Financial Planning Associate

Financial Planning Associate

Organization

Palisades Hudson Financial Group is a thriving tax accounting/financial planning firm with an asset management affiliate, Palisades Hudson Asset Management (PHAM). PHAM currently manages over $1.3 billion in assets. We have offices located in Stamford, Connecticut; Fort Lauderdale, Florida; Atlanta, Georgia; Portland, Oregon; and Austin, Texas. We are a fee-only organization that offers a range of financial services for high net worth individuals.

Qualifications

 BS or BBA w/GPA of 3.3+

 CFP candidates encouraged

 Entrepreneurial spirit

 Strong verbal and writing skills

 Interest in helping people

 Strong interest in both asset management and tax planning is essential.

 Accounting, finance and/or economics majors are encouraged to apply.Salary $64K (includes 25% O/T), plus bonus and profit sharing (total package approximately $74K)

Position description

The position offers exposure to all areas of financial planning and investment management for high net worth individuals. This includes tax preparation and planning, financial and estate planning, research, reviewing financial statements, applying business and economics skills, and client contact. The position also incorporates investment experience at Palisades Hudson Asset Management (our registered investment advisor affiliate), including hands-on exposure to the asset management business, which entails conducting investment research, generating and creating monthly performance reports, and assisting clients.Additional opportunities involve participation in various projects key to the growth of the organization.

Job Type: Full-time

Salary: $60,000.00 to $70,000.00 /year

Required education:

• Bachelor’s