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Financial Planner

Employer
Wall Street Alliance Group
Location
New York City, New York
Salary
$120k - $200k plus bonus
Closing date
Feb 15, 2025
View more categoriesView less categories
Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

We are seeking a Financial Planner with CFP and/or CFA to join our fast-growing team at Wall Street Alliance Group. CFP and/or CFA are a must! You will be responsible for the following:

  • Provide excellent customer service to the firm’s existing wealth management clients.
  • Prepare financial plans according to the firm’s planning philosophy.
  • Present financial plans to firms existing clients as well as prospects.
  • Present financial seminars at various conferences across the USA.
  • Provide portfolio analysis and execute trades using firm's portfolio management technology.
  • Coordinate directly with industry professionals including CPAs, Actuaries, etc. to provide customized client solutions.
  • Meet with firm’s existing clients to provide quarterly portfolio updates and market outlook.

 

THE COMPANY:

Wall Street Alliance Group (WSAG) is a one-stop-shop for financial needs including tax planning, estate planning, wills, trusts, 401k, and retirement.

 

Key Numbers: WSAG achieved significant growth of more than 2400% of AUM over the last 13 years. They have about an 80% conversion rate on new leads.

 

Niche Client Base: Developed a specialization in serving the physician community, which now makes up more than 80% of their client base.

 

Lead Generation Strategy: Positions itself as thought leaders through seminars, conferences, alliances, and media engagement.

 

Work Environment: Working with WSAG offers a more engaging and nimble experience compared to larger bureaucratic firms. Being part of a smaller team allows for more direct involvement, quicker decision-making, and a personal touch, making the work experience both enriching and fulfilling.

 

Hybrid: 2 days in office, 3 days WFH

Experience Range: 5 - 8 Years

Pay Range: $120k-$200k, plus bonus. Pay range is commensurate with experience

 

KEY COMPETENCIES:

  • 5-8 Years of total experience in financial planning or a similar role.
  • CFP/CFA certification is a must
  • Strong interpersonal communication skills and the ability to present in front of large crowds.
  • Series 7 certification along with Series 66 or Series 63 and 65.
  • Bachelor's degree - Finance or economics is a plus
  • Strong analytical and critical thinking skills
  • The ability to work some weekends (conferences)
  • The willingness to call on leads outside of normal working hours (typically in the evening)
  • Ability to build rapport with prospects and current clients

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