What are the responsibilities and job description for the Financial Analyst position at Shade Tree Advisors LLC?
Job Description
Job Description
Independent multi-family office providing technical expertise in tax, estate planning and wealth management for a select group of clientele. Seeking a Financial Planner and offering highly competitive salary and benefits based on experience and skill set.
Financial Planner / 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
Requirements
Company Description
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations.
Company Description
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations.