Financial Planning and Investment Associate

Employment Type

: Full-Time


: Miscellaneous

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.

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