NewYorkRecruiter Since 2001
the smart solution for New York jobs

Wealth Management Associate

Company: NFP
Location: New York
Posted on: December 5, 2019

Job Description:

Who We AreLenox Wealth Advisors (LWA) is a wealth management firm that develops and executes sophisticated financial plans and builds custom investment portfolios for our clients, including individuals, families, trusts, not-for-profit organizations, and business entities. As a subsidiary of NFP Corp., LWA has access to resources and business partners to extend the range and depth of solutions we can offer to clients, from personal risk management to executive benefits to commercial insurance.The Wealth Associate is responsible for supporting Wealth Strategists with fulfilling the day-to-day planning and servicing needs of LWA clients. The primary function of this role is to assist our Wealth Strategists with the timely execution of tasks and strategies related to client financial plans thus ensuring the delivery of a superior client experience on a consistent basis.What You'll Be DoingWork with Wealth Strategists to create reports using eMoney and Microsoft Word/Excel for client meetings and actively participate in those meetings.Discuss any potential opportunities for client recommendations with LWA Wealth Strategists.Maintain and follow-up on client action items after client review meetings.Maintain client website making sure all information is correct and as up-to-date as possible.Work in conjunction with LWA Client Service Associates and clients' key external advisors to gather critical documents to create their financial plan.Work with clients directly providing reviews of their current financial reports, as directed by the Wealth Strategists.Create custom client reports, as needed using Microsoft Word, Excel and PowerPoint.Meet with internal clients (Relationship Managers, investment team, etc.) to review client agenda and action items.Work with Wealth Strategists to create and review agendas and present select financial planning topics at client meetings.Assist with training for Client Service Associates.What We're Looking ForThe successful candidate will hold a Bachelor's Degree and will have one to three years of prior experience in financial services processing new accounts and providing a high level of client service. Previous experience working directly with high net wealth clients on financial matters a plus. The ideal candidate will be proficient in MS Office and will have basic familiarity with financial planning topics and strategies. Good interpersonal skills are crucial to success. You must be good at communicating clearly with clients both verbally and in writing. You will be a proactive self-starter with a personal interest in financial planning. CFP Class enrollment a plus.

Keywords: NFP, New York , Wealth Management Associate, Executive , New York, New York

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Construction Project Manager
Description: Travel required between properties/hotels located in Long Branch, NJ and Brooklyn, NY br JOB SUMMARY:This Project Manager PM position reports to the EVP of Construction and represents the project (more...)
Company: Kushner
Location: New Brunswick
Posted on: 12/10/2019

Tutor Wanted - A Service Manager In Finance Industry Interested In Learning Spanish And French
Description: My objective is to be able to read,
Company: MeetA USD
Location: New Brunswick
Posted on: 12/10/2019

Pricing Manager
Description: The Pricing Manager is responsible for partnering with American Express Global Business Travel Sales Client General Managers to help the business profitably win new business and retain existing business.The (more...)
Company: American Express Global Business Travel
Location: Jersey City
Posted on: 12/10/2019

Property Manager
Description: Main Location: White Plains, NYAdditional Locations: Carmel NY, Westport CT, New Haven CT and Middletown CTDuties and Responsibilities: The Property Manager is a vital role in the company. This position (more...)
Company: Healthcare Trust of America, Inc.
Location: White Plains
Posted on: 12/10/2019

Director Of Marketing And Product Development
Description: SUMMARY:Health Network Labs has an exciting opportunity available for a Director, Product and Marketing to join our team. The Director, Product and Marketing will be responsible for leading the development (more...)
Company: Health Network Laboratories
Location: Allentown
Posted on: 12/10/2019

eCommerce Area Manager
Description: Req ID BR Company Summary Over fifty years ago, Sam Walton started a single mom-and-pop shop and transformed it into the world's biggest retailer. Since those founding days, one thing has remained (more...)
Company: Walmart
Location: Bethlehem
Posted on: 12/10/2019

Observation Unit Medical Director
Description: Observation Unit Medical Director The Department of Emergency Medicine at Rutgers Robert Wood Johnson Medical School, one of the nation's leading comprehensive medical schools, is currently recruiting
Company: Rutgers Robert Wood Johnson Medical School
Location: New Brunswick
Posted on: 12/10/2019

Manager/Director of Product Marketing - Equities
Description: Company Ion Group Ltd - Location Jersey City, New Jersey - Job Type Permanent Description To accelerate ION's market expansion,
Company: Ion Group Ltd
Location: Jersey City
Posted on: 12/10/2019

Restaurant Manager
Description: Who are Chop't Managers br br The future of fast food is now, and leading the journey are our Chop't Managers. Responsible for every salad created and every guest served, they lead their team through (more...)
Company: Chopt Creative Salad Company, LLC
Location: White Plains
Posted on: 12/10/2019

Regional Sales Manager - SignalFx (New York City)
Description: SunIRef:Sales:title Regional Sales Manager - SignalFx New York City Splunk 46 reviews - Trenton, NJ Splunk 46 reviews Read what people are saying about working here. Join us as we pursue our disruptive (more...)
Company: Splunk
Location: Trenton
Posted on: 12/10/2019

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

New York RSS job feeds