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Junior Financial Planner

Employer
Wealthstream Advisors Inc
Location
New York City, New York
Salary
Competitive Salary with Discretionary Bonus and Generous Benefits.
Closing date
May 8, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

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.

Company

Wealthstream Advisors is an independent boutique wealth management firm built on meaningful relationships with a select group of clients. Our roots go back to a practice founded in 1996 with the goal of offering comprehensive wealth management services. Today, Wealthstream Advisors offers personalized, in-depth financial planning and unbiased investment management services. We are fiduciaries, bound by law to act in your best interest. Your Wealthstream team has years of experience in the financial industry and has earned designations and credentials, including Certified Financial PlannerTM practitioner, Certified Public Accountant, Chartered Financial Analyst® and Personal Financial Specialist.

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