Associate Financial Planner

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

Created: 2024-11-05