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Jr Financial Advisor

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Cassa Wealth Management, P.C.

2021-12-03 09:08:01

Job location Paramus, New Jersey, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

To help process & manage new & existing business for Cassa Wealth Management, P.C. Become a valued member of the existing Financial Advisory Team in order to augment the existing growth rate of the Company while building and enhancing the Company's brand in the local marketplace.


Responsibilities

  • Develop/Update Financial Plans for all Individual Prospects & Clients
  • Run & Analyze Portfolio Manager Reports for existing clients
  • Assist in the preparation of Year-End Client Review Packages
  • Produce Quarterly Reports & Analysis for Corporate 401k Plans
  • Help coordinate Events & Presentations to CPA's, Prospects & Clients
  • Assist in preparing and distributing Marketing materials such as Newsletters, Automated Cards, Invitations & Articles & Video's posted on Social Media as well as maintaining the Company Website.
  • Daily Calls to local CPA's to develop referral relationships


Qualifications

  • College degree
  • Background in Accounting, Finance or Economics is preferable
  • Securities Licenses - Series 7, 63, and 66 (or 65) along with Life, Health & Accident Insurance
  • Strong relationship building skills
  • Expertise in & knowledge of how to utilize Social Media
  • Honesty, Integrity & Trustworthiness
  • Motivated Self-Starter
  • Ability to challenge themselves to work outside their comfort zone
  • Interest in obtaining CFP designation

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