CERTIFIED FINANCIAL PLANNER® jobs in United States
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First Manhattan · 2 days ago

CERTIFIED FINANCIAL PLANNER®

positionNew York, United States
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$125K/yr - $150K/yr
date5+ years exp

First Manhattan is a privately-held partnership offering investment advisory and wealth planning services. They are seeking a mid-career wealth planner to support and collaborate with the senior wealth planner, focusing on financial planning and portfolio management efforts.

AdviceFinancial ServicesWealth Management
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Comp. & Benefits

Responsibilities

Advising clients on a broad range of financial and estate planning issues, including cash flow management, retirement planning, education planning, risk management, inheritance, charitable giving, multi-generational estate planning and more
Supporting and collaborating with the senior CFP® in the creation of holistic wealth analyses, from the data gathering process up to and including the presentation of those analyses
Involved in portfolio management, which would help him/her to become familiar with the client base

Qualification

CERTIFIED FINANCIAL PLANNER®Wealth planningFinancial planning experienceEMoney experienceTrustsEstate planningClient presentation skillsListening skillsAttention to detail

Required

The CFP® certification is a prerequisite for this position
Five to seven years' financial planning experience in private wealth management
A passion for advising clients on an array of financial and life decisions
Exceptional attention to detail
Excellent client and presentation skills
Experience preparing and presenting wealth analyses to clients
Solid understanding of trusts and estate planning
Empathy, compassion and strong listening skills

Preferred

Currently works at a wealth management firm or in the Wealth Management division of a large bank
eMoney experience strongly preferred
Familiarity with life, disability and long-term care insurance preferred (insurance licenses not required)

Company

First Manhattan

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First Manhattan is a $34B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.
dateFounded in 1964
location
New York, New York, USA
people-size51-200 employees
web-link
https://firstmanhattan.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Zac Wydra
CEO and Portfolio Manager
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Recent News

Business Wire
Adam Yale Joins First Manhattan as Portfolio Manager, Based in Omaha
2026-01-13
Business Wire
Roanoke Asset Management Joins First Manhattan
2025-08-05
Business Wire
Grand-Jean Capital Management Joins First Manhattan
2025-04-01
Company data provided by crunchbase