Certified Financial Planner - Wealth Management - Hybrid

Our client is a thriving wellrespected RIA / Wealth Management firm with offices in NYC and Palm Beach.

The New York team has an opening for an experienced clientfocused Certified Financial Planner ( CFP ) who will

• formulate and implement holistic financial planning advice and partner with internal and external stakeholders.
• focus on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and work closely with internal portfolio managers
• be a point of contact for a number of clients holding meaningful conversations and ensuring longterm relationships and ongoing customer care.
• based on a clients goals and circumstances create comprehensive and holistic financial plans
• provide exceptional tailored consultative client service that exceeds clients expectations
• prepare customized presentations and materials for individual client meetings
• contribute to company projects and initiatives when needed
• occasionally travel as needed

Requirements

• At least a few years experience in comprehensive holistic financial planning with a demonstrated ability to partner with internal stakeholders and High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. Specific experience with tax and/or insurance planning is a plus.
• CFP designation
• Experience either presenting at or participating in client meetings
• Extensive experience serving UHNW clientele with a focus on generational wealth management and preservation is preferred
• degree in finance or related discipline