Certified Financial Planner

Stacey Braun Associates, Inc. • Full-time • New York, New York, United States • $100k - $150k / year • 3w ago

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.

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