Wealth Management Financial Analyst | New York, New York

Reference Number: MHH7080
Location: New York, New York

Judson Group has partnered with a comprehensive multi-family office in the search for a Wealth Management Financial Analyst. This individual will provide services in the areas of tax planning, investment analysis and family office support to the Firm’s clients.

Responsibilities:

  • Responsible for reviewing client financial reporting data, analyze performance and financial statements, and participate in the client financial reporting process
  • Prepare asset-allocation, retirement, education-funding, insurance, tax projections and estate planning analyses
  • Review client wills, trusts, estate documents, and business formation documents
  • Review client tax returns and perform various tax research (income, estate, gift, trust)
  • Attend and participate in client meetings
  • Work with other advisors including lawyers, accountants, brokers, and bankers to assist in comprehensive wealth planning

Requirements:

  • Bachelor’s Degree in Finance or Accounting
  • Series 65 license
  • 3+ years of experience in wealth management
  • Strong tax/financial planning background
  • Experience with CRM, financial planning software, and portfolio accounting software
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Compensation & Benefits:
Competitive compensation and benefits package

Location:
New York, New York

Reference Number: MHH7080

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