Description

　　Exciting opportunity to join a top private wealth advisory practice that provides financial planning for High-net-worth clients!

　　Our client is looking for a Financial Planning Analyst to do the tax review, investment and estate planning for their existing clients.

　　What you get to do every day:

　　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 review and understand account statements that cover multiple product line

　　Requirements

　　5+ years of experience in a financial planning role

　　Series 66& 65 certifications or CFA

　　Good tenure

　　Adaptable – very fast paced company, lots of deadlines

　　True team player

　　Writing skills are very important and good communication

　　Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

　　Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

　　All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

　　© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .