensive planning background
$80K-$120K+ package
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