The Financial Services Group at Robert Half is representing a leading manager in NYC seeking a Wealth Planning/ Relationship Specialist.
Our client is a $25 Billion manager - They provide investment, wealth management, tax compliance, and other financial advisory services to a ultra-high-net-worth and institutional clients.
Supporting a team of Advisors / PM's
5+ years' experience – CFP preferred, but not required
Gathering, processing, researching, analyzing, and presenting information pertaining to clients' financial plans, including investment management, risk management, retirement planning, income tax planning, education funding, and estate planning;
Developing and maintaining an advanced understanding of investments, insurance, taxation, and estate planning, as well as the company's investment strategies;
Federal and state income tax planning and compliance;
Attending meetings with clients and other outside professionals as support for financial counseling team and preparing written follow-up to client meetings; regularly communicating with clients generally as part of ongoing client relationship management;
Coordination of the management of client portfolios and related client-service requests (e.g., distributions; transfers) with client-service and investment professionals of the firm;
Communicating the full range of the company's services and capabilities to clients and prospective clients;
Identifying new business opportunities and prospects and assisting in the closing process