Who you’ll work with:

Third Eye Associates is a fee-only, boutique, Registered Investment Advisor (RIA) planning firm, based in New York’s beautiful Hudson River Valley. We are in search of our newest Financial Planner (ideally with a CFP®) to join the firm’s progressive team. You would be the seventh member of the team working with their 220+ client households.

This team works collaboratively from a foundation of integrity, delivering exceptional service to their clients.

To encourage and support work-life balance, we currently offer a 36-hour work week with the intention to go to a four-day work week by next year. We work with many small business owners, the LGBTQ community, and clients experiencing life transitions. There is an emphasis on cash flow planning and life planning for clients.

You’re a great fit if:

You have a minimum of 3-5 years of experience working in the financial planning industry and could jump into a client meeting tomorrow and present their financial plan. But don’t worry, our team will spend time training you in our methods and ways of doing things so you can feel confident in delivering our level of service.

You must live in or within a reasonable commute to Red Hook, NY (Hudson Valley). Most of our team works a hybrid schedule with three days in the office.

If you are passionate about helping people and know the true value of financial planning, we want to hear from you! You must either be a CFP® already or be a candidate willing to sit for the exam soon.

You do not need to worry about searching for business in this role, but if that is something you would like to pursue, we will fully support you!

Responsibilities (may include but not limited to):

Actively participate in client meetings with lead advisor, present your work, take notes, and follow up on tasks
Facilitate the financial life planning process with clients
Use eMoney & Money Tree to create cash flow projections and financial plans
Present financial plans to clients
Assist clients in implementing their financial plans
Conduct portfolio reviews with clients
Engage with team to maintain alignment on client progress, current actions, and workflow management
Become trained in higher-level problem solving and client relationship management responsibilities

Qualifications:

Minimum of 3-5 years of experience in the financial services industry
Bachelor’s degree in a related field
Experience with financial planning tools such as eMoney, Money Tree, and Redtail
Series 65 or CFP®
Strong verbal and written communication skills
Must be legally eligible to work in the United States
Must be able to pass a background check

Compensation:

$80,000-$100,000 DOE plus revenue share/profit sharing plan
Two weeks PTO, in addition to 12 paid holidays and 5 sick days
Company-provided life insurance
Medical stipend

Third Eye Associates, Ltd jobs

Financial Planner