Junior Financial Planner

Location
New York City, New York
Salary
Competitive Salary with Discretionary Bonus and Generous Benefits.
Posted
Mar 09, 2021
Closes
May 08, 2021
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred

Wealthstream Advisors, a holistic, independent financial planning RIA in New York City is looking for a junior financial planner to join our collaborative team. Wealthstream has been named as one of the 300 Top Registered Financial Advisers by The Financial Times in 2020, 2019, 2018 and 2017. Our boutique firm focuses on bringing comprehensive expertise and concierge level service to our high net worth client base.

Wealthstream is looking for someone with a passion for financial planning and who has 1-4 years of experience working for an RIA. The ideal candidate has either obtained the CFP® designation already, has passed the CFP® exam, or is in the process of preparing to sit for the exam. CPA designations are also welcome. This position offers significant opportunity for career advancement. To apply, please send an email with your resume and cover letter to hr@wealthstreamadvisors.com.

It is our mission to deliver sound advice and execution to help clients find fulfillment, personally, professionally and financially. We are compassionate and open and will go the extra mile for our clients with a mindset to simplify the complexity that wealth brings. Our core values of Curiosity, Accountability, Continuous Learning, Integrity and Teamwork are deeply rooted in our firm culture.

Wealthstream is an equal opportunity employer.

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