Register
Recruit Create CV
Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
Some similar recruitments
Pwm Director Of Business Strategy
Recruited by Morgan Stanley 9 months ago Address New York, NY, United States
Asset & Wealth Management, Pwm, Pwm Design, Associate - New York
Recruited by Goldman Sachs 10 months ago Address New York, NY, United States
Financial Assistant Jobs
Recruited by Insilico Medicine 10 months ago Address New York, NY, United States
Junior Financial Analyst Jobs
Recruited by Nomura 11 months ago Address New York, NY, United States
Financial Planner Jobs
Recruited by CAPTRUST 11 months ago Address , New Hyde Park, 11042, Ny
Junior Account (Junior Financial Analyst)
Recruited by Daisy 11 months ago Address New York City Metropolitan Area, United States
Financial Advisor/Planner Jobs
Recruited by Moldenhauer & Associates 11 months ago Address , Orchard Park, 14127, Ny
Associate Workplace Planner Jobs
Recruited by Regeneron 11 months ago Address Tarrytown, NY, United States
Junior Financial Analyst Jobs
Recruited by Haymarket Media Group 1 year ago Address , New York, Ny $65,000 - $75,000 a year
Junior Financial Planner Jobs
Recruited by Wealthstream Advisors 1 year ago Address , New York, 10165, Ny $65,000 - $80,000 a year
Financial Planner Assistant Jobs
Recruited by KKI Capital 1 year ago Address , New York, Ny

Financial Planner Jobs

Company

Jefferies & Company, Inc.
Address , New York, Ny
Employment type FULL_TIME
Salary $125,000 - $150,000 a year
Expires 2023-10-03
Posted at 9 months ago
Job Description

We are looking for a highly qualified candidate for a Financial Planner position who is a self-starter with strong organizational, analytical and communication skills. The Financial Planner will work alongside two Managing Director’s of Financial Planning in support of advisory teams nationwide on all Financial & Estate planning functions.

Primary Responsibilities:

  • Train advisory team members on usage of, and best practices for eMoney.
  • Primary responsibility for collection of client financial information and entry into Jefferies financial planning system.
  • Maintenance of connections to custodial firms.
  • Report generation and formatting.
  • Financial planning tools
    • Primary responsibility for collection of client financial information and entry into Jefferies financial planning system.
    • Ensuring that data in planning system is valid and up-to-date.
    • Report generation and formatting.
    • Train advisory team members on usage of, and best practices for eMoney.
    • Maintenance of connections to custodial firms.
  • Ensuring that data in planning system is valid and up-to-date.
  • Planning Resource
    • Act as resource for distribution of financial planning concepts, issues and updates to advisory teams.
    • Oversee other Financial Planning training programs and initiatives as needed.
  • Act as resource for distribution of financial planning concepts, issues and updates to advisory teams.
  • Oversee other Financial Planning training programs and initiatives as needed.
  • Expected to be key member of team driving the growth of financial planning platform for advisory teams.
  • Platform
    • Expected to be key member of team driving the growth of financial planning platform for advisory teams.

Required Background:

The successful candidate will demonstrate:

  • Strong interest in financial planning
  • Strong analytical and technical abilities.
  • Proficiency with Microsoft Office, Power Point, Excel, etc.
  • Basic knowledge of investments and financial markets
  • Familiarity with financial planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning)
  • Fluent Spanish a plus
  • Strong communication and follow-up skills
  • Experience with financial planning software; prior experience with eMoney preferred.

Experience/ Skills :

  • Series 65 Uniform Investment Advisor, OR
  • Series 63 Uniform Securities Agent State Law Exam AND
  • Series 7 General Securities Representative Exam AND
  • 3 to 7 years industry experience
  • SIE – Securities Industry Essentials Examination AND
  • 4-year college degree
  • Series 66 Uniform Combined State Law/ Investment

The salary range for this role is $125,000 - $150,000.