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Financial Planning Specialist

Employer
JJ Burns & Company
Location
Melville, New York
Salary
$125,000 - $140,000 + Benefits
Closing date
Mar 14, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

JJ Burns & Company, LLC. is an independent, boutique firm that provides a full range of wealth management services. The Financial Planning Specialist will join a high performance, dynamic team of advisors and professionals responsible for providing high net worth individuals with comprehensive wealth management solutions to help them achieve their financial goals.

The Financial Planning Specialist will collaborate with our Planning Team and Senior Advisors to develop customized Financial Plans. This role will play a vital part in our planning process to help our clients achieve their goals by analyzing cash flow, developing retirement projections, assessing risk management needs, coordinating their estate plan and other complex planning techniques. Additionally, the FPS will work with our Investment and Trading team to analyze and develop customized investment portfolios.

JJ Burns & Company is looking for an experienced CERTIFIED FINANCIAL PLANNER™ who is highly motivated, has a strong attention to detail, good written and verbal communication skills, and can work independently.

Primary Responsibilities:

  • Analyze client data to assess financial planning gaps
  • Develop customized and comprehensive financial plans
  • Consult with Advisors and planners on complex financial planning scenarios
  • Conduct training for planners and Advisors on financial planning topics and changes to legislature

Core Strengths:

  • Strong attention to detail and accuracy, good written and verbal communication skills
  • Comprehensive knowledge of topics related to financial planning
  • Highly motivated, takes initiative, and collaborative team player

Qualifications:

  • CFP® certification required.
  • 5+ Years experience
  • Experience with financial planning software preferred (eMoney, MoneyGuide Pro)

Benefits:

  • Competitive salary and performance-based bonuses
  • Positive work environment

About Our Culture:

Our mission is to build authentic relationships with our clients, as well as our team. Joining our team means joining a supportive and collaborative work environment where your contributions are valued.

Please visit our website to learn more about who we are and our values.

www.jjburns.com

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