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Certified Financial Planner (CFP)
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: New York, NY
JOB DESCRIPTION

Job #: 47379
Title: Certified Financial Planner (CFP)
Job Location: New York City, New York - United States
Remote Job: No
Employment Type:
Salary: contact recruiter for details
Other Compensation: 15% bonus
Employer Will Recruit From: Local
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

The role offers excellent professional exposure, learning opportunities and room for growth.

JOB DESCRIPTION

Financial Planner (CFP).

New York, NY.

Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Financial Planner to formulate and implement holistic financial planning advice and partner with internal and external stakeholders.

Duties and Responsibilities of the Financial Planner:

The Financial Planner focuses on assigned High Net Worth (HNW) clients and works closely with an internal portfolio manager. Responsibilities include:

Relationship Management: Be a point of contact for a number of High Net Worth (HNW) clients, ensuring long-term relationships and ongoing customer care.

Financial Plan development: Based on a clients goals and circumstances, create comprehensive and holistic financial plans inclusive of:

- Defining clients goals and objectives

- Income Tax Planning

- Balance Sheet

- Risk Management and Insurance

- Retirement, Education and Special Needs

- Cash Flow Statement

- Estate Planning

- Investment Planning

Client Service: Provide exceptional, consultative client service

Prepare customized presentations and materials for individual client meetings

QUALIFICATIONS

Qualifications of the Financial Planner:

2-6 years experience in comprehensive financial planning with a demonstrated ability to partner with internal stakeholders and High Net Worth (HNW) client relationships. Specific experience with tax and/or insurance planning is a plus.

Holds the CFP designation

Experience either presenting at or participating in client meetings

Bachelors degree in finance or related discipline

Strong demonstrated Financial Planning interest, acumen and judgment

Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts for a non-financial audience

Familiar with financial planning software; experience with eMoney is a plus

Proficiency with Microsoft Office programs, including Excel. Tech-savvy.

Detail-oriented, self-starter, takes initiative

Team player, collaborative, able to work effectively with others

Organized and able to set priorities

Of the highest integrity, fiduciary professionalism

Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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