Financial Planning Analyst - Convent Station, United States - ECG Resources, Inc.

    ECG Resources, Inc.
    ECG Resources, Inc. Convent Station, United States

    3 weeks ago

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    Description
    Job Description

    Job 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' needs
    Ability 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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