The Financial Planner role supports clients in New York by translating personal financial information into practical, personalized plans for the future. The position focuses on budgeting, savings, investment planning, and long-term goals, with an emphasis on ongoing review and appropriate plan adjustments.
Role Overview
In this Financial Planner position in New York, NY (onsite), you will meet with clients to understand their financial goals and current circumstances. Based on client priorities, income, expenses, and existing assets, you will build and maintain individualized financial plans that address savings, investments, retirement, and cash flow.
Key Responsibilities
- Conduct client meetings to understand financial goals, income, expenses, and existing assets.
- Review financial information to identify planning gaps and where additional support may be needed.
- Create personalized financial plans covering savings, investments, retirement, and cash flow.
- Present investment options and explain applicable risks, costs, and potential outcomes.
- Monitor client plans and recommend updates when circumstances or goals change.
- Maintain accurate client profiles, planning documents, and meeting records.
- Stay current on market developments, financial products, and relevant regulatory requirements.
- Coordinate with tax, legal, and investment professionals when additional expertise is required.
Required Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- Previous experience in financial planning, wealth management, or financial advisory.
- Strong understanding of investment products, retirement planning, and personal finance.
- Analytical capability and confidence reviewing client financial information.
- Clear communication skills and ability to manage client relationships.
- Commitment to accuracy, confidentiality, and professional conduct.
- CFP certification or progress toward the designation is an advantage.
Education
A Bachelor’s degree in Finance, Economics, Accounting, or a related field is required.
Compensation and Location
Location: New York, NY (onsite).
Salary: USD 105,000 to 115,000 per year.
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
About the Opportunity
Financial planning helps individuals make informed decisions with their money and prepare for future needs. This role is designed for a Financial Planner in New York focused on budgeting, savings, investment planning, and long-term financial goals. You will review clients’ financial circumstances, discuss their priorities, and build practical plans aligned with their individual needs. The role also requires sound financial knowledge, discretion when handling personal information, and the ability to explain financial concepts in a straightforward manner.
