Certified Financial Planner CFP

*Job Description* * *Job Title: Certified Financial Planner (CFP)* * *Location: New York, NY* * *Job Type: Hybrid: 3 days in office/4 during training (Full- Time)* * *Salary Range: $110000-$144000* *About the Company:* Our client is a reputable firm with offices.
The New York team is seeking an experienced Certified Financial Planner dedicated to providing holistic financial planning advice and fostering strong client relationships.
*Duties and Responsibilities:* As a Certified Financial Planner, you will focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, collaborating closely with internal portfolio managers.
Key responsibilities include: * *Relationship Management:* Serve as a primary point of contact for assigned clients, fostering long-term relationships and providing ongoing customer care.
* *Financial Plan Development:* Create comprehensive financial plans tailored to clients' goals and circumstances, covering areas such as income tax planning, risk management, retirement, education, estate planning, and investment planning.
* *Client Service:* Deliver exceptional, consultative client service that exceeds expectations, preparing customized presentations and materials for individual client meetings.
* *Contribution to Company Initiatives:* Participate in company projects and initiatives as needed, occasionally traveling as required.
*Qualifications:* To be successful in this role, you should possess the following qualifications: * 3-5 years of experience in comprehensive financial planning, with a focus on HNW and UHNW clients.
Experience with tax and/or insurance planning is desirable.
* CFP^® designation is required.
* Experience in presenting at or participating in client meetings.
* Strong interest and acumen in financial planning, with a bachelor's degree in finance or related discipline.
* Excellent written and verbal communication skills, with the ability to simplify complex financial concepts.
* Proficiency in financial planning software, preferably eMoney, and Microsoft Office programs, including Excel.
* Detail-oriented, proactive, and able to work effectively in a collaborative team environment.
*Why This is a Great Opportunity:* * Assets Under Management (AUM): $10 billion.
* Thriving and growing firm with potential for continued success.
* Financial Planning Division currently employs 2 dedicated CFP professionals, offering opportunities for growth.
* Recognized on Barron’s list of the Top 100 RIA Firms in the U.
S.
for 2022 and 2023.
* Collaborative and enthusiastic team dedicated to the firm's success.
This role presents an exciting opportunity to join a prestigious firm and contribute to its ongoing growth and success in the wealth management industry.
Job Type: Full-time Pay: $110,000.
00 - $144,000.
00 per year Compensation package: * Bonus opportunities Application Question(s): * Extensive experience serving UHNW clientele with a focus on generational wealth management and preservation is preferred * Candidate must have experience in Banking / Lending/ Financial Services indutry.
Experience: * Financial planning: 1 year (Preferred) * tax and/or insurance planning is desirable: 6 years (Required) * presenting at or participating in client meetings: 6 years (Required) * financial planning software, preferably eMoney: 6 years (Required) * Microsoft Office programs, including Excel.
: 6 years (Required) * comprehensivefinancialplanning, withafocusonHNW&UHNW: 6 years (Required) * Banking / Lending/ Financial Services: 6 years (Required) * Accounting/ Financial Services/ Investing: 6 years (Required) * comprehensiveholisticfinancialplanningwithademonstrated: 6 years (Required) License/Certification: * CFP (Required) * FINRA License (Preferred) * Bachelor’s degree in finance (Required) Work Location: On the road