Stacey Braun Associates is an institutional asset management and fee based financial planning firm. The firm is a Registered Investment Advisor, has over $5 billion in assets under management and provides financial planning services to mostly high middle income professionals.
The firm is seeking a Certified Financial Planner (CFP®). Position entails meeting with clients to assist them with all aspects of financial planning: retirement planning, investment/asset allocation, insurance analysis, estate planning, education funding, debt/budgeting, tax planning, etc.
Also considering applicants for contract work throughout New York State excluding New York City.
Requirements:
• Certified Financial Planner Designation
• Knowledge of financial markets
• Excellent communication skills
• Travel required (mostly in NY)
Knowledge, Skills, and Core Strengths Needed:
• Strong interpersonal, writing, and analytical skills with the ability to present
• Highly motivated, takes initiative, and collaborative team player; strong desire to learn
• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Comprehensive knowledge of topics related to financial planning
• Ability to adapt quickly within an evolving firm and industry
• NY Life and Health Insurance License a plus
Salary commensurate with experience ranging between $100k to $150k.
