Financial Advisor - New York, United States - Walsh Employment

    Walsh Employment
    Walsh Employment New York, United States

    2 weeks ago

    Default job background
    Description
    Worth over $10Bn and acknowledged on Barrons prestigious list of the Top 100 RIA Firms in the U.S.

    for both 2022 and 2023, our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach.

    We are now looking for an experienced, client-focused Certified Financial Planner (CFP) to join their busy, successful and growing New York team.

    Certified Financial Planner (CFP)

    New York, NY. (Hybrid 3 days in office/4 during training)$110-140K + bonus and excellent benefits packageTo be successful in this role:

    You will be a confident Certified Financial Planner (CFP) with 3-5 years experience in comprehensive holistic financial planning, and a demonstrated ability to partner with internal stakeholders and High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships.


    Other requirements for this role include:
    Must holds the CFP designationExperience either presenting at or participating in client meetingsExtensive experience serving HNW and UHNW clientele with a focus on generational wealth management and preservation being preferredBachelors degree in finance or related disciplineStrong demonstrated Financial Planning interest, acumen, and judgmentExceptional written and verbal communication skills, including the ability to simplify difficult financial concepts for a non-financial audienceFamiliar with financial planning software; experience with eMoney is a plusTech savvy with proficiency with Microsoft Office programs, including ExcelDetail-oriented, self-starter, takes initiativeTeam player, collaborative, able to work effectively with others, including staff in other network branchesOrganized and able to set prioritiesOf the highest integrity, fiduciary professionalism, and polished demeanorSpecific experience with tax and/or insurance planning is a plus

    Job role and responsibilities:
    As a Certified Financial Planner (CFP) you will focus on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to formulate and implement holistic financial planning advice and partner with internal portfolio managers and external stakeholders


    Job role and responsibilities:


    As a Certified Financial Planner (CFP) you will be responsible for Relationship Management, being a point of contact for a number of clients, holding meaningful conversations and ensuring long-term relationships and ongoing customer care.


    Other responsibilities for this role include:

    Financial Plan development:
    Based on a clients goals and circumstances, create comprehensive and holistic financial plans inclusive of:Defining clients' goals and objectivesIncome Tax PlanningBalance SheetRisk Management and InsuranceRetirement, Education, and Special NeedsCash Flow StatementEstate PlanningInvestment Planning

    Client Service:
    Provide exceptional tailored, consultative client service that exceeds clients' expectationsPrepare customized presentations and materials for individual client meetingsContributing to company projects and initiatives when neededOccasional travel as needed#J-18808-Ljbffr