Associate Financial Planner
Multi-Billion Wealth Management Firm
New York City - Midtown (hybrid schedule)
Overview
Established Independent RIA seeks a Financial Planning Analyst to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.
The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.
Highlights
- Collaborate with and support Financial Advisors as part of a Wealth Planning Team which provides Planning Services to high net worth and ultra-high net worth individuals and families
- Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
- Excellent career growth trajectory within the firm
- Competitive compensation package including a significant base salary, bonus, and benefits
- Hybrid schedule
Requirements
- 1-2+ years Financial Planning or Paraplanner experience
- On track towards CFP designation, or interest in obtaining CFP within a year
- Drive to continuously improve and grow in a collaborative team based environment
- Tech savvy, especially within Excel and financial planning software
