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Robert Half International Financial Planning Advisor in NEW YORK, New York

Description

Robert Half Financial Services are recruiting for a Financial Planning Advisor role within a boutique Wealth Manager based in midtown Manhattan, New York. Our client requires a Certified Financial Planner (CFP) designation and at least 4 to 7+ years’ in a Financial Planning or Advisor role at a wealth manager or investment advisory firm. This role is initially fully remote however will eventually require at least 1 or 2 days per week the midtown Manhattan New York office

The Financial Planning Advisor would directly service a segment of clients by leading initial discovery sessions, developing financial goals, holding periodic update meetings, and implementing investment strategies developed together with the Senior Advisors. The Financial Planning Advisor is responsible for client service, client education and operational effectiveness.

Responsibilities:

  • Serving as the primary client liaison for their customized asset management plan inclusive of Asset Allocation, Portfolio Construction, Discretionary Management, Cash Management, Income Planning, Retirement Planning, Liabilities Planning and Insurance Reviews.

  • Working with clients to understand risk tolerance, needs and objectives to help craft a financial plan with the support of the Director of Financial Planning. This plan may include Cash Management, Income Planning, Retirement Planning, Philanthropic goals, Liabilities Planning and Insurance Reviews.

  • Working with Senior Advisors on Asset Allocation, Risk Management and Portfolio Construction to build an investment portfolio that is aligned with client needs.

  • Scheduling, preparing for, and conducting periodic client meetings including reviews, analysis, and presentation of the financial plan, investment recommendations and potential estate plan considerations.

  • Developing relationships with centers of influence such as lawyers & accountants to provide a team approach to financial planning.

  • Identifying ways to broaden and enhance client relationships.

  • Educating clients on the added value of financial planning that complements the firm’s traditional asset management relationships.

  • Providing timely and proactive client outreach to educate clients on the implications / opportunities ahead as part of our Wealth Management services.

  • Effectively developing and communicating sophisticated planning solutions on various topics in a concise, understandable manner;

    Requirements

Requirements:

  • Certified Financial Planner with a clean CFP® Board disciplinary record

  • 4 to 7+ years of Financial Planning or Advisor experience in wealth management, investment advisory or estate planning

  • Proficiency with financial planning software such as eMoney or MoneyGuidePro

  • Minimum of a Bachelor’s degree

This Financial Planning Advisor role is located in midtown Manhattan New York so please only apply if you are able to travel to this location at least 1 or 2 days per week, have relevant experience for the role and are eligible to work in the United States. The salary is dependent on experience, however the initial range is $100-120k base plus bonus. If your profile matches the above criteria, please email me directly Trishan Khareghat

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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