Job Details

Position Information

Title  Analyst
Salary  50,000-55,000
Description  We are a nationally known wealth management firm in Northern New Jersey seeking an Analyst to join our organization. We are
interested in you if you are a recent graduate of a CFP Board registered financial planning program, are looking for an entry
level position, want to learn the business and our company from the ground up, do not want to market and cold call for clients
but do want to be involved with making a direct impact on clients’ lives, and work your way up our advisory career ladder.
Candidates that fit into our firm and culture will desire to be in a large wealth management RIA environment, have a true passion
for financial planning as their career calling, and are committed to a fulfilling work/life balance.

We specialize in wealth management using a customized approach for high net worth individuals, corporate executives, small
business owners, and multinational corporations. We are currently seeking a dedicated team player who is eager to learn and
contribute to our company. Our Analyst position requires a bright, hard working, goal-oriented, self-motivated, passionate,
personable, and professional individual.

Position Overview

This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and
potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections
using Excel spreadsheets and MoneyGuidePro financial planning software. You must have the ability to utilize critical thinking
skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented,
structured and have a high degree of follow through.

Initial Key Areas of Responsibilities:

• Preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding
analysis, stock options analysis, and risk management needs analysis

• All aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy
statements, asset allocations as well as post-client meeting tasks such as develop meeting notes, perform financial situation
analyses, and coordinate planning implementation with outside professionals if necessary

• Continuously monitor clients’ financial situations with detail and accuracy

• Be able to keep up and learn things quickly in a fast paced environment and effectively manage regular changing of

Key Qualifications:

• B.S. degree from accredited four year university preferably in financial planning, business, finance, economics, etc.

• CFP® certification or attainment within 1-2 years after joining firm

• Series 65 or attainment within 90 days after joining firm, if required

• Strong financial and analytical skills

• Strong verbal and written communication skills

• Strong persuasive and interpersonal skills

• Basic understanding of investment and financial planning strategies for high net worth clients

• Ability to identify, meet and follow through with client needs and requirements

• Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude

• Organized, with a strong attention to detail

• Able to perform multiple tasks efficiently

• Show confidence, yet in a humble manner, when dealing with clients, firm Financial Advisors and Wealth Managers

• Superior knowledge of Microsoft Excel, Word and PowerPoint


• Competitive salary with incentives based on firm client retention, revenue, client and profit growth

• Company subsidized health, dental and vision insurance

• 401k plan

• Educational reimbursement (continued education, conference attendance, etc.)

• Paid licensing dues

• Mentorship and Learning Opportunities

Hiring Organization

Name  New Planner Recruiting, LLC
Description  Our firm specializes in placing students (undergraduate/graduate/career changer) enrolled in CFP Board registered programs,
candidates for CFP® certification, and CFP® practitioners for professional positions (usually 0-5 years experience) that will
develop into the lead client planner role within financial planning firms nationwide. Our mission is to help financial planning
business owners leverage their time by finding, selecting, and securing quality talent to help them grow, and to ensure that
quality new financial planners are able to find employment that fits their unique talents and skills, in pursuit of securing
mutual success for the business owner and new planner.
Industry  Finance / Banking - Invesstment Banking
Web site 

Hiring Contact Information

Name  Mr. Adam Ley
Title  Recruiter
1860 Barnett Shoals Drive
Suite 103 PMB 445
Athens GA 30605
Alumni?  No

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