Job Description

Job Description

A family-owned financial planning practice and wealth management firm is expanding in Ridgewood and Chatham locations. This is for the Ridgewood office. We are seeking an individual who wants to assist a Certified Financial Planner. Must be able to talk with clients, understand finance, and multitask. Ideally, a candidate will have experience working on both large and small scale projects as the job entails both. Active Series 7 is required.

Requirements: A Bachelor's Degree. **** Must be proficient in Microsoft Word, Excel, and Outlook on PC. Command of the English language is a must. Experience in an office setting is a prerequisite. Insurance license is preferred. Active Series 7. We would also consider a hybrid assistant/ producer role.

Salary and Benefits compensation are negotiable and based on experience.

Benefit Conditions:

• Only full-time employees eligible

This Job Is:

• A job for which military experienced candidates are encouraged to apply

Work Remotely

• No

Job Type: Full-time

Salary: $60,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday 9-5pm

Education:

• Bachelor's (Required)

Experience:

• Office: 2 years (Required)

License/Certification:

• Life & Health Insurance License (Preferred)
• Series 7 (Preferred)

Company Description

Wealth Management and Financial Planning Firm of 27 years.

Company Description

Wealth Management and Financial Planning Firm of 27 years.