Job Description
Who's growing 20% a year in this economy? Our client is! They are a very successful, professional, fee based private wealth management and tax strategy firm based in Bergen County. Their unique mix of investment, tax and risk/insurance management enable them to provide full service wealth, risk and asset preservation consulting to their clients. They are seeking a motivated, entrepreneurial professional to join their team and develop a long term career. In addition to providing investment portfolio management based on extensive market research and analysis, this diverse, exciting role will be responsible for tax planning strategy and compliance; estate planning and insurance risk management for the firms clients. The candidate will be involved in all aspects of financial planning from gaining a full understanding of a clients assets and goals to providing a comprehensive strategy to maximize wealth while minimizing tax liability and risk. This is not a sales role, no cold calling! The role will be involved in financial training seminars, networking and business development activities.
Job Requirements
The ideal candidate will possess a bachelors degree in Accounting or Finance along with at least 3 years of public accounting/Tax compliance and planning experience.
A CPA is also required. CFP is a plus.
An entrepreneurial spirit and high degree of motivation is also required along with strong interpersonal skills and the desire to develop/build a business.
Prior wealth/portfolio management experience or estate planning experience is also desirable.
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