Top 7 Cfp Jobs in Birch Acres Ny

Wealth Planning Analyst
Rockefeller Capital Management —Saratoga Springs, NY
- $75,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- Office
- Analysis skills
- Health insurance
- Retirement plan
12d
Wealth Planner
Cerity Partners —Saratoga Springs, NY
- $90,000 - $120,000 a year
- Email
- Hybrid work
- Research
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
11d
Vice President, Trust Officer
Ballston Spa National Bank —Ballston Spa, NY
- $88,500 - $157,500 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Paid holidays
- Health insurance
Quick Apply
12h
Private Client Advisor
Key Investment Services, LLC —Schenectady, NY
- $62,400 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
10d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Wealth Planner
Cerity Partners —Saratoga Springs, NY
Receive client calls and resolve questions/issues as needed. Alongside the advisor, the wealth planner will develop individualized financial plans and…
$90,000 - $120,000 a year
11d
Financial Planner
The Vermont Agency —Albany, NY
Willing to study and obtain a Life Insurance license. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored…
$50,000 - $70,000 a year
Quick Apply
5d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for cfp in birch acres ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

cfp jobs near birch acres ny

Financial Planning Analyst jobs in Saratoga Springs, NY

Planner jobs in Saratoga Springs, NY

Occupancy Planning jobs in Remote

Financial Planning Analyst jobs in Seattle, WA

Financial Planning Analyst jobs in Edinburg, TX

Financial Planning Analyst jobs in Rhode Island

Financial Planning Analyst jobs in Moon Township, PA

Supply Chain Analyst jobs in Atlanta, GA

Analyst jobs in St. Louis, MO

Financial Analyst jobs in Kansas City, MO

Vice President jobs in Vermont

Vice President jobs in Columbus, OH

President & Ceo jobs in St. Louis, MO

Vice President jobs in Lebanon, PA

Vice President jobs in Oklahoma City, OK

Wealth Management Client Associate jobs in New York, NY

Client Advisor jobs in Manchester, NH

Client Success Manager jobs in Houston, TX

Client Advisor jobs in Downey, CA

Client Advisor jobs in San Antonio, TX

Wealth Planning Analyst

Rockefeller Capital Management -
Saratoga Springs, NY

Apply Now

Job Details

Full-time
$75,000 - $80,000 a year
12 days ago

Benefits

Health insurance
Retirement plan

Qualifications

Data-driven problem-solving

Full Job Description

About Rockefeller Capital Management:

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position:

The Wealth Planning Analyst is a member of the Global Family Office Wealth Planning Center. The Wealth Planning Center is charged with coordinating the creation and implementation of financial plans for the firms Wealth Advisory divisions. In this capacity, the Wealth Planning Analyst will conduct in-depth data collection, analysis, and data entry with the aim of creating a strong financial plan. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management. This role is a key member of the collaborative, team-centric approach to client service across the firms’ Wealth Advisory divisions.

Responsibilities:

Gather extensive financial information to drive plan creation.
Enter client information into planning software.
Schedule and prepare materials for and participate in client meetings.
Leverage financial data to identify possible solutions to meet client needs and goals.
Engage specialists and partners to address client needs and deliver solutions.
Monitor and update client information and plan changes on a consistent basis.
Develop a broad understanding of all aspects of holistic financial planning, including but not limited to income and estate and gift tax planning and charitable planning.

Qualifications:

Bachelor's degree
CFP® designation preferred or the desire to obtain and/or maintain at least one firm approved designation.
Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
eMoney experience preferred
Strong organization skills and the ability to multitask and reprioritize within tight deadlines.
Excellent communication skills on complex matters, both written and oral
Enthusiastic and positive approach to problem-solving and client service
Strong collaboration and partnership skills
Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk.
Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way.
Minimum of 1-2 years of experience.

Compensation Range:

The anticipated base salary range for this role is $75,000 to $80,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure:

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Apply Now

Refine Your Search

cfp jobs in birch acres ny

Wealth Planning Analyst

Wealth Planner

Vice President, Trust Officer

Private Client Advisor

Relationship Manager – Private Wealth & Tax Solutions

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for cfp in birch acres ny

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected