Job Information
Robert Half Financial Planning Associate in Bridgewater, New Jersey
Description
We are in the market for a Financial Planning Associate to join our team in Bridgewater, New Jersey. This role offers an exciting opportunity with a Wealth Management firm, supporting HNW client families with strategy formulation, analytics, financial plan preparation and presentations, and related wealth management activities.
Responsibilities:
Administer financial planning strategies, data analysis and plan preparation for HNW clients and their families.
Work directly with clients for data gathering, presenting solutions, and service support.
Utilize eMoney to create financial plans, host account aggregation, and support document vault services.
Model cash flow projections, budgeting, debt pay-off strategies, and what-if scenario evaluations.
Support Brokerage and Investment Advisory strategies through portfolio analysis, trades, due diligence, and proposals.
Create Insurance strategies and provide analysis, proposals, marketing, and service support.
Engage in Income Tax planning and support internal tax team in Income Tax Return preparation.
Coordinate with NFG’s strategic partners to identify strategies, products, and services that benefit the clients.
Analyze executive compensation plans and model competing alternative offers.
Explore and deploy Estate, Legacy, and Charity planning strategies, guidance and support tools.
Remain current on new developments, trends, practices and regulations in the financial planning, investment, insurance, tax and estate planning areas.
Requirements
Minimum 3 years of financial planning or investment focused work experience. Candidates should be Series 7 securities licensed, or to be willing/able to study and gain the Series 7 or other financial credentials promptly. CFP designation is a plus.
Extreme commitment to confidentiality, ethics and integrity.
Bachelors or Master’s Degree in Financial Planning or Finance/Investment Services.
Knowledge of financial planning strategies, products, and services for HNW clientele.
Experience with eMoney or other financial planning software a plus.
Income Tax planning and preparation experience a plus.
Strong analytical mindset.
Highly attentive to details and accuracy, timeliness, a positive attitude, support of management, client service, and a willingness to embrace the firm's values and mission.
Strong PC and Microsoft Suite skills, internet applications and research, and comfort with new technologies.
Excellent oral, written and interpersonal communication skills.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .