-
Financial Planner
4 weeks ago
Financial Planner Recruiting, LLC Franklin Lakes, United StatesMy client is a rapidly growing RIA looking for a Financial Planner to join their team. · The AFP will support the firm in the preparation and presentation of financial plans and various planning analyses to clients. This includes the implementation of financial recommendations an ...
-
Financial Planner
2 weeks ago
Adecco New York, United StatesAdecco has partnered with women's fashion house to hire a Senior Manager Company Planner. · This is a 6 month, hybrid, 40 hour work week contract in Times Square. The pay is $65-$70/hr. · About the Position: · The role of Company Planning is to generate and promote strategic plan ...
-
Financial Planner
1 week ago
Right Executive Search, LLC New York, United StatesJob 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 ...
-
Financial Planner
1 week ago
Betterment New York, United StatesAbout 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. ...
-
Financial Planner
2 weeks ago
Prudential Financial New Jersey, United StatesAs a Financial professional you will help educate others to make better financial decisions. Whether you're a new professional or have been in the workforce for several years, this is an opportunity to utilize your entrepreneurial spirit and passion for helping others. · Developi ...
-
Associate Financial Planner
4 weeks ago
Financial Planner Recruiting, LLC Franklin Lakes, United StatesMy client is a rapidly growing RIA looking for an Associate Financial Planner to join their team. · The AFP will support the firm in the preparation and presentation of financial plans and various planning analyses to clients. This includes the implementation of financial recomme ...
-
Junior Financial Planner
2 weeks ago
Prudential Advisors - NYC/NJ New York, United StatesExplore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm. In general, the entrepreneurial ...
-
Certified Financial Planner
3 weeks ago
Northwestern Mutual Florham Park, United StatesCompany Overview: · For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give ...
-
Certified Financial Planner
3 weeks ago
Northwestern Mutual Florham Park, United StatesCompany Overview: · For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give ...
-
Certified Financial Planner
4 weeks ago
Job Juncture Montclair, United StatesJob Description · 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 im ...
-
College Financial Planner
2 weeks ago
Summer New York, United StatesJob Description · Job DescriptionWho We Are · Summer is a Certified B Corp with a mission to maximize savings for the 46 million Americans burdened by student debt. Summer combines policy expertise with innovative tech to help borrowers simplify college cost planning and student ...
-
Financial Planner
3 weeks ago
Financial Planner Recruiting, LLC Franklin Lakes, United StatesMy client is a rapidly growing RIA looking for a Financial Planner to join their team. · The AFP will support the firm in the preparation and presentation of financial plans and various planning analyses to clients. This includes the implementation of financial recommendations a ...
-
Financial Planner
4 weeks ago
Sentinel Benefits & Financial New York, United StatesLocation Note: This a remote role for candidates based in New York or New Jersey. · The Purpose of Your Role: · We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning te ...
-
Financial Planner
2 weeks ago
Adecco New York, United StatesAdecco has partnered with women's fashion house to hire a Senior Manager Company Planner. · This is a 6 month, hybrid, 40 hour work week contract in Times Square. The pay is $65-$70/hr. · About the Position: · The role of Company Planning is to generate and promote strategic plan ...
-
Financial Planner
2 weeks ago
Prudential Advisors Basking Ridge, United States**Explore a career as a FINANCIAL PLANNER** · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join us in our Basking Ridge Firm. In general, t ...
-
Financial Planner
2 weeks ago
Adecco USA New York, United StatesAdecco Creative and Marketing has partnered with women's fashion house to hire a Senior Manager Company Planner. · If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. · This is a 6 month, hybrid, 4 ...
-
Business Financial Planner
3 weeks ago
PIRELLI TIRES New York, United StatesJob Description · Job DescriptionJOB TITLE: Business FP&A REPORTS TO: Controlling Manager, North America · JOB PURPOSE: Plan, direct, and coordinate the activities related to the management of the financial performance of the business of an organization under the direction of t ...
-
Financial Planner
4 weeks ago
Sentinel Group New York, United States Full timeLocation Note: This a remote role for candidates based in New York or New Jersey. · The Purpose of Your Role: · We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team ...
-
Financial Planner
4 weeks ago
Green Key Resources New York, United StatesResponsibilities: Ongoing support of senior management with a focus on project detail related to, but not limited to, capital allocation, industry research, benchmarking, corporate structure Performance of frequent and complex ad hoc analytical assignments Ongoing assessment, tra ...
-
Financial Planner
2 days ago
Green Key Resources New York, NY, United StatesJob DetailExperience Level Executive/C-SuiteDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridSalary Type AnnuallyIndustry Private Equity;Real EstateSelling Points Strong professional culture, excellent compensation, and exposure to senior management.Job ...
Financial Planner - Parsippany, United States - The Judson Group
Description
Reference Number:
HRJ6736
Location:
Parsippany, New Jersey
Judson Group has been retained by a growing financial management firm to add a
Financial Planner
to their team. This individual will be supporting the firm's senior team members with financial planning responsibilities.
The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.
The ideal candidate has strong communication skills and solid financial planning and investment acumen. This individual will provide superior client service to the firm's current client base.Responsibilities:
Responsible for various client planning needs including investments, estate planning, insurance, and tax planning.
Responsible for centralized financial planning efforts in support of the firm's Financial Advisors. No business development requirements.
Responsible for attending client meetings and working collaboratively with Senior Advisors to support client relationships.
Complete financial plans making high quality financial recommendations to clients.
Work with clients to ensure action items are thoroughly executed and documented.
Gather client data, ensuring accuracy and completeness, and enter data into financial planning software.
Requirements:
CFP required; Series 7 License required.
10+ years of experience with a financial planning firm, family office, or RIA.
Experience working with UHNW/HNW clients highly preferred.
Experience working with eMoney software.
Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
Compensation:
Competitive compensation and benefits package
Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506
#J-18808-Ljbffr