Job Description

Established Fee-Only Wealth Management and CPA Firm is in search of an individual to fill the role of Operations Associate & Investment Liaison to serve as a vital member of our growing firm. This is an ideal opportunity to work with our firm’s wealth advisory team and help our clients reach their financial goals.

Job Requirements

· Bachelor’s degree

· Minimum of 2 years’ experience

· Series 65 exam required or must obtain within the first 6 months

· Strong organization and time management skills

· Self-starter with an ability to prioritize tasks

· Excellent written and verbal communication skills

· Must be passionate about working with a team of experiences wealth advisors and portfolio managers that are uniquely focused on the needs and goals of our valued clients

· Ability to work with proprietary databases such as Redtail (CRM), Morningstar Office, Tamarac Trading, Fidelity Wealthscape, and Lacerte

· Client facing ability – professional appearance and demeanor a must

Job Description

· Provide operational support to partners and wealth advisor team; including scheduling meetings

· Participate in client meetings in collaboration with wealth advisor team

· Client Onboarding: including account opening, funding, and ensuring all client needs are met

· Existing client support: resolution of daily client needs and requests

· Trade, monitor and rebalance portfolios based on new deposits and withdrawals

· Manage client cash needs/distributions

THIS POSITION IS GROWTH ORIENTED AND WILL PROVIDE THE OPPORTUNITY FOR ADVANCEMENT FOR THE IDEAL CANDIDATE. PAY AND BENEFITS ARE COMPETITIVE, BASED ON INDUSTRY STANDARDS AND EXPERIENCE. THIS IS A FULL-TIME POSITION, AND THE SALARY WILL RANGE FROM $50,000 - $70,000. WE PROVIDE HEALTH BENEFITS AND A 401(K) PLAN WITH POSSIBLE PROFIT-SHARING CONTRIBUTIONS.

PLEASE PROVIDE A COVER LETTER WITH RESUME AND SALARY REQUIREMENTS.

Company Description

Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax, and wealth management located in Bergen County, NJ. This position is within the wealth management division of the firm. We are fiduciaries that provide comprehensive financial planning, tax planning, insurance planning, Investment planning and estate planning to clients and their families.