Multi-Family Office seeks Financial Planning Analyst in Northern New Jersey:

• Provide hands on analysis, working with spreadsheets, Excel, cash flow analysis, tax planning strategies, preparing for all planning meetings, etc.
• Support the senior wealth advisor and President to best service the clients’ needs
• Ability to communicate with clients and take on more responsibility
• Strong Excel skills required; Excel based planning program used
• Career path to become financial advisor
• Technical and client service focused, not a sales focused environment
• Firm fosters a highly collaborative team environment and great work culture
• Excellent opportunities to advancement
• Requires 2 - 6 years' experience in tax, estate, or comprehensive planning background
• $80K-$120K+ package