Financial Planner - NJ

The Ayco Co., L.P., a Goldman Sachs Company, is one of the nation’s leading financial counseling firms.  We have openings in our Parsippany area office.  This position is an apprentice to become personal Financial Planner to senior level Fortune 500 executives in our New Jersey Region.  If you are looking for a long-term career, which offers a high quality work life, this is it! 

 

Qualifications:

 

Ø  1-2 years work experience preferred;

Ø  BA in Finance or related area;

Ø  MBA/JD preferred;

Ø  Good computer skills a must;

Ø  Strong organizational and analytical skills;

Ø  Excellent communication skills and customer-service oriented.

 

Responsibilities:

Ø  Prepare estate-planning analyses, income tax projections and tax returns, asset allocation models and total return calculations, short-term and long-term cash flow analyses (in house training provided);

Ø  Extensive telephone contact leading to face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice.

 Visit our website at http://www.ayco.com/.  We offer a competitive salary; a comprehensive benefits package and a high quality work life.  Interested applicants should submit resume and cover letter, including salary requirements.