The person filling this role will work closely with the Managing Partner and Client Services Director to empower our clients to live fully by helping them with all aspects of their financial lives. This position provides an opportunity to have an immediate impact on clients while also developing the skills needed to manager the firm. We are highly selective in choosing team members and seek a unique individual who has a driving passion for engaging with and taking care of people and an interest in financial planning and investment management. We are a well-established firm with over 20 years of experience.

The Job

As a Financial Planner, your primary role will be to support the Managing Partner with developing financial plans and investment presentations for new and existing clients.

Requirements:

• Bachelor’s degree (in Financial Planning, Economics or Business preferred)
• Preference goes toward candidates who’ve begun CFP studies
• Must study for series 65
• Must study for CFP and enroll in courses

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• Larchmont, NY 10538: Relocate before starting work (Required)

Work Location: In person