Job Opening for Financial Planner in Shade Tree Advisors (268 Broadway, Saratoga Springs, NY 12866)



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Job Category : Business
Company Name: Shade Tree Advisors
Position Name: Financial Planner
Location : 268 Broadway, Saratoga Springs, NY 12866
Job Description : Independent multi-family office providing technical expertise in tax, estate planning and wealth management for a select group of clientele. Seeking a Financial Planner and offering highly competitive salary and benefits based on experience and skill set.Financial Planner DescriptionPrimary duty will be working with one or more advisors to provide client-facing personal financial planning exhibits, including balance sheet, asset allocation, and cash flow summaryAssist in tax planning and quarterly tax projections as well as tax return preparation and reviewUsing provided resources and on the job experience, obtain expertise in the areas of investment planning, estate planning, taxes, insurance, and general financial analysis that is pertinent to our clientsObtain the required Series 65 license in a reasonable time frame in order to communicate investment advice to clientsRequirementsFour-year degree1+ years accounting/finance experience; CPA or auditing background a plusWell-organized, proactive and capable of multi-tasking in a fast-paced environmentStrong organizational skills and detail-oriented attribute requiredEfficiently and effectively manage a high volume of e-mailWillingness to learn and work on in-depth tax issuesStrong analytical and problem-solving skillsGood communication skillsJob Type: Full-timeBenefits:401(k)401(k) matchingDental insuranceHealth insuranceLife insurancePaid time offParental leaveProfessional development assistanceVision insurancePhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payWork Location: One location

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