Financial Planning Specialist
1 day ago
Altfest Personal Wealth Management is seeking a highly skilled Financial Planning Specialist to join our advanced planning team. As a key member of our team, you will play a crucial role in helping Financial Advisors formulate and implement investment and financial planning advice.
This is an excellent opportunity for a motivated and detail-oriented individual to grow their career in a dynamic and analytical environment. If you have a passion for finance and a desire to make a meaningful impact, we encourage you to apply.
Responsibilities- Support advisors with technical financial planning tied to client objectives.
- Assist in creating custom financial plans based on client goals and circumstances.
- Review client portfolios and create a picture of their current composition, then help create a custom portfolio within the firm's guidelines.
- Grow into a specialist and leader in a niche area of investments or financial planning.
- 2+ years of finance experience, with wealth management experience a plus.
- Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus.
- Undergraduate degree in Finance or related areas.
- Strong written and verbal communication skills.
- Detail-oriented and self-motivated.
- Ability to work collaboratively and prioritize tasks effectively.
Altfest Personal Wealth Management offers a competitive compensation package, including a salary range of $80,000-$105,000, plus generous benefits such as fully paid medical, dental, and vision plans, life and AD & D insurance, long-term and short-term disability, and a 401(k) plan.
We are an equal opportunity employer and welcome applications from qualified candidates who share our commitment to excellence and customer service.
-
Financial Planning Analyst
21 hours ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout...
-
Financial Planning Specialist
5 hours ago
New York, New York, United States MDMS Recruiting Full timeJob Title: Financial Planning SpecialistMDMS Recruiting is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Financial Planning and Analysis department, you will play a critical role in providing actionable financial reports and analysis to support management decision-making.Key Responsibilities:Coordinate the...
-
Financial Planning Specialist
1 week ago
New York, New York, United States Altfest Personal Wealth Management Full timeFinancial Planning SpecialistAltfest Personal Wealth Management, a leading independent wealth management firm, is seeking a highly skilled Financial Planning Specialist to join our advanced planning team. This role is designed to provide a challenging and rewarding career path within our financial planning team.Key Responsibilities:Support financial advisors...
-
Financial Planning Specialist
3 days ago
New York, New York, United States Altfest Personal Wealth Management Full timeFinancial Planning SpecialistAltfest Personal Wealth Management, a leading independent wealth management firm, is seeking a highly skilled Financial Planning Specialist to join our advanced planning team. This role is designed to provide career growth opportunities within our financial planning team.Key Responsibilities:Support financial advisors with...
-
Financial Planning Specialist
5 days ago
New York, New York, United States MDMS Recruiting Full timeFinancial Planning and Analysis SpecialistMDMS Recruiting is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our Financial Planning and Analysis department, you will be responsible for providing actionable financial reports and analysis to assist management in steering the financial performance.Key...
-
Financial Planning Specialist
1 week ago
New York, New York, United States Altfest Personal Wealth Management Full timeJob OverviewAltfest Personal Wealth Management is seeking a highly skilled Financial Planning Specialist to join our advanced planning team. As a key member of our team, you will play a crucial role in helping Financial Advisors formulate and implement investment and financial planning advice.This is an excellent opportunity for a motivated and...
-
Financial Planning Specialist
11 hours ago
New York, New York, United States Altfest Personal Wealth Management Full timeJob OverviewAltfest Personal Wealth Management is seeking a highly skilled Financial Planning Specialist to join our advanced planning team. As a key member of our team, you will play a crucial role in helping Financial Advisors formulate and implement investment and financial planning advice.This is an excellent opportunity for a motivated and...
-
Financial Services Professional
4 weeks ago
New York, New York, United States Insight Financial Planning Full timeJob SummaryInsight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key...
-
Senior Financial Planning Specialist
5 days ago
New York, New York, United States Altfest Personal Wealth Management Full timeJob Title: Senior Financial Planning SpecialistAltfest Personal Wealth Management is seeking a highly skilled Senior Financial Planning Specialist to join our team. As a key member of our Financial Planning department, you will be responsible for providing expert advice and guidance to clients on estate planning, wealth management, and financial...
-
Financial Planning Specialist
4 weeks ago
New York, New York, United States My Job Tank Inc. Full timeAt My Job Tank Inc., we're seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial advisory team, you will provide custom strategic financial solutions to our clients, helping them navigate their financial management and operating needs.Develop Financial Models: Collaborate with product managers and senior...
-
Financial Planning and Analysis Specialist
4 weeks ago
New York, New York, United States Trigyn Technologies Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Trigyn Technologies. As a key member of our finance team, you will be responsible for analyzing financial data, developing financial models, and providing strategic recommendations to drive business growth.Key ResponsibilitiesAnalyze financial data and...
-
Financial Planning and Analysis Specialist
3 weeks ago
New York, New York, United States Beacon Hill Full timeFP&A Specialist Job DescriptionWe are seeking a highly skilled FP&A Specialist to join our team at Beacon Hill. As a key member of our financial planning and analysis team, you will be responsible for providing financial guidance and support to our business leaders.Key Responsibilities:Develop and maintain financial models and forecasts to inform business...
-
Financial Planning and Analysis Specialist
2 weeks ago
New York, New York, United States Beacon Hill Full timeFP&A Specialist RoleWe are seeking a highly skilled FP&A Specialist to join our team at Beacon Hill. As a key member of our financial planning and analysis team, you will be responsible for providing critical financial insights and support to our business leaders.Key Responsibilities:Develop and maintain financial models and forecasts to inform business...
-
Financial Planning and Analysis Specialist
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeFP&A Analyst OpportunityCreative Financial Staffing is seeking a highly skilled FP&A Analyst to join our team. As a key member of our finance team, you will be responsible for assisting with the implementation of a new budget software and processes, as well as preparing accurate monthly financial reports.Key Responsibilities:Assist in the implementation of a...
-
Financial Planning Assistant
17 hours ago
New York, New York, United States Creative Financial Staffing Full timeAbout Our ClientCreative Financial Staffing is proud to partner with a boutique investment management firm in Manhattan, serving high-net-worth individuals with over 20 years of experience.Job SummaryWe are seeking a results-driven administrative professional to support the Founder of this growing firm, providing a great opportunity for someone interested in...
-
Financial Planning and Analysis Specialist
3 weeks ago
New York, New York, United States MDMS Recruiting LLC Full timeJob SummaryMDMS Recruiting LLC is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for providing actionable financial reports and analysis to assist management in steering the financial performance.Key ResponsibilitiesFinancial Planning and Analysis:...
-
Financial Planning
4 weeks ago
New York, New York, United States SoHo Dragon Full timeJob OverviewSoHo Dragon, a leading investment bank with a strong presence in New York, is seeking a highly skilled Financial Planning & Analysis Specialist to join its team.Key ResponsibilitiesCollaborate with senior management to develop and implement efficient financial reporting processes, ensuring timely and accurate delivery of financial...
-
Financial Planning Analyst
3 weeks ago
New York, New York, United States Broadridge Financial Solutions , Inc. Full timeJob Summary:Broadridge Financial Solutions, Inc. is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in understanding and maintaining the commission database, working closely with sales executives and senior management to review commissions. You will also be responsible for understanding and...
-
Senior Financial Planning Specialist
2 weeks ago
New York, New York, United States ISS Corporate Solutions Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis professional to join our team at ISS Corporate Solutions. As a Senior Financial Planning Specialist, you will play a key part in developing and implementing financial planning and analysis strategies to support our business growth and success.Key ResponsibilitiesDevelop and...
-
New York, New York, United States M-Logic, Inc. Full timeFinancial Planning and Analysis SpecialistM-Logic, Inc. is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our corporate finance team, you will be responsible for developing and implementing efficient financial and technical reporting in support of business needs.Key Responsibilities:Coordinate the...