Financial Planning Associate

7 days left

New York, New York
Competitive + bonus and benefits.
Apr 23, 2021
May 23, 2021
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification

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

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