Greatly impact clients’ lives; Enjoy a balanced life; Work with an excellent team; and No long city commute. Noviello Financial Group, a successful financial planning and wealth management firm located in Bridgewater, NJ, is seeking a Financial Planning Associate. You will be supporting our team & clients with strategy formulation, analytics, financial plan preparation & presentations, and related wealth management activities.
Creative financial planning strategy formulation, data analysis and plan preparation.
Active client data gathering, discovery, analysis and input into planning software.
Embrace eMoney or other financial plan software to create plans, host account aggregation & vault services.
Model Cash flow projections, budgeting, and what-if scenario evaluations.
Assess debt management strategies, market research and client support.
Learn Income Tax planning and Income Tax Return preparation & filing.
Analyze executive compensation plans, evaluate comparisons, and provide market research.
Stimulate Estate & Legacy planning strategies, guidance and support tools.
Minimum Requirements and Capabilities
Minimum 2-3 years of financial services work experience. Candidates should have or be pursuing the CFP designation and Securities licenses Series 7, 66, & 63. Recommended commute time under 35 minutes.
Bachelors or Master’s degree in Financial Planning, Tax/Accounting or Financial services.
Extreme commitment to confidentiality, ethics and integrity.