Financial Planner/Portfolio Manager/Accountant (Woodbury, NY)
compensation: We offer a competitive base salary (based upon experience) plus a bonus based up
As a leader in the Fee-only financial planning industry, we pride ourselves on providing objective, non-commission based wealth management services. Wealth management covers a number of disciplines including investments, retirement planning, income tax planning, estate planning, cash flow management and risk management. As a Financial Planner/Portfolio Manager with our firm, you will apply your excellent wealth management advisory skills to high-net worth individuals and families and small businesses. You will be required to meet with prospects and/or existing clients and gather financial/tax/personal information, produce a personal, comprehensive financial plan that considers cash flow, tax consequences and investments, implement the plan and meet with clients to monitor and adjust the plan.
You must have a solid knowledge base in the financial markets. You will be required to create asset allocation models, risk test such models, research new investment options and strategies, re-balance portfolios and continuously manage and make recommendations on the firm's client accounts.
Your goal will be to develop long-lasting trust relationships with our clients. You will support our growing client base. You will be required to develop your skill set so as to improve your ability to provide the best wealth management services for our clients and be involved in various business development opportunities. You will continue to undergo on-the-job training to supplement your existing knowledge in the wealth management field.
Minimum Job Requirements:
The ideal candidate has 3 or more years of experience as either as financial planner, accountant, estate tax attorney or financial advisor developing long-term relationships with affluent clients. A CFP, JD, CPA, MBA or other related professional certification is strongly preferred. The candidate will need intelligence, a disciplined work ethic, executive presence, interpersonal skills, and a strong team orientation.
We offer a competitive base salary (based upon experience) plus a bonus based upon firm production and an additional bonus based upon business origination. We also offer personal health benefits and a 401k retirement plan.
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