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Wealth Planning Advisor - Multi-Family Office


Division

Financial Services

 

Location

New York, New York

Employment Type

Permanent

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$2 Billion Multi-Family Office is looking for a Wealth Planning Advisor to join their growing team in NYC. This Advisor will directly support the Partners of the firm in managing client (UHNW/HNW/Institutional) relationships and creating comprehensive/holistic financial plans. 


Compensation : $120000 - $140000
Job ID : 23401

Job Function:

  • Support 2 Senior Financial Advisors in developing and completing comprehensive financial plans for our clients
  • Serving as the primary client contact for issues related to the financial plan
  • Advising Senior Advisors about technology enhancement updates made to financial planning software and evaluating different planning tools
  • Collaborating with and helping to mentor the team Client Services Associate (CSA) to ensure the CSA
  • Keeps track of follow-ups from client discussions
  • Develops an understanding of our planning process
  • Eventually assuming a lead role in planning for specific client segments


Job Requirements:

  • Minimum of a Bachelor’s degree
  • Certified Financial Planning Professional with a clean CFP® Board disciplinary record
  • A minimum of 5 years of hands-on financial planning  
  • Fluency in financial planning and investment topics
  • Experience and comfort with financial planning software (eMoney and MoneyGuide Pro)
  • Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, and CRM applications
  • Excellent organizational, prioritization, problem-solving, and time management skills

 

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

 

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23401

 



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