-
Certified Financial Planner CFP
1 week ago
Right Executive Search, LLC New York, United StatesCertified 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 ...
-
Certified Financial Planner CFP
2 weeks ago
Right Executive Search, LLC New York, United StatesCertified 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 ...
-
Certified Financial Planner CFP
1 week ago
Right Executive Search, LLC New York, United StatesCertified 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 ...
-
Financial Representative
3 weeks ago
Northwestern Mutual New York, United StatesFinancial Advisors at Northwestern Mutual's Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our in ...
-
Wealth Analyst Cnr
3 weeks ago
City National Bank New York, United StatesOverview: · **WEALTH ANALYST - City National Rochdale** · **WHAT IS THE OPPORTUNITY?** · This position is responsible for expanding City National Rochdale's (CNR) relationships with its high net-worth (HNW*) and ultra-high net-worth (UHNW**) clients. Helps to attract new prospect ...
-
financial planning sr advisor
2 weeks ago
Citizens , PA, United StatesDescription · 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 ...
-
Financial Planner
1 week ago
Heydorn Stone Capital Management Larchmont, United StatesFinancial Planner · Heydorn|Stone is searching for an exceptional person to join our team as a Financial Planner. The person filling this role will work closely with the Managing Partner and Client Services Director to empower our clients to live fully by helping them with all as ...
-
Financial Planner
1 day 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 ...
-
Senior Wealth Manager
3 weeks ago
Selby Jennings New York, United StatesTitle: 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 ...
-
Financial Advisor
3 weeks ago
Selby Jennings New York, United States Full timeResponsibilities: · - 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' ...
-
Personal Financial Counselor
3 weeks ago
Magellan Health Atlantic City, United StatesThis 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 ...
-
Financial Advisor
1 week ago
Selby Jennings New York, United StatesResponsibilities: · - 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 ...
-
Wealth Management
2 weeks ago
Equitable Advisors New York, United StatesEquitable 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 ...
-
Associate Manager, Financial Planning
1 week ago
ICMA-RC New York, United StatesJoin 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 ...
-
Associate Manager, Financial Planning
2 weeks ago
MissionSquare Retirement New York, United StatesJoin 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 ...
-
Planning Consultant
2 weeks ago
Fidelity TalentSource LLC New York, United StatesJob 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 ...
-
Wealth Management Advisor
1 week ago
Equitable Advisors New York, United StatesIf 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 ...
-
Financial Consultant
1 week ago
Equitable Advisors New York, United StatesIf you want to unlock your potential as a financial consultant, 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 ...
-
Wealth Management
1 week ago
Equitable Advisors LLC New York, United StatesEquitable 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 ...
-
Personal Financial Counselor
3 weeks ago
Magellan Health Services Atlantic City, United States Full timeThis 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 ...
Certified Financial Planner CFP - New York, United States - Right Executive Search, LLC
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 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: 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