Financial Planner
- Employer
- Wall Street Alliance Group
- Location
- New York City, New York
- Salary
- $120k - $200k plus bonus
- Closing date
- Feb 15, 2025
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- 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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