Financial Analyst – Relationship Manager
PERSONAL CFO SOLUTIONS – Chester, NJ 07930
Job description:
Assist the Senior Financial Advisor’s provide comprehensive financial planning advice to top executives at the Fortune 500 companies and other high net worth individuals. This position is a stepping stone to managing your own clients when qualified.
Candidate should have knowledge in the following area’s but will train the appropriate candidate.
Income Tax, Employee Benefit’s, Estate Tax & Wealth Transfer, Investment, Insurance (life and property & casualty)
Tax or Law background is a plus.
We are looking for a detail oriented and customer focused person that can handle multiple tasks at the same time.
Significant & rapid compensation & advancement opportunities for the appropriate candidate.
Job Type: Full-time
Salary: Commensurate with experience
Required education:
- Bachelor’s
Preferred experience:
- tax or financial planning: 2 years
Preferred license or certification:
CFP, CPA
