Financial Analyst

New York, United States
USD 24.03 - 43.26 per hour
23 Feb 2021
25 Feb 2021
A bit about us:

Everyone here is like family. Providing technical expertise in tax, estate planning and wealth management for a select group of clientele

Why join us?

We are growing so there's room for growth. You want want experience? We give that. You have experience? Come and we'll add to the foundation you already have.

Job Details

Financial Analyst Description

Primary 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 summary
Assist in tax planning and quarterly tax projections as well as tax return preparation and review
Using 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 clients
Obtain the required Series 65 license in a reasonable time frame in order to communicate investment advice to clients


Four-year degree (Accounting focus)
2+ years accounting/finance experience; CPA or auditing background a plus
Well-organized, proactive and capable of multi-tasking in a fast-paced environment
Strong organizational skills and detail-oriented attribute required
Efficiently and effectively manage a high volume of e-mail
Willingness to learn and work on in-depth tax issues
Strong analytical and problem-solving skills
Good communication skills


401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance


Monday to Friday

Supplemental Pay:
Annual Bonus

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