Senior Wealth Strategy Associate Job In New York City, NY, United States On EmploymentCrossing

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Job Details

Job Title
Senior Wealth Strategy Associate

Job Profile
Senior Wealth Strategy Associate
Duties: Will report directly to the Branch Manager. Develop various wealth management plans and strategies (e.g., financial plans, investment plans, etc.). Build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm and knowledge of financial planning, tax and investing strategies, insurance, pension plans, estate plans and cash flow management. participate with Financial Advisors in client conversations to gain information needed to develop tailored plans and present planning recommendations. prepare financial plans and investment strategies for clients and actively participate in presenting proposals to clients. Will have expertise in financial planning and investment strategies. are analytic, detail and service oriented. effectively communicate information and are a team player.

Experience
7 yrs required

Additional Information
Job Reference #90819BR

Job URL
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Location: USA-NY-New York City

Posted on
Apr 13,2013

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