Financial Planning Associate Manager

2 weeks ago


New York, New York, United States MissionSquare Retirement Full time

About MissionSquare Retirement:

MissionSquare Retirement is a prominent organization in the financial services industry, focusing on retirement solutions tailored for public sector employees. Our headquarters are located in Washington, DC, and we are committed to offering portable retirement benefits that facilitate the smooth transfer of retirement assets across various employers. With a robust client base of over 1.5 million participant accounts and 9,000 retirement plans nationwide, we present an excellent opportunity within our Revenue & Sales division.

Role Overview:

The Associate Manager, Financial Planning - NYC position is centered around delivering financial planning seminars and webinars at selected venues throughout New York City. Candidates must possess the Certified Financial Planner designation. Key responsibilities include:

  • Leading departmental initiatives and organizing financial planning seminars
  • Maintaining up-to-date knowledge of NYC Deferred Compensation Plan services and financial market trends
  • Delivering educational seminars on retirement planning and associated subjects
  • Communicating complex concepts and reports effectively to participants
  • Undertaking additional tasks and projects as required
  • Exhibiting flexibility to present outside of standard working hours

Qualifications:

  • 1-3 years of experience in Financial Services
  • Certified Financial Planner (CFP) designation is mandatory
  • Familiarity with retirement plans including 457, 401, 403b, and IRAs
  • Exceptional presentation and interpersonal abilities
  • Comprehensive understanding of NYC Deferred Compensation Plan offerings

What We Offer:

  • Competitive salary and benefits package
  • Incentive programs
  • Flexible working arrangements
  • Wellness initiatives
  • Tuition reimbursement options
  • Opportunities for career advancement
  • Mentorship and community service programs

MissionSquare Retirement is an Equal Opportunity Employer, dedicated to fostering diversity and inclusion within the workplace. We appreciate the diverse talents of our employees and strive to cultivate a respectful and supportive environment. Our mission is to serve communities with excellence.



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