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Experienced Financial Planner

Employer
Luesink Stenstrom Financial
Location
New York, NY; Remote - preferrably East Coast
Salary
Commensurate with experience
Closing date
Jul 10, 2024

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

Job Details

Experienced Planner: Are you looking to grow your business in an independent environment?
Are you an Entrepreneurial Financial Planner/ Investment Manager
We are looking for another practicing experienced CFP(R) practitioner to join our growing and expanding business.

LSF is a Financial Planning and Investment Management firm with a focus on the personal side of clients to
help them develop and achieve their life goals, grow their wealth and positively impact generations to
come with legacy‐building strategies. We follow a holistic life planning approach.

Education, exposure to healthy money mindsets, and access to strategies will create financial freedom and
peace of mind. Together with our clients, we can truly change the world – one financial plan at a time.
We are continuously learning and trying to improve our clients’ experiences and are open to new ideas. We
have a caring and considerate approach to clients, employees, vendors and other professionals.
We believe that there are 2 sides to money, the technical side and the personal side. The technical
encompasses financial planning services and investment management; the personal side of money drives
the decisions that clients make. To increase our expertise and tools for helping clients make good financial
decisions we joined the Sudden Money Institute and became Financial Transitionists.
Our motivation comes from the satisfaction of helping our clients achieve financial freedom and deep joy in
their lives. We believe in mutual respect and work‐life balance in our firm.

The person who joins our team needs
− To be client-focused and to have the highest ethical standards
− Must have the CFP® designation and at least 10 years of experience
− Is a practicing financial planner, works with their own clients, but is also a Team Player
− Wants to work in an independent RIA firm
− Has entrepreneurial skills and wants to grow into a management position
− Interest in Financial Transition Planning
− Be a thinking partner and collaborator in best client practices and further development of the firm
− A plus would be:
o a background in managing client portfolios yourself (CFA, CIMA)
o to have practiced Pro Bono Financial planning
o to be in the Eastern time zone
o Interest in global financial planning

We offer:
‐ A great-functioning firm with processes and protocols for Financial Planning, Investment Management,
Financial Transitions Planning and Global Financial Planning

- The ability to grow your client base with developed marketing strategies
‐ The ability to better serve your clients through our innovative financial planning practices and our
systemized investment management
‐ To develop into your best professional self through our support, our vast experience and our large
network of other professionals.
‐ An environment open to new ideas and continuously trying to improve our clients’ experiences
‐ A completely virtual working environment
‐ An office address in New York with a place to work or to meet clients

Company

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