APPLY NOW!
Job title: Financial Planner/CFP, Wealth Management: 1+ Years Experience
Company: Recruitity
Job description: An established and expanding wealth management firm with $7.5B AUM is looking for a FINANCIAL PLANNER/CFP to make an immediate impact by supporting Advisory teams in detailed financial planning.
The ideal FINANCIAL PLANNER/CFP will bring a demonstrated record of multi-tasking projects in a fast-paced environment and the customer-focused attitude to contribute to more than one team.
FINANCIAL PLANNER/CFP RESPONSIBILITIES:
- Support Investment Advisors for Full Lifecycle of Wealth Management
- Develop Plans & Present Detailed Information to Investment Advisors & Clients
- Manage Incoming Requests
- Collaborate with Firm Executive on Financial Planning Strategy
FINANCIAL PLANNER/CFP REQUIREMENTS:
- Successful Experience in Financial Planning/Wealth Management
- Bachelor’s Degree and 2+ Years of Experience
- Entrepreneurial Attitude, Drive, & Grit to Expand Company Success
- CFP Preferred, Series or 65 or 66 Required
FINANCIAL PLANNER/CFP SALARY & BENEFITS:
- Competitive Salary
- Excellent Benefits
- Excellent Growth Opportunities
Expected salary: $70000 – 75000 per year
Location: New York City, NY
Job date: Tue, 15 Jun 2021 22:36:55 GMT
APPLY NOW!
[ad_2]
