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Financial Planner
New York, NY
COMPANY INFO Imagine being part of a team that has helped people achieve financial security for more than 155 years. A team that has earned a place on Fortune's Most Admired Companies list. Our mission is to assist our clients in meeting their goals through long-term asset accumulation, preservation and distribution strategies. We build client relationships based on trust, professional advice, continual communication and prompt personal service. We assist our clients in setting and monitoring financial goals and keeping them informed throughout the planning process. JOB DESCRIPTION As a Financial Planner, you will be responsible for attracting high-net worth clients by building trust and working with our team of professionals to provide prudent investment/retirement planning strategies.
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