Financial Planner

Location, On-Site:
Parsippany, NJ

Unlike others in the industry OnePoint BFG truly focuses on their client’s best interest. We are hiring a Financial Planner that will offer top services to support Bleakley’s Wealth Advisor and his/her clients.

• 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.

• Bachelor’s Degree preferably in Finance. CFP a plus.
• 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.

Life & Health Insurance preferred or will be required to obtain within first 90 days of employment.

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.