Private Wealth Financial Planner in New York, NY

Greenspring Advisors; New York (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) Plan with employer match

Sabbatical after 7 years

Paid Short-Term and Long-Term Disable.

Paid Group Life Insurance

Employee Assistance Program

Annual professional development stipen

Matching Charitable Gifts Program

Dual monitors

Job summary

Greenspring Advisors in New York City is seeking a Private Wealth Financial Planner entry-level professional to support Advisor Teams. You will attend meetings, assist in financial planning tasks, and learn to communicate planning concepts while building client relationships.

Starting base salary ranges from $75,000 to $90,000 with potential relocation bonus. After onboarding, some days may be work-from-home per manager approval; travel to HQ/client meetings expected.

Qualifications

• Bachelor’s degree in a financial field.
• ≤2 years business experience preferred.
• Authorized to work in the U.S. and within commuting distance of NYC.
• Excellent communication and client service skills.

Responsibilities

• Attend initial prospective client meetings and help with onboarding new clients into the firm
• Regularly attend client meetings and assist in meeting prep and execution of planning tasks
• Work with Lead Advisors to determine the best investment strategy based on risk tolerance and goals
• Learn to assess clients’ assets, liabilities, cash flow, insurance, tax status, and objectives to build comprehensive plans
• Trade client portfolios for rebalancing, raising cash, investing cash, and tax loss harvesting
• Engage in firm committees and assist in research.

Skills

Client relations

Communication

Interpersonal skills

Self-starter

Team collaboration

Education

Bachelor's degree in Financial Planning, Finance, Economics, Accounting, or related field

Tools

Salesforce

eMoney

Holistiplan

Copilot

Morningstar

Microsoft Office

Job description

New York City, NY – full-time position, on-site

Candidates must be authorized to work in the U.S. and be located within commuting distance of New York City, NY.

Purpose

At Greenspring, our Core Purpose is to “help every person live their ideal life,” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:

• Own your future with defined career paths and tools, coaching, and support to help you create the future you want
• Thrive in a great culture where you’ll be a part of a team of people who are committed to each other’s success
• Make a lasting impact on the lives of our clients through the camaraderie of working for a common goal with your peers

The Private Wealth Financial Planner is an entry-level position that will work within our Private Client Group, supporting their assigned Advisor Team. The individual will spend most of their time attending and observing meetings and completing and/or delegating workload to client service and financial planning specialists, while learning how to communicate financial planning principles to new and existing clients and building relationships.

This role is critical to setting and maintaining high service standards for the firm, creating positive client experiences, and fostering a culture of teamwork and collaboration.

Responsibilities

The responsibilities listed below are intended to describe the general nature and level of work being performed; it is not an exhaustive list of all responsibilities, and additional duties may be assigned.

• Attend initial prospective client meetings and help with onboarding new clients into the firm
• Regularly attend client meetings. Assist in both meeting preparation and the execution of financial planning-related tasks.
• Work directly with the Lead Advisors to determine the best investment strategy for clients based on risk tolerance and goals
• Under the guidance of the Lead Advisors, learn how to assess clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish and execute comprehensive financial plans
• Trade client portfolios for purposes of rebalancing, raising cash, investing cash, and tax loss harvesting.
• Engages in firm committees and assists in research.

Specific Measures of Success

• Responsive to requests and resolves open tasks and inquiries
• Proactively eliminates obstacles before they become issues
• Demonstrates efficiency by leveraging firm resources and tools
• High degree of pride in the accuracy and quality of your work product
• Builds new relationships with prospects and centers of influence

Job Requirements

• < 2 years of business experience is preferred.

Education

• Bachelor’s degree required. Degree in Financial Planning, Finance, Economics, Accounting, or related field preferred.

Skills and Knowledge

• Basic level of understanding of a variety of financial planning concepts, practices, and procedures
• Highly relational with clients and teammates
• Focused on client needs and customer service at all times
• A self-starter who is entrepreneurial, assertive, proactive, and independent
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication skills
• Demonstrated problem-solving abilities
• Ability to excel in a fast-paced, changing environment
• Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, eMoney, Holistiplan, Copilot, and Morningstar is a major plus.

Requirements/Additional Information

• Starting base salary range: $75,000-$90,000. This position may be eligible for a relocation bonus.
• Within 2 years in the role, they should work towards obtaining their CERTIFIED FINANCIAL PLANNER ™ designation. Should pass the CFP ® Board Exam within the first year.
• The first 90 days of employment will include an onboarding/training program
• After the first 90 days and with the manager’s approval, the Candidate may be eligible to work from home for a specified number of days per month
• Some periodic travel to the company HQ and client meetings should be expected

We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including:

• Health, Dental, and Vision Insurance Offered
• Health Savings Accounts and Flexible Spending Accounts
• 401(k) Plan with employer match and discretionary profit-sharing contributions
• GREEN Units (phantom equity ownership in the firm after two years)
• Sabbatical after 7 years of service
• Paid Short-Term and Long-Term Disability Insurance
• Paid Group Life Insurance
• Employee Assistance Program
• Free financial planning and investment advice
• Annual professional development stipend for continuing education, courses, conference attendance, etc.
• Matching Charitable Gifts Program
• Dual computer monitors and team engagement events

Greenspring is an Equal Opportunity Employer. It is the policy of the Company to provide equal opportunity for all employees and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. This policy also prohibits employees from harassing any other employees for any reason including, but not limited to, race, religion, sex, national origin, age, or disabled status.