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