Financial Planning Associate - New York City, New York United States - 20064

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JOB DESCRIPTION

Job #: 20064
Title: Financial Planning Associate
Job Location: New York City, New York - United States
Employment Type:
Salary: $90,000.00 - $115,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Financial Planning Associate - Boutique RIA - 5-50mm level clientele

The firm-

  • Leads with financial planning and investment
  • Provides full suite of comprehensive planning services including trust and estate, philanthropic, income tax, and retirement
  • Works with clients with net worth in the 5-50mm+ range

JOB DESCRIPTION

The position involves-

  • Managing assigned client relationships, actively participating in client meetings and directly responding to client inquiries
  • Researching and communicating financial planning recommendations
  • Analyzing client portfolios and developing asset allocation strategies

QUALIFICATIONS

Requires 3-6 years of experience in addition to a CFP or desire to obtain one