Financial Planning Analyst

Description
A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner.



Requirements
Qualified candidates will have a BA in business or related field plus a minimum of 3+ years of experience in the public accounting or financial planning field. For confidential consideration or more information, contact Jordon Heffler.

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