Elite Wealth Planner for UHNW Families

Corient; New York (NY); On-site; USD 80,300 - 120,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Professional Designations

Flexible Spending Accounts

Job summary

A wealth management firm in New York seeks a motivated individual with 3-5 years of wealth management experience to analyze client financial situations and prepare comprehensive financial plans. The ideal candidate holds a Bachelor's degree in finance and possesses strong communication and project management skills. This role involves collaborating with senior team members and requires a solid understanding of tax and estate planning. Benefits include a competitive salary and a supportive work environment.

Qualifications

• 3-5 years of wealth management experience, preferably in the ultra-high net worth market.
• Strong understanding of tax, investments, and estate planning.
• Professional business acumen and enhanced communication skills.

Responsibilities

• Collect and analyze client financial information to understand their goals.
• Prepare charts and visual aids for client meetings.
• Input data and prepare financial plans for review.

Skills

Wealth management experience

Strong understanding of tax planning

Investment research skills

Analytical skills

Communication skills

Project management skills

Education

Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration

CFP® designation

Tools

eMoney for planning software

Job description

A wealth management firm in New York seeks a motivated individual with 3-5 years of wealth management experience to analyze client financial situations and prepare comprehensive financial plans. The ideal candidate holds a Bachelor's degree in finance and possesses strong communication and project management skills. This role involves collaborating with senior team members and requires a solid understanding of tax and estate planning. Benefits include a competitive salary and a supportive work environment.