Peoples United Bank New York, NY, USA
May 23, 2017
**Auto req ID:** 8634BR **Posting Title:** Financial Planner - Gerstein Fisher **Job Description:** This position is responsible for providing Gerstein Fisher clients with financial planning recommendations and plans to meet their personal financial and investment needs. Develops comprehensive, integrated, multi-generational financial and investment plans. Develops and coordinates a comprehensive financial planning process for clients that includes joint meetings with Gerstein Fisher and Wealth Management team members, overall recommendations, supported by tactical plans and may include multiple components, such as retirement, estate, investment, and risk management. Conducts in-depth interviews with clients to identify financial data and deliver a financial plan based upon members' risk tolerance, financial goals, objectives, and individual circumstances. Works with clients and Gerstein Fisher team members to monitor and track client progress to ensure the financial and/or investment plan is being properly implemented over time and to implement and modify, as appropriate, based on individual needs and financial circumstances. Provides general financial planning support to the Gerstein Fisher team by acting in the role of a subject-matter expert. Provides simple to moderate estate and personal financial planning technical support. Provides training for team members to raise awareness of financial planning opportunities and issues. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Works closely with internal product teams to coordinate materials and understand the changing elements of the Company's financial services and products. Acquires and applies knowledge of industry products, services, and processes. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. **Job Requirements:** College degree or equivalent experience required. 5 - 7 years relevant experience. Certification/License: CFP® designation and NASD series 6/63 license required. NASD series 7 and 65 and life and health licenses required within one year of hire Additional Job Requirements: Ability to foster and cultivate relationships with prospective and existing customers. Demonstrated ability in providing exceptional, solution driven service to clients. Demonstrated ability in integrating financial planning, tax planning, asset management, and estate planning services by working within a team of professionals. High level understanding of and ability to utilize advanced accounting and financial concepts. Excellent analytical skills are needed to recommend the appropriate products and services to customers. Excellent verbal, written and presentation skills are needed to enhance the organization’s image to prospective customers. Ability to communicate effectively and clearly to employees and a broad range of existing and potential customers and articulate advanced investment concepts in a “client friendly” manner. Self-motivated and able to work independently. Ability to work with a team and share knowledge and skills. Strong ability to assess the quality of planning services delivered and recommend and implement improvements. Ability to acquire and maintain changing product information for all products supported, as well as maintain a broad knowledge of the industry and an ability to keep informed of trends and developments. Innovation and flexibility are essential to meet the demands of an ever-changing market. Ability to conduct business in a highly ethical manner. Excellent Microsoft Excel knowledge. **Employment Type:** Full Time **Address 1:** 565 5TH AVENUE **City:** NEW YORK **State:** NY **Zip Code:** 10017 People's United Bank and its subsidiaries are equal opportunity and affirmative action employers EOE-Females/Minorities/Protected Veterans/Individuals with Disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status or any other legally protected status.