Jobs
>
Montclair

    Certified Financial Planner - Montclair, United States - Job Juncture

    Job Juncture
    Job Juncture Montclair, United States

    3 weeks ago

    Default job background
    Description
    Job 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 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

    #J-18808-Ljbffr
  • Heydorn Stone Capital Management

    Financial Planner

    1 week ago

    Heydorn Stone Capital Management Larchmont, United States

    Financial 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 ...

  • Prudential Advisors

    Financial Planner

    1 week 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 ...

  • The Judson Group

    Financial Planner

    3 weeks ago

    The Judson Group Parsippany, United States

    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 responsib ...

  • Right Executive Search, LLC

    Financial Planner

    1 day 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 ...

  • Financial Planner Recruiting, LLC

    Financial Planner

    3 weeks ago

    Financial Planner Recruiting, LLC Franklin Lakes, United States

    My 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 ...

  • Sentinel Benefits & Financial

    Financial Planner

    3 weeks ago

    Sentinel Benefits & Financial New York, United States

    Location 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 Recruiting, LLC

    Financial Planner

    3 weeks ago

    Financial Planner Recruiting, LLC Franklin Lakes, United States

    My 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 ...

  • Adecco

    Financial Planner

    1 week ago

    Adecco New York, United States

    Adecco 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 ...

  • Betterment

    Financial Planner

    4 days 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. ...

  • Adecco

    Financial Planner

    1 week ago

    Adecco New York, United States

    Adecco 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 ...

  • Adecco USA

    Financial Planner

    1 week ago

    Adecco USA New York, United States

    Adecco 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 ...

  • CAPTRUST

    Financial Planner

    3 weeks ago

    CAPTRUST New Hyde Park, United States

    Overview: · WHO are we looking for? · CAPTRUST is seeking a Financial Planner who will deliver high-level service to clients at our firm. The Financial Planner will work closely alongside Financial Advisors to enhance the productivity and quality of services provided to clients ...

  • TD Bank

    Financial Planner

    3 days ago

    TD Bank John, United States

    Job Description · Work Location: · St. John's, Newfoundland and Labrador, CanadaHours: · 37.5Line of Business: · TD WealthPay Details: · We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue w ...

  • Prudential Financial

    Financial Planner

    1 week ago

    Prudential Financial New Jersey, United States

    As 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 ...

  • Sentinel Group

    Financial Planner

    3 weeks ago

    Sentinel Group New York, United States Full time

    Location 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 ...

  • Green Key Resources

    Financial Planner

    3 weeks ago

    Green Key Resources New York, United States

    Responsibilities: 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 ...

  • Entech Network Solutions

    Financial Planner

    4 weeks ago

    Entech Network Solutions New York, United States

    Get ready to be part of something groundbreaking We're seeking top-tier RIA's with a minimum of $25M in transferable AUM to join forces with this innovative Wealth Management company that spent the last 2 years developing software tailored specifically for the wealth management i ...

  • Green Key Resources

    Financial Planner

    3 weeks ago

    Green Key Resources New York, NY, United States

    Responsibilities: 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 ...

  • Northwestern Mutual

    Certified Financial Planner

    2 weeks ago

    Northwestern Mutual Florham Park, United States

    Company 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 ...

  • John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC

    Financial Advisor/Financial Planner

    2 weeks ago

    John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC New York, United States

    The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence. · Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboratio ...