Planning and Investment Analyst

Description

Job Description

As an integral part of OnePoint BFG Wealth Partners, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect deliverables, and trading client accounts.

Responsibilities

Responsibilities and essential job functions include but are not limited to the following:

• Build and maintain comprehensive financial plans, including retirement projections, education savings analysis, and cash flow modeling.
• Create and prepare client and prospect deliverables, including proposals, portfolio reviews, and presentation materials, prior to meetings.
• Trade client accounts, including stocks, ETFs, mutual funds and fixed income, and execute portfolio rebalancing.
• Participate in the portfolio review/monitoring process, supporting cash flow and tax considerations associated with client portfolios.
• Any other duties as requested by the Wealth Advisor or Team Lead.

Requirements

Requirements

• 4+ years of experience in wealth management, financial planning, or an investment-related field; scope of role and seniority scale with experience.
• Candidates with approximately 10+ years of relevant experience and prior people-management or supervisory experience will be considered for the Team Lead track, which includes oversight of Analyst staffing and workflow.
• Ability to collaborate closely and effectively with Wealth Advisors.
• Ability to communicate clearly and concisely, both orally and in writing.
• Strong mindfulness and attention to detail.
• Demonstrated ability to perform effectively in a fast-paced, high-volume, high-performance environment.
• Advanced skills in Excel, with knowledge of one or more of the following: Morningstar, Bloomberg, ycharts, and/or eMoney.
• Experience with RedBlack is considered a strong asset and will enhance a candidate's overall profile.
• Bachelor's degree in math, finance, accounting, or business preferred.

Licenses/Certifications

Candidates holding a Series 7, Series 65, CFA, CFP, or ChFC designations preferred.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Employee will receive a copy via email.

300 Kimball Drive, Suite 310 | Parsippany, NJ 07054

Office. 973.575.4180· www.onepointbfg.com

Investment advisory and financial planning services offered through Bleakley Financial

Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG

Wealth Partners (herein referred to as “OnePoint BFG”).