What are the responsibilities and job description for the Financial Analyst position at Shade Tree Advisors LLC?
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
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
- Four-year degree
- 1 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