We are looking to expand our team with a Financial Planning Analyst specializing in tax, investment, and estate planning. Essential Job Functions include: Processing financial plans Working as a team with other analysts Supervising and tracking new client onboarding Tracking and processing estate and divorce settlement of accounts Developing tax (personal 1040) projections Reviewing and outlining estate planning documents Preparing detailed retirement income projections, net worth and cash flow statement analyses Providing account research and special project assistance Ability to …
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This position may be responsible for: • Preparing for client meetings by summarizing notes, emails, calls and financial data • Reviewing and preparing investment reports for client meetings • Making outbound calls and emails to service existing clients • Answering client questions via email and phone call, and resolving client issues • Confirming transactions with clients • Assisting clients with money movement requests and other transactions • Executing client projects and performing related work as required • Managing calendars • …