Certified Financial Planner

4 weeks ago

New York, United States Right Executive Search, LLC Full time
Job DescriptionJob Description

Certified Financial Planner (CFP)

Wealth Management

New York, NY. (Hybrid 3 days in office)

Compensation: $130k-$170k base plus bonus ($200k "all in" potential)

 

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 to formulate and implement holistic financial planning advice and partner with internal and external stakeholders.

 

Duties and Responsibilities of the Certified Financial Planner (CFP):

The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Responsibilities include:

· Relationship Management: Be a point of contact for a number of clients, holding meaningful conversations and ensuring long-term relationships and ongoing customer care.

· Financial Plan development: Based on a client’s goals and circumstances, create comprehensive and holistic financial plans inclusive of:

- Defining clients' goals and objectives

- Income Tax Planning

- Balance Sheet

- Risk Management and Insurance

- Retirement, Education, and Special Needs

- Cash Flow Statement

- Estate Planning

- Investment Planning

· Client Service: Provide exceptional tailored, consultative client service that exceeds clients' expectations

· Prepare customized presentations and materials for individual client meetings

· Contributing to company projects and initiatives when needed

· Occasional travel as needed

 

Qualifications of the Certified Financial Planner (CFP):

· 7 plus 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. Significant estate planning is required.

· Holds the 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

· Bachelor’s degree in finance or related discipline

· Strong demonstrated Financial Planning interest, acumen, and judgment

· Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts for a non-financial audience

· Familiar with financial planning software; experience with eMoney is a plus

· Proficiency with Microsoft Office programs, including Excel. Tech-savvy.

· Detail-oriented, self-starter, takes initiative

· Team player, collaborative, able to work effectively with others, including staff in other network branches

· Organized and able to set priorities

· Of the highest integrity, fiduciary professionalism, and polished demeanor

 

Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow

Company DescriptionRelationship driven executive search services with an emphasis on matching...
"The Right Candidate for the Right Position... Right from the Start"​.

Right Executive Search is a woman-owned, boutique executive search firm that specializes in placing professionals in the financial services, fintech, and professional services industries. Our geographic focus is the Tri-State Area (NYC, NJ & CT) but we have a strong national presence as well.

We have built strong and trusted relationship with both Fortune 500 companies as well as smaller and rapidly growing firms. Our direct financial services background has given us access to many talented professionals & has made networking & referrals our primary source for candidates.

Placing the right person in the right position is personal to us. RES upholds a commitment to integrity, honesty & professionalism in Recruiting. Clients & Candidates will benefit not only from our experience & expertise but the value we place on our relationships.

We love what we do and it is evident in our people, process, and of course our results

*Additional Information:
-Specialties:

Industries: Financial Services, FinTech, Professional Services

Finance: Accounting, Analysts, FP&A, Controlling, CFO
General: C-Suite/Executive Level, Investments, Managerial, Strategy, Operations, Product Management, Project Management, Trading, Wealth Management, Information Technology
Human Resources: Generalist, HR Management, Recruitment
Sales: Account Management, Business Development, Relationship, Sales (Individual Contributor), Inside Sales, Sales Management/Leadership
Support: Admin, Exec, Sales & Trading Assistant, Client ServiceCompany DescriptionRelationship driven executive search services with an emphasis on matching...\r
"The Right Candidate for the Right Position... Right from the Start"​.\r
\r
Right Executive Search is a woman-owned, boutique executive search firm that specializes in placing professionals in the financial services, fintech, and professional services industries. Our geographic focus is the Tri-State Area (NYC, NJ & CT) but we have a strong national presence as well. \r
\r
We have built strong and trusted relationship with both Fortune 500 companies as well as smaller and rapidly growing firms. Our direct financial services background has given us access to many talented professionals & has made networking & referrals our primary source for candidates. \r
\r
Placing the right person in the right position is personal to us. RES upholds a commitment to integrity, honesty & professionalism in Recruiting. Clients & Candidates will benefit not only from our experience & expertise but the value we place on our relationships.\r
\r
We love what we do and it is evident in our people, process, and of course our results\r
\r
*Additional Information:\r
-Specialties:\r
\r
Industries: Financial Services, FinTech, Professional Services\r
\r
Finance: Accounting, Analysts, FP&A, Controlling, CFO\r
General: C-Suite/Executive Level, Investments, Managerial, Strategy, Operations, Product Management, Project Management, Trading, Wealth Management, Information Technology\r
Human Resources: Generalist, HR Management, Recruitment\r
Sales: Account Management, Business Development, Relationship, Sales (Individual Contributor), Inside Sales, Sales Management/Leadership\r
Support: Admin, Exec, Sales & Trading Assistant, Client Service

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