What are the responsibilities and job description for the Financial Planning Analyst position at Martino Wealth Management Group LLC?
Company Description
Martino Wealth Management Group LLC, based in Saratoga Springs, NY, serves clients across the United States, offering specialized services in private portfolio management, retirement planning, trust and estate coordination, and tax planning. Recognized for personalized strategies, the firm is committed to addressing individual financial goals with expertise and professionalism. Securities are offered through LPL Financial, member SIPC. The team operates within the regulatory standards of licensed states to ensure ethical and compliant financial services for all clients.
Role Description
This is a full-time, remote role for a Financial Planning Analyst. The primary responsibilities include supporting financial planning and analysis efforts, preparing financial exhibits and tax projections, raising cash and sending distributions to clients or gathering assets, administrative tasks including scheduling meetings, sending invoices and processing checks and maintaining records. The Analyst will coordinate sending tax data to the clients' accountants. The Analyst will collaborate closely with the business owner on a daily basis.
The Analyst will grow into working with clients' children and then taking on their own clients depending upon experience.
Pay is very competitive with Ayco. You can live anywhere in the United States. No sales quotas.
Qualifications
- Looking to hire a former or current Ayco financial planner
- Prefer Series 7, 63, 65
- Needs tax projection preparation skills and knowledge of Bloomberg's tax software
- Exceptional organizational skills, attention to detail, and the ability to work collaboratively
- Proficiency in eMoney financial planning software, along with Microsoft Excel skills