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:

Series 7, CFP, CPA

 

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Other Services

Comprehensive Financial Planning

Investment Management

Retirement Planning

Corporate Relationships