New York, NY. (Hybrid 3 days in office/4 during training)
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 Certified Financial Planner to formulate and implement holistic financial planning advice and partner with internal and external stakeholders.
Duties and Responsibilities of the Certified Financial Planner (CFP):
The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Responsibilities include: • Relationship Management: Be a point of contact for a number of clients, holding meaningful conversations and ensuring long-term relationships and ongoing customer care. • Financial Plan development: Based on a client's 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 tailored, consultative client service that exceeds clients' expectations • Prepare customized presentations and materials for individual client meetings • Contributing to company projects and initiatives when needed • Occasional travel as needed
Qualifications of the Certified Financial Planner (CFP): • 5 plus years' experience in comprehensive holistic financial planning with a demonstrated ability to partner with internal stakeholders and High Net Worth (HNW) and Ultra High Net Worth (UHNW) 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 • Extensive experience serving Ultra High Net Worth clientele with a focus on generational wealth management and preservation is preferred • Bachelor's 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, including staff in other network branches • Organized and able to set priorities • Of the highest integrity, fiduciary professionalism, and polished demeanor
Compensation: Base: 120-144k plus bonus ("all in" up to $170)
Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow