Financial Analyst-Wealth Advisor

Recruiter
KForce
Location
New York
Salary
Competitive
Posted
21 Oct 2020
Closes
25 Oct 2020
Contract type
Permanent
Hours
Full time
ResponsibilitiesKforce has a client, a Dynamic, rapidly growing Wealth Management firm located in NYC seeks Financial Analyst – Investment Advisor to provide technical and analytical support for the firm's Senior Advisors. Duties include: Analysis, identification of client needs/obstacles, development of recommendations, investment research and portfolio analysis, and preparation for client/prospect meetings Financial Planning Analyze client assets, income, cash needs, goals Complete cash flow projections with alternative scenarios, including insurance needs analyses * Identify client Financial Planning issues/deficiencies related to Retirement Planning, Estate Planning, Tax Planning, Insurance (Life, Disability and Long–Term Care), and provide recommendations/solutions Execute recommendations/solutions by managing and facilitating implementation of action items Attend client meetings Responsible for meeting preparation, participation, taking detailed notes, and working with Senior Advisor and Operations team to follow–up on outstanding items Run performance reports using Orion and updating drafts of Estimated Net Worth statements in E–Money Prepare periodic reports, statements and other documents as requested by Senior Advisors Portfolio/Investment Management: Provide investment recommendations based on rebalancing and tax loss harvesting opportunities in client accounts Provide recommendations in instances of cash withdrawals/additions; All activities should take into consideration tax implications Review all trades (post–trade) to execution was proper and accurate Review Prior Day Client account transactions Analyze prospect/client outside accounts and create second opinion analyses using Morningstar Direct and additional resources Research and develop new and improved client presentation tools Monitor client investment vehicles/portfoliosSkills Bachelor's degree (in Financial Planning, Accounting or Economics preferred) Big 4 experience highly preferred Experience in Financial Planning, Tax Preparation, Asset Management, or related field CFP Designation preferred; If not already acquired, CFP certification will be required within 2 years of joining firm; Additional certifications are encouraged Skilled in Microsoft Office Suite Strong analytic and communication (written and verbal) skills are a must Detail oriented with ability to multi–task Comprehensive investment knowledge is preferred Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.Kforce is a professional staffing services firm offering Technology and Finance & Accounting jobs with top employers nationwide. We specialize in providing contract, contract–to–hire and direct placement opportunities, with over 50 years of experience in the staffing industry. Kforce offers many consultants comprehensive benefits depending on employment status, including medical, dental, 401(K), life insurance and disability. Our vision is to be "the firm most respected by those we serve."

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