Certified Financial Planner

3 weeks ago

Hempstead, United States Job Juncture Full time

Job Description

Love your job

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 ( CFP ) who will

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

focus on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and work closely with internal portfolio managers

be a point of contact for a number of clients, holding meaningful conversations and ensuring long-term relationships and ongoing customer care.

based on a client’s goals and circumstances, create comprehensive and holistic financial plans

provide exceptional tailored, consultative client service that exceeds clients' expectations

prepare customized presentations and materials for individual client meetings

contribute to company projects and initiatives when needed

occasionally travel as needed

Requirements

At least a few 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. Specific experience with tax and/or insurance planning is a plus.

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

degree in finance or related discipline

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