Account Executive - Midtown, NY

Janney•New York, NY

1d•$75,000 - $85,000

About The Position

The Schusterman Group team is seeking a detail-oriented, organized, and motivated team player to join our growing team. This individual will be responsible for working alongside the Financial Advisor Team, handling day-to-day team operations as well as crafting thoughtful financial plans and delivering personalized wealth management advice to select clients. They need to have a strong foundation and understanding around how a financial services team focused on delivering excellent client service operates. What you are good at: Detail Oriented & Driven – Thorough and rigorous attention to all details; Ability to manage multiple high-touch projects simultaneously with precision and accuracy; Takes initiative and ownership in all aspects of role from logistics to processes and is unafraid to get their hands dirty and eager to learn. Communication –Providing excellent verbal and written services to clients and internal team members, including prompt, accurate, and timely attention to detail. Team-Oriented: Must be comfortable collaborating with team members and other departments across the organization.  Problem Solving & Critical Thinking – Thorough and resourceful problem solver with a solutions-based approach to every situation; Proactively takes on challenges with optimism and a helpful attitude. Building Relationships – Meets with existing and new client relationships to identify needs and coordinate the delivery of investment, fiduciary and lending solutions to satisfy those needs (e.g., retirement and estate planning, funding for college, and general investment options). May participate in client meetings to assist in bringing additional assets and strengthening relationships. Financial Planning & Investment Expertise- Possesses deep knowledge of financial planning concepts and tools, investment products and strategies.

Requirements

3+ years of experience in financial planning/investment management.
CFP designation or in the process of obtaining.
Advanced knowledge in financial planning topics, concepts, and strategies.
Strong oral and written communication skills.
Ability to work in a fast-paced, deadline-oriented environment.
Tremendous organization and time management skills.
Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide) and savvy in Excel.
Series 7, 63 and 65 (or 66) required.

Responsibilities

Partner closely with Financial Advisors to learn and support team operations and assist in process improvement initiatives to enhance efficiency, consistency and scalability.
Keep current on market conditions, firm research and available investment products and strategy.
Assist team in executing on their asset allocation and investment strategy.
Prepare and update comprehensive financial plans, analysis and recommendations.
Participate in client meetings and deliver advice to clients.
Proactively follow up on client action items, planning update and service requests.
Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively.