Financial Planner jobs in Huntington, NY

Frisch Financial Group is a growing financial planning and investment management firm located in Melville, NY and we are seeking an Associate Financial Planner to join our team. As a fee-only RIA, we always put our clients’ interests first. For the past 20 plus years, we have strived to stand out from our competitors, and we have been consistently recognized as a top tier financial planning & investment management firm. We are a team-oriented firm that is passionate about providing excellent service to our clients. We value honesty and integrity in our work, and we strive to work hard and smart. We have been recognized in the community including Financial Advisor Women’s Choice Award (10 consecutive years), Forbes Top Women Wealth Advisors in NY, Best in State Wealth Advisors – Forbes, Top Ranked Wealth Management Firm – AdvisoryHQ. To find out more about us, please visit our website at frischfinancial.com.

The Associate Financial Planner is responsible for conducting meetings and supporting senior advisors by organizing and preparing client material for portfolio review meetings and prospect meetings, as well as assisting with post meeting follow up. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service.

Is this a role a good fit for you:

• Are you interested in moving from a large firm to a boutique firm?
• Are you interested in being an integral part of a growing firm?
• Are you looking for more than your current company or role provides?
• Are you currently in a sales position but would like a more rounded role

Responsibilities

This position has a diverse and busy schedule with room for growth. A successful candidate will:

• Serve as a critical team member in support of senior advisors working with clients
• Organize and prepare client ready materials, including portfolio review meetings client & prospect meetings
• Attend meetings with clients and senior staff and assist with follow up
• Act as a fiduciary at all times
• Research investment and financial planning projects as needed
• Monitor cash flows, positions, trades, significant asset transfers and changes in client portfolios
• Prepare planning projections using financial planning software
• Work effectively with external professionals including custodians, trustees, accountants and attorneys
• Handle day-to-day inquiries
• Other duties as assigned

Requirements

• 2 years in the financial service or insurance industry with client facing experience
• Strong client service orientation
• Ability to handle sensitive and/or confidential client information
• Excellent writing and verbal communication skills
• Ability to work independently as well as within a team and prioritize tasks appropriately
• Ability to manage your own time
• High attention to detail
• Bachelor's degree
• Either has obtained their CFP designation, is already studying for the CFP exam or demonstrates movement and commitment to attaining the CFP designation

Location

Melville, NY

Salary and Benefits

• The salary range is $75-100K based on experience, plus bonus.
• Health insurance
• 401(k)
• Profit share

Qualified candidates will start the process by having a 15-30 minute phone interview. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments on detail orientation, and a Caliper assessment. A background check will be required.

We are an Equal Opportunity Employer.