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    Financial Planning Analyst - Morristown, United States - ECG Resources

    ECG Resources
    ECG Resources Morristown, United States

    5 days 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 2 - 6 years' experience in tax, estate, or comprehensive planning background
    • $80K-$120K+ package


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