The Financial Planning Advisor would directly service a segment of clients by leading initial discovery sessions, developing financial goals, holding periodic update meetings, and implementing investment strategies developed together with the Senior Advisors. The Financial Planning Advisor is responsible for client service, client education and operational effectiveness.
Serving as the primary client liaison for their customized asset management plan inclusive of Asset Allocation, Portfolio Construction, Discretionary Management, Cash Management, Income Planning, Retirement Planning, Liabilities Planning and Insurance Reviews.
Working with clients to understand risk tolerance, needs and objectives to help craft a financial plan with the support of the Director of Financial Planning. This plan may include Cash Management, Income Planning, Retirement Planning, Philanthropic goals, Liabilities Planning and Insurance Reviews.
Working with Senior Advisors on Asset Allocation, Risk Management and Portfolio Construction to build an investment portfolio that is aligned with client needs.
Scheduling, preparing for, and conducting periodic client meetings including reviews, analysis, and presentation of the financial plan, investment recommendations and potential estate plan considerations.
Developing relationships with centers of influence such as lawyers & accountants to provide a team approach to financial planning.
Identifying ways to broaden and enhance client relationships.
Educating clients on the added value of financial planning that complements the firm's traditional asset management relationships.
Providing timely and proactive client outreach to educate clients on the implications / opportunities ahead as part of our Wealth Management services.
Effectively developing and communicating sophisticated planning solutions on various topics in a concise, understandable manner;
Certified Financial Planner with a clean CFP® Board disciplinary record
4 to 7+ years of Financial Planning or Advisor experience in wealth management, investment advisory or estate planning
Proficiency with financial planning software such as eMoney or MoneyGuidePro
Minimum of a Bachelor's degree
This Financial Planning Advisor role is located in midtown Manhattan New York so please only apply if you are able to travel to this location at least 1 or 2 days per week, have relevant experience for the role and are eligible to work in the United States. The salary is dependent on experience, however the initial range is $90-110k base plus bonus. If your profile matches the above criteria, please contact me on **[email protected]**