Join Our Team – Careers at Valley National

Our award-winning team at Valley National Financial Advisors is a collaborative group of professionals with a client-first focus.

Since 1985, we have helped our clients make the right financial choices which will allow them to achieve the lifelong goals and dreams.

AVAILABLE POSITIONS
Financial Planning Associate
Valley National Financial Advisors is seeking an experienced full-time Financial Planner to work with our ExecutiveEdgeTM Financial Advisors to provide non-administrative support for high-profile corporate client relationships.
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ESSENTIAL DUTIES / RESPONSIBILITIES

  • Review executive client compensation packages and personal financial documents.
  • Use these documents and additional information from the client to prepare comprehensive financial plans, including recommendations.
  • Prepare agendas, information for discussion and related documents for client meetings.
  • Complete and present cash-flow evaluations and analysis as part of ongoing planning.
  • Prepare tax projections for clients including Federal, State and local. 
  • Help manage the client experience by developing a keen understanding of the individual client personalities, their preferences and, of course, their financial choices and goals.
  • Employ analytical and critical thinking skills to provide answers and create solutions.
  • Professional presence and exceptional communication skills.

QUALIFICATIONS

Required:

  • 5-10 years of experience in financial planning
  • Understanding of and experience working with executive benefits.
  • Knowledge of current tax law a must. Experience with tax preparation, a plus.
  • Insurance and risk management knowledge within the scope of financial planning.

Desired:

  • Experience working with CRM software (Tamarac).
  • Experience working with digital planning software (Naviplan and/or MoneyGuidePro).
  • Charles Schwab Advisory platform experience preferred. 
  • SEC and FINRA licensing preferred (7, 63, 65 or 66).
  • Certified Financial Planner ProfessionalTM (CFP®) and/or Certified Public Accountant (CPA) or similar designation a plus.

If you are interested in learning about careers with our firm, please fill out the form below and we will contact you.
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