Senior Financial Planning & Investment Strategist
On-siteParsippany, New Jersey, United States
Parsippany, New Jersey, United StatesOn-siteFull TimeSenior Level
Full TimeSenior Level
Job Summary
Develop comprehensive financial plans using MoneyGuidePro and RightCapital, analyzing client goals, cash flow, liquidity needs, and tax considerations via Holistiplan. Research investment markets and portfolio solutions with YCharts, Morningstar, and BlackRock resources, preparing proposals in Nitrogen while evaluating diversification through Morningstar X-Ray. Conduct life insurance and risk management analyses using Wealth.com and MoneyGuidePro, consolidating client profile data in Redtail CRM and Excel to support advisors in sophisticated client conversations.
Required Qualifications
- Experience with wealth management technology
- Significant experience with financial planning and investment technology
- Comfortable learning new platforms
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