Job Posting CLOSED
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