Financial Planning Associate
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Valley National Financial Advisors is seeking an experienced full-time Financial Planner to work with our ExecutiveEdgeTM Financial Advisors to provide non-administrative support for high-profile corporate client relationships.   

ESSENTIAL DUTIES / RESPONSIBILITIES

  • Review executive client compensation packages and personal financial documents.
  • Use these documents and additional information from the client to prepare comprehensive financial plans, including recommendations.
  • Prepare agendas, information for discussion and related documents for client meetings.
  • Complete and present cash-flow evaluations and analysis as part of ongoing planning.
  • Prepare tax projections for clients including Federal, State and local. 
  • Help manage the client experience by developing a keen understanding of the individual client personalities, their preferences and, of course, their financial choices and goals.
  • Employ analytical and critical thinking skills to provide answers and create solutions.
  • Professional presence and exceptional communication skills.

QUALIFICATIONS

Required:

  • 5-10 years of experience in financial planning
  • Understanding of and experience working with executive benefits.
  • Knowledge of current tax law a must. Experience with tax preparation, a plus.
  • Insurance and risk management knowledge within the scope of financial planning.

Desired:

  • Experience working with CRM software (Tamarac).
  • Experience working with digital planning software (Naviplan and/or MoneyGuidePro).
  • Charles Schwab Advisory platform experience preferred. 
  • SEC and FINRA licensing preferred (7, 63, 65 or 66).
  • Certified Financial Planner ProfessionalTM (CFP®) and/or Certified Public Accountant (CPA) or similar designation a plus.
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