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Executive Financial Planner

2 months ago

Convent Station, United States The Ayco Company, L.P., A Goldman Sachs Company Full time
Financial Planning Director

Seeking a highly skilled Financial Planning Director to join our team at The Ayco Company, L.P., A Goldman Sachs Company in Morristown, New Jersey. As a key member of our financial planning team, you will be responsible for providing expert financial counseling and full-service implementation to high net worth individuals and executives. Your extensive experience in financial planning, tax preparation, and investments will enable you to develop and implement comprehensive financial plans that meet the complex needs of our clients.

Key Responsibilities:
  • Develop and implement financial plans that address the unique needs of high net worth individuals and executives
  • Provide expert financial counseling and guidance on investment strategies, tax planning, and cash flow management
  • Collaborate with clients to understand their financial goals and objectives, and develop tailored solutions to meet their needs
  • Stay up-to-date on industry trends and best practices in financial planning, and apply this knowledge to improve our services and deliver exceptional results
Requirements:
  • Bachelor's degree or Master's degree in Finance, Economics, Accounting, Business Administration, or related field
  • Five years of experience in financial planning, with a focus on high net worth individuals and executives
  • Proven track record of developing and implementing successful financial plans that meet client needs and objectives
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients
  • FINRA Series 7, 66, and 3 licenses, as well as Life and Health License

We offer a competitive salary range of $100,000 to $150,000 per year, and a dynamic work environment that fosters growth and development. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply.