Jobs
>
New York City

    Certified Financial Planner CFP - New York, United States - Right Executive Search, LLC

    Right Executive Search, LLC
    Right Executive Search, LLC New York, United States

    3 weeks ago

    Default job background
    Description

    Certified Financial Planner (CFP)

    Wealth Management

    New York, NY. (Hybrid 3 days in office)

    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 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 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

    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, including staff in other network branches

    Organized and able to set priorities

    Of the highest integrity, fiduciary professionalism, and polished demeanor

    Compensation: Base: k 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

  • Right Executive Search, LLC

    Certified Financial Planner CFP

    2 weeks ago

    Right Executive Search, LLC New York, United States

    Certified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · 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 Certi ...

  • Right Executive Search, LLC

    Certified Financial Planner CFP

    4 weeks ago

    Right Executive Search, LLC New York, United States

    Certified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · 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 Certi ...

  • Right Executive Search, LLC

    Certified Financial Planner CFP

    2 weeks ago

    Right Executive Search, LLC New York, United States

    Certified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · 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 Certi ...

  • Magellan Health Services

    Personal Financial Counselor, Assignment Ready Counselor

    4 days ago

    Magellan Health Services Atlantic City, United States Part time

    This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal fina ...

  • Right Executive Search, LLC

    Financial Planner

    1 week ago

    Right Executive Search, LLC New York, United States

    Job Description · Job DescriptionCertified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · 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 exp ...

  • ICMA-RC

    Associate Manager, Financial Planning

    2 weeks ago

    ICMA-RC New York, United States

    Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county mana ...

  • Fidelity TalentSource LLC

    Planning Consultant

    3 weeks ago

    Fidelity TalentSource LLC New York, United States

    Job Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...

  • MissionSquare Retirement

    Associate Manager, Financial Planning

    4 weeks ago

    MissionSquare Retirement New York, United States

    Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county mana ...

  • Equitable Advisors

    Wealth Management Advisor

    2 weeks ago

    Equitable Advisors New York, United States

    If you want to unlock your potential as a financial advisor, apply to join our team at Equitable Advisors Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, · Equitable is pos ...

  • Equitable Advisors LLC

    Financial Professional

    1 week ago

    Equitable Advisors LLC New York, United States

    If you want to unlock your potential as a financial professional, apply to join our team at Equitable Advisors Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, · Equitable ...

  • New York Life

    Vice President, Head of Holistic Advice

    3 days ago

    New York Life New York, United States

    Location Designation: Hybrid - 3 days per week · When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right ...

  • Betterment

    Financial Planner

    1 week ago

    Betterment New York, United States

    About Betterment · Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. ...

  • Magellan Health Services

    Personal Financial Counselor

    2 weeks ago

    Magellan Health Services Brooklyn, United States Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include educat ...

  • Citizens

    financial planning sr advisor

    3 weeks ago

    Citizens , PA, United States

    Description · Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld's team of CFAs, CPAs, attorneys, and CFPs provide full investment and wealth manage ...

  • Selby Jennings

    Senior Wealth Manager

    4 weeks ago

    Selby Jennings New York, United States

    Title: Join Our Team as a Principal Wealth Manager in the Financial Services Sector · Introductory paragraph: · We are seeking experienced Senior Wealth Managers to join our dynamic team at a technology-driven RIA. As one of the leading financial services firms, we pride ourselv ...

  • Selby Jennings

    Financial Advisor

    4 weeks ago

    Selby Jennings New York, United States Full time

    Responsibilities: · - Build and maintain relationships with high-net-worth clients, serving as their trusted advisor and primary point of contact for all financial matters. · - Conduct in-depth financial analysis and develop personalized financial plans tailored to each client' ...

  • Magellan Health

    Personal Financial Counselor

    4 weeks ago

    Magellan Health Atlantic City, United States

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include educat ...

  • Selby Jennings

    Financial Advisor

    2 weeks ago

    Selby Jennings New York, United States

    Responsibilities: · - Build and maintain relationships with high-net-worth clients, serving as their trusted advisor and primary point of contact for all financial matters. · - Conduct in-depth financial analysis and develop personalized financial plans tailored to each client's ...

  • Equitable Advisors

    Wealth Management

    2 weeks ago

    Equitable Advisors New York, United States

    Equitable Advisors, a leading financial services and insurance industry firm, invites entrepreneurial-oriented individuals to join our team as Financial Professionals. With a rich history dating back to 1859, Equitable is committed to helping people build fulfilling futures throu ...

  • MissionSquare Retirement

    Associate Manager, Financial Planning

    3 weeks ago

    MissionSquare Retirement New York, United States

    Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county mana ...