What are the responsibilities and job description for the Certified Financial Planner - Wealth Management - Hybrid position at Job Juncture?
Love your job!
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 ( CFP ) who will
- formulate and implement holistic financial planning advice and partner with internal and external stakeholders.
- focus on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and work closely with internal portfolio managers
- be a point of contact for a number of clients, holding meaningful conversations and ensuring long-term relationships and ongoing customer care.
- based on a client’s goals and circumstances, create comprehensive and holistic financial plans
- provide exceptional tailored, consultative client service that exceeds clients' expectations
- prepare customized presentations and materials for individual client meetings
- contribute to company projects and initiatives when needed
- occasionally travel as needed
Requirements
- At least a few 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.
- CFP designation
- Experience either presenting at or participating in client meetings
- Extensive experience serving UHNW clientele with a focus on generational wealth management and preservation is preferred
- degree in finance or related discipline
#LI-SK3
About the Company:
Job Juncture
Job Juncture's mission is to make job search and talent acquisition as easy and painless as possible. Every job that is at Job Juncture is real and verified current within the most recent 30 days. Every application is read by a real human being who is working on the job applied for. Our clients specialize in virtually everything, including banking, engineering, finance, software, nursing, retail, manufacturing, legal, tax, pharmaceutical, chemical, aerospace, defense, and human resources, at all salary ranges from entry level to over $600K.
Company Size:
1 to 9 employees
Industry:
Staffing/Employment Agencies
Founded:
0
Website:
http://www.jobjuncture.com
Salary : $600,000
Wealth Management Associate
Mundi Financial -
New York, NY
Wealth Management Advisor
Prudential Financial -
New York, NY
Wealth Management Associate
Fifth Avenue Financial -
New York, NY
