Financial Planning Associate

Company DescriptionThe word Emissary refers to an individual who is sent to advance the interests of another. Our firm's name perfectly reflects our vision for each client. Our mission is to advance your interests - whether those are preserving, building, or protecting wealth - by leveraging our unique expertise and experience.Role DescriptionThis is a full time on-site role for a Financial Planning Associate in Hackensack, NJ. The Financial Planning Associate will assist the senior planners with developing and implementing financial planning strategies for clients. Day-to-day responsibilities include analyzing financial data, preparing financial reports, conducting research, and communicating with clients.Key Responsibilities:Learn the investment strategy of the organization and implement investment recommendationsSupport the advisor through ongoing development of client relationships and review meetingsProvide support in opening accounts, setting up investment portfolios, and handling rollover callsHelp to ensure we have the necessary documents on file to complete client plansPerform ongoing financial planning analyses, including tax, cash flow, retirement, estate planning, and insuranceSupport the Senior Advisor and Lead planners in the day-to-day operations of the firmEnter client data into planning softwaresAttend client meetings, take notes, and follow up with clientsQualificationsFinancial Planning, Retirement Planning, and Estate Planning skillsStrong analytical Skills in particular around financial dataExcellent Communication SkillsAbility to create and deliver engaging presentationsCertified Financial Planner (CFP) certification is preferredExperience in financial services industry is a plusBachelor's degree in Finance, Business Administration, or related field

Created: 2025-02-27