Wealth Planner
$110,000–$120,000 year
On-site · New York City, New York, United States
Job Summary
Wealth Planner to support the Wealth Advisor in managing client relationships and developing individualized financial plans. Responsibilities include onboarding new clients, handling cash transfers and wires, data maintenance and reporting, conducting client meetings, analyzing data in eMoney, preparing forms and reports, conducting independent research, and building comprehensive financial plans. Must be able to communicate with clients independently, mentor Client Service Associates, and present wealth planning and investment recommendations. Requires working knowledge of eMoney and Salesforce, strong problem-solving, organization, and client-relations skills, and the ability to thrive in a fast-paced environment.
Required Qualifications
- Bachelor’s degree
- Series 65 (to be obtained within three months of hire date)
- 4+ years financial planning, estate planning and/or tax planning/ preparation experience
- Pursuing or has attained a CFP®
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