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OnePoint BFG Wealth Partners · 4 days ago

Financial Planner

Parsippany, NJ

Full-time

Onsite

Entry, Mid Level

OnePoint BFG Wealth Partners is focused on their client’s best interest and is hiring a Financial Planner to support the Wealth Advisor and clients. The role involves managing financial planning, attending client meetings, and ensuring comprehensive client solutions.

FinanceFinancial ServicesProfessional Services

Hiring Manager

Brandi Antonucci

Responsibilities

Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics

Guide high-income and high net-worth individuals towards their financial goals

Create investment and financial plans by utilizing financial planning software

Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions

Serve as first points for clients and actively participate in client and prospective client meetings

Manages time and resources efficiently and effectively to bring compounding value and excellence to clients

Translate clients’ investment goals into meaningful business opportunities

Follow risk management practices by adhering to the company’s policies and procedures

Complete ad hoc projects as needed as per direction of the Wealth Advisor

Qualification

CFPFinancial modelingValuation techniquesFinancial planning softwareLife & Health InsuranceAnalytical thinkingInterpersonal skillsOrganizational skillsPresentation skills

Required

Bachelor's Degree preferably in Finance

Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines

Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals

Long-term investment mindset geared toward meeting client/investor expectations

Analytical thinker with ability to adapt quickly to a high growth, fast paced environment

Outstanding presentation skills and strong mindfulness to details

Series 6, 63 or 7