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Financial Planning Analyst - Trenton, United States - ECG Resources, Inc.
Description
Multi-Family Office seeks Financial Planning Analyst inNorthern 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 responsibilityStrong Excel skills required; Excel based planning program usedCareer path to become financial advisorTechnical and client service focused,not a sales focused environmentFirm fosters a highly collaborative team environment and great work cultureExcellent opportunities to advancementRequires - 6 years' experience in tax, estate, or comprehensive planning background$80K-$120K+ package#J-18808-Ljbffr