Wealth Management Associate

Dynamics Executive Search; New York (NY); On-site; USD 50,000 - 115,000; Full time

Job summary

A prominent recruitment firm is seeking a Wealth Management Associate to enhance relationships with high-net-worth clients in New York. The role focuses on developing tailored financial plans and ensuring a top-notch client experience while collaborating with internal teams. Ideal candidates possess at least 4-7 years of experience in financial planning and a CFP designation. This full-time position offers a competitive salary and growth opportunities in the investment management sector.

Qualifications

• 4-7 years of experience in financial planning required.
• Strong knowledge of investment products and financial planning strategies.
• CFP designation preferred.

Responsibilities

• Build relationships with HNW clients and assess their financial needs.
• Develop customized financial plans including tax-efficient strategies.
• Maintain client relationships through regular communication.

Skills

Interpersonal skills

Communication skills

Networking

Education

Certified Financial Planner (CFP) designation

4-7 years of experience in financial planning

Tools

Microsoft Office

Junxure

Job description

Direct message the job poster from Dynamics Executive Search

• Build strong relationships with HNW clients to assess financial needs, goals, and risk tolerance.
• Manage client meetings including all meeting preparation, participate in client meetings, capture notes for CRM and follow up communication.
• Develop and implement customized financial plans, including investment strategies, retirement planning, tax-efficient wealth management, and estate planning.
• Maintain and enhance client relationships through regular communication and portfolio reviews.
• Proactively identify opportunities to grow your book of business by networking, referrals, and prospecting.
• Stay up to date with industry trends, market conditions, and financial regulations.
• Collaborate with internal teams to ensure seamless client experience.

Qualifications:

• 4-7 years of experience in financial planning, wealth management, or a related field required
• Certified Financial Planner (CFP) designation or currently in the process of obtaining CFP certification preferred.
• Strong knowledge of investment products, financial planning strategies, regulatory requirements, estate planning, retirement planning, tax-efficient strategies, and insurance required
• Excellent interpersonal and communication skills with a client-first approach.
• Ability to work independently while also collaborating with a team.
• Series 65 or 66 licenses preferred.
• Experience with the Fidelity custodial platform is a plus.
• Experience with Microsoft Office; excel, word, powerpoint, google docs
• Strong technology skills in video chat, google docs, and Junxure is a plus

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Marketing, and Customer Service

• Industries

  Investment Management, Capital Markets, and Financial Services

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