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



·       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

This description is not meant to be all-inclusive.  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within the full job description (which will be provided upon interview) are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.