Who we are:
Lenox Advisors provides comprehensive financial planning and wealth management solutions to high net worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships and further build their business. We have an immediate opportunity for a Financial Planner in our Private Wealth Management business. The position is based in our New York office.
What you’ll be doing:
What we’re looking for:
You will have a bachelor’s degree and must have your CFP designation along with 5+ years of experience as a financial planner. Prior experience working with a large client base with direct client interaction on financial planning matters required. You will have a strong understanding of comprehensive estate planning, insurance & risk management, investment management, retirement planning, tax planning, philanthropy and educational planning. You will have technical proficiency in developing customized financial plans and a working knowledge of investment management, asset classes, global market happenings and diversification strategies. You will be detail-oriented with good multi-tasking & follow-up skills, excellent administrative and organizational skills and exceptional oral and written communication capabilities. You will be able to work constructively and collaboratively with a high producing sales team, asset managers and cross-departmental partners.