Financial Planning Analyst

1 week ago


New York, New York, United States GemHarvest Executive Recruiting Full time

Financial Planning Role

About GemHarvest Executive Recruiting

We are seeking a skilled Financial Planning Analyst to collaborate with our team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele.

Key Responsibilities

  • Collaborate with Financial Advisors to provide planning services to high net worth and ultra-high net worth individuals and families
  • Support a team-based culture with a focus on forward thinking and planning-driven growth
  • Contribute to a robust client service team and professional management
  • Participate in a hybrid schedule

Requirements

  • 1-2+ years of experience in Financial Planning or Paraplanning
  • On track towards CFP designation or interest in obtaining CFP within a year
  • Drive to continuously improve and grow in a collaborative team-based environment
  • Tech savvy, especially in Excel and financial planning software

What We Offer

  • Competitive compensation package including a significant base salary, bonus, and benefits
  • Excellent career growth trajectory within the firm


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