Financial Planning Associate
- Employer
- Bridgewater Advisors Inc.
- Location
- New York, New York
- Salary
- Competitive + bonus and benefits.
- Closing date
- May 23, 2021
View more
- Employment Type
- Full Time
- Level
- Entry Level
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
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Job Details
The Associate can expect to focus on the following areas:
- Support Senior Advisors with day-to-day client responsibilities, with the goal to be responsible for as many facets of the relationship as possible (client onboarding, portfolio reviews, trading/portfolio rebalancing, cash flow needs, correspondence with other advisors, preparing decks for client meetings, updating retirement projections, etc.)
- Ensure clients receive swift and thoughtful attention to any ad hoc requests – through your attentive service
- Strive to become better educated and qualified through acquisition of further designations and credentials (CFP®, CFA, CPA, Enrolled Agent, etc.) and daily interaction with other firm team members.
- Actively serve on firm committees to help shape direction of the firm; take responsibility for projects of interest/necessity.
The Associate position requires the following qualifications:
- Desire and ability to work successfully in a small company environment
- Team player, collaborative, able to work with others
- Strong written and verbal communication skills
- Detail-oriented, accurate, organized, able to set priorities and multitask
- Demonstrated commitment to the wealth management profession
- Strong proficiency with Excel
- Bachelor’s degree required
- A minimum of one year experience preferred
- Experience with eMoney a plus
- Experience with Charles Schwab & Company and/or Fidelity account applications and account maintenance documentation a plus
Company
Industry recognized, independent, fee-only wealth management firm located in midtown Manhattan.
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