Job Application - World Insurance Associates

Job Posting OPEN

Financial Planner - Staten Island, NY

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Position Summary

  • Financial Planning & Investment Advisory firm seeks an experience financial planner to support an Investment Advisor and Staff. 


Essential Duties and Responsibilities

·       Input data into financial planning and investment software

·       Service and deliver financial planning to client base

·       Administer proprietary investment models and strategies

·       Assist in investment research

·       Create reports, presentations, letters, and other materials for client meetings

·       Identify planning opportunities for clients

·       Service client needs as determined through client interaction. Proactively communicate with clients

 

Qualifications

·       At least 3 years of personal financial planning or investment advisory experience in a broker-dealer or RIA firm

·      Clean U-4 and U-5 history

·       Experience in at least one major financial planning software package      

·       Bachelor's degree required  

·       CFP® or RP® designation a big plus

·       Strong Attention to detail and ability to prioritize responsibilities 

·       Strong computer & social media skills, including Windows, Word, Excel, Adobe and CRM software

·    Strong communication skills