What are the responsibilities and job description for the Financial Planning Analyst position at New Planner Recruiting LLC?
SEC-RIA, TOP TIER TECHNOLOGY AND MENTORSHIP
Interested? Click HERE for more information.
Our client is a dynamic RIA located in a beachfront town in Connecticut, just under an hour from New York City. With a team that boasts multiple CFP® professionals, legal experts, and decades of experience, this is an outstanding opportunity to gain mentorship and learn the financial planning skills you will need to succeed in your career. Tech stack includes Orion, MoneyGuideElite, Riskalyze, and WealthBox, ensuring you have all the tools you need to build top-tier financial plans.