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Financial Planner

World Insurance Associates
Staten Island, New York
Base, medical benefits, 401k
Closing date
Jul 28, 2021

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Job Role
Financial Planner
Employment Type
Full Time
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Job Details

Financial Planner

Financial Planning & Investment Advisory firm on Staten Island seeks an experienced financial planner to support an Investment Advisor and staff. We will be growing rapidly over the next few years as a result of a merger and need to hire a Financial Planning Associate and an experienced Certified Financial Planner (CFP). This is your chance to play a key role in the future success of our growing organization! Perfect for the experienced planning associate, or Associate Wealth Advisor working at a Wall Street brokerage or RIA firm tired of the commute to Manhattan. Excellent compensation and benefits.

Responsibilities include:

  • Input data into financial planning and investment software.
  • Service and deliver financial planning to client base.
  • Administer proprietary investment models and strategies.
  • Assist in investment research.
  • Create reports, presentations, letters, and other materials for client meetings.
  • Identify planning opportunities for clients.
  • Service client needs as determined through client interaction. Proactively communicate with clients.


  • At least 3 years of personal financial planning or investment advisory experience in a broker-dealer or RIA firm
  • Clean U-4 and U-5 history
  • Experience in at least one major financial planning software package
  • Bachelor’s degree required
  • CFP® or RP® designation a big plus
  • Strong attention to detail and ability to prioritize responsibilities
  • Great people skills
  • Strong computer & social media skills, including Windows, Word, Excel, Adobe and CRM software



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