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Financial Services Associate Intern - Tax Focused
Job in
Hackensack, Bergen County, New Jersey, 07601, USA
Listed on 2026-03-12
Listing for:
Retirement Resource Center, LLC.
Apprenticeship/Internship
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
The Service Financial Associate - Tax Focused Intern assists Senior Advisor in reviewing a client's financial goals, priorities, risk profile and lifestyle, helping to create a balanced and realistic plan to meet these goals. Must have CFP designation or be working toward achieving the designation.
Job functions include, but are not limited to:
- Obtaining qualitative and quantitative aspects of the client's financial and relevant non-financial situation.
- Gathering, analyzing and completing all information, per broker dealer and Tru Plan guidelines.
- Utilizing asset management tools and designing a financial plan to facilitate the achievement of the client's goals.
- Utilizing Ultra Tax for tax preparation for our strategic partnership accounting practices.
- Monitoring, revising and updating plan information as clients' needs and situations change.
- Assisting the paraplanner with trades, cash management, and other aspects of investment management for all clients.
- Initially participating in the Investment Committee Meetings.
Position Requirements
10+ Years
work experience
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