Job Juncture
Certified Financial Planner - Wealth Management - Hybrid
Job Juncture, New York, New York, us, 10261
Overview
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
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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
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