Financial Planner Salary in New York, NY

Make a bigger differenceWORKING WITH US At The Jewish Board, we don't just make a difference - we make a bigger difference as we serve 45,000 New Yorkers every year. Join our dedicated team that's been helping communities across New York City for almost 150 years and see just how big of a difference you can make. IF YOU JOIN US, YOU'LL HAVE THESE GREAT BENEFITS: • Generous paid time off in addition to 15 agency holidays and 15 sick days • Affordable and high-quality medical/dental/vision plans • Tuition assistance and educational loan forgiveness • Free continuing education opportunities • 403(b) retirement benefits and a pension • Flexible spending accounts for health and transportation • 24/7 Accessible Employee Assistance Program • Life and disability insurance • Diversity, equity, and inclusion working groups that are available for you to join, including Confronting Structural Racism (COR), Coalition Against Anti-Semitism (CAAS), and the LGBTQ Steering Committee POSITION OVERVIEW The Case Planner works with the entire family in evidenced based or non-evidenced based model programs. The Case Planner makes safety-focused assessments of the child and family, and provides counseling services, advocacy and refers for concrete services to help stabilize the environment, improve family well-being, and to reduce the future need for child welfare involvement. CORE COMPETENCIES for the Position include the following: • Advocate for cultural racial, gender equity and diversity; utilize families' cultural values and strengths • Empower families to solve their own problems • Collaborate with communities to provide resources for families • Use empathy as an engagement tool • Push to get work done timely • Use supervision as a vehicle for guidance and support KEY ESSENTIAL FUNCTIONS: • Assess and address any safety and risk concerns related to children's health, safety and well-being. • Evaluate living conditions of clients through home base contacts. • Provide supportive case work counseling to children and family members. • Identify and provide access to specific concrete services and community resources, when necessary or requested • Collaborate with external resources in the family's ecology e.g. school, medical provider, mental health providers, CPS worker, probation, extended family and community members, etc. • May conduct specialized groups for children, adolescents, parents, etc. • Attend conferences at ACS offices and other community based meetings. • Complete weekly progress notes in CONNECTIONS and enter data into PROMIS • Complete and update timely Family Assessment Service Plan Reports (FASP). • Attend ACS and JB trainings as required. • Carry caseload size as identified by program service model. • Assess and refer children and families to supportive and concrete services, i.e. mental health, substance abuse, housing, financial assistance, legal, etc. • Participates in internal and external continuous quality improvement projects. • Monitor children regarding their medical needs, such as compliance with periodic physicals and immunizations • Participate in Family Team Conferences (FTCs) EDUCATIONAL / TRAINING REQUIRED: • Bachelors or Masters level degree in Psychology, Social Work, Counseling or a related subject. Travel in the community and home-based work. Evening hours are required, on occasion. PREFERRED REQUIREMENTS: Bilingual/bicultural. Prior experience working in the child welfare system or with children and families. Ability to work as part of a team. We respect diversity and accordingly are an equal opportunity employer that does not discriminate on the basis of race, color, creed, religion, national origin, alienage, citizenship status, age, disability, sex, gender, gender identity or expression (including transgender status), sexual orientation, marital status, partnership status, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.This applies with respect to recruiting, hiring, placement, promotion, transfer, training, compensation, termination, assignments, benefits, employee activities, access to facilities and programs, and all other terms and condition of employment as well as general treatment during employment. We will endeavor to make a reasonable accommodation to the known physical or mental limitations of qualified employees with disabilities, without regard to any protected classifications, unless the accommodation would impose an undue hardship on the operation of our business. Any employees who need assistance to perform their job duties because of a physical or mental condition should contact human resources. Other details Job Family Direct Care [200s] Job Function Misc Professionals Pay Type Hourly Employment Indicator 8857 - Case Worker - Social Services - Traveling Required Education Bachelor's Degree

About Gap Gap has always been about optimistic American style. Starting with our very first store on Ocean Avenue in San Francisco, opened almost 50 years ago by Doris and Don Fisher. The thread that’s run through those five decades is the phenomenal people that make up our brand – our employees and our customers. People who are rooted in the legacy that makes Gap what it is, but who are also focused on the future. People who want to leave the world better than they found it. We’ve built our brand on staying true to our roots while always being out in front of what’s next. If you want to be part of an iconic American brand, and help lead the way for where we’re headed, we’d love to have you join us.About the RoleIn this role you will be a part of the Inventory Management team that brings the financial strategy of our product vision to life by managing the largest financial asset of the company: our product itself. As Merchandise Planner, you will drive the success of one or more product categories by creating a financial roadmap and marrying it to brand strategy and customer needs. You are passionate about using your qualitative and quantitative skillset in a fashion retail environment and find joy and creativity in forecasting and financial planning. You are curious, innovative, and focused on executing an amazing customer experience while delivering/exceeding financial targets. Strong analytical and storytelling skills will serve you well, and a collaborative mindset is a must.What You'll Do Analyze historical data and current trends to identify risks and opportunities by division and department Create preseason sales, gross margin and inventory plans by division and department that support product strategies Reconcile top down to bottom up division/department plans Present financial forecast and supporting action plans in open to buy meeting Reforecast sales and manage inventory for all basic styles to meet department financial goals Communicate financial results and forecasts to manager and cross functional team on a weekly basis Develop and maintain effective working relationships with members of cross functional team (Merchandising, Visual, Production, Distribution, Planning and Company Planning), setting expectations around prioritization and best practices around key deliverablesWho You Are Must love Excel, have advanced technical skills, and be systems savvy Believe in the Power of Team; builds constructive and effective relationships with a broad and diverse group of business partners Possess strong business acumen and strategic agility, able to handle many projects simultaneously while effectively prioritizing workload Demonstrate strong listening, written and oral communication skillsBenefits at Gap Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees. One of the most competitive Paid Time Off plans in the industry.* Employees can take up to five “on the clock” hours each month to volunteer at a charity of their choice.* Extensive 401(k) plan with company matching for contributions up to four percent of an employee’s base pay.* Employee stock purchase plan.* Medical, dental, vision and life insurance.* See more of the benefits we offer. *For eligible employeesGap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.Salary Range: $79,800 - $105,800 USDEmployee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.US CandidatesPlease note that effective, June 30, 2022, Gap Inc. will no longer require any of its employees to wear face masks or require proof of COVID vaccination, unless required by local or state/provincial mandates or as part of Gap Inc's quarantine guidelines after being exposed to or testing positive for COVID. Therefore, please disregard any language in any job posting that refers to Gap Inc.'s face mask and proof of vaccination policy as said policy is no longer effective.

DESCRIPTION Shopbop is looking for an innovative, results-driven Assistant Merchandise Planner with an entrepreneurial spirit to drive high revenue growth. The Assistant Merchandise Planner will support the planning teams in the daily management of a department. The successful candidate must be able to move beyond applying standard templates for solving problems by supporting the team with creative, innovative ideas that can be translated into actionable insights for the business. Core Responsibilities: - Manage weekly, monthly and seasonal reporting needs of the area, as well as support the entire team. - Assist the team with managing the markdown cadence and impact on overall business; recommend new markdowns and/or shifts deeper for department. - Manage the replenishment SKUs across specific with the support of the Planner, tracking key item selling to minimize out of stocks. - Support bottoms-up season vendor plan creation; pull relevant data and make recommendations based on performance and trend. - Prepare seasonal hindsight reporting for specific department; analyze historical data combined with current trend to identify risks/opportunities by vendor. - Provide ad-hoc analysis on revenue, product performance, markdowns and inventory levels. Other Responsibilities: - Develop an understanding of the needs, wants and expectations of the customer. - Partner with team members to maintain a cooperative team environment that promotes high performance standards. - Provide clear and timely communication ensuring the cross-functional team is aligned. - Continuously seek new ways of understanding the business. We are open to hiring candidates to work out of one of the following locations:New York, NY, USABASIC QUALIFICATIONS Basic qualifications - Bachelor’s degree. - 2 years of merchandise planning or buying experience. - Results-oriented and self-motivated with a strong sense of urgency. - Strong analytical acumen to identify and resolve business performance issues. - Knowledge of retail metrics; proficient with Excel and PowerPoint. - Ability to build collaborative relationships across departments. - Excellent written and verbal communication skills with the ability to influence - Proactive attitude, flexible, and adaptive to changing priorities. - Experience pulling data from a database and creating reports. PREFERRED QUALIFICATIONS Preferred qualifications - Online retail experience preferred. - Cognos experience is a plus.Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit https://www.amazon.jobs/en/disability/us.Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $35,300/year in our lowest geographic market up to $75,600/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. This position will remain posted until filled. Applicants should apply via our internal or external career site.

Our client is a leading NYC based manufacturer of Private Label and Branded Apparel. The Planning role will be focused on the client's Ecommerce and Store business. This position will be located on site in the New York office.Annual Salary: $125k/yrResponsibilities:Prepare daily/weekly/monthly sales, inventory and replenishment reports, and other ad hoc business recaps to support the teamCreate and manage style, category, size, and other various level selling reports needed for the planning functionAnalyze store level business and inventory flow, to drive sales, improve in-stock and optimize turnCreate Ladder plan and develop strategic unit/financial plans for the management teamManage the drop ship sales and optimal inventory planningFormulate business strategies using historical and current trend analysisIdentify sales and profit opportunities/liabilities and make recommendations to the departmentResearch and resolve issues related to purchase orders, shipments, and salesSupport cross functional teams with weekly reporting to support sales and inventory positionCreate advanced Access queries and macros to data-mine and analyze retail data (preferred)Collaborate with peers to ensure consistency of information, best practices and to develop systems knowledgeManage the elements of a monthly OTB plan and provide recommendations and actions to hit the planRequired Qualifications:The Planner roles will require excellent written and oral communications skills and the ability work productively in a team settingSelf-starter and able to work independently with no supervisionExcellent problem solving, analytical and math skills; detail-orientedComfort with learning new systems, including company proprietary systems (A2000) and Shopify, as well as marketplace and drop ship platforms???????If you meet the required qualifications and are interested in this role, please apply today.The Solomon Page DistinctionSolomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve.About Solomon PageFounded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.Opportunity Awaits.

Who You Are:As the Outlet Planner, you will provide support to achieve financial merchandise strategies to maximize sales, profit, inventory, and turn objectives for the Jimmy Choo Outlet stores for US and Canada. You are an experienced planner who can handle high volumes and a fast-paced environment. This position will collaborate cross functionally with our global team, buying, allocations, finance, marketing and store teams to develop business targets and drive alignment across teams. What You'll Do: Create annual, monthly and weekly plans; monitor performance and develop financial strategies to achieve Manage and update key item planner/OTB monthlyDevelop and analyze actionable analysis by classification and by size topline and by store to maximize salesTrack and reconcile monthly receipt flow, sales and inventory for seasonal and MFO styles to optimize sales to stock opportunitiesBased on analysis, partner with buyer to make recommendations on MFO assortment Assist and partner with Allocator to monitor inventory flow and assortment for seasonal and Made for Outlet styles, ensuring stock levels meet current sales trends and maximize readiness for key selling time periods.Analyze and propose monthly Outlet promotion strategies to drive sales during key traffic times.Maintain and manage pricing updates according to seasonal and markdown strategy. Manage and execute detailed weekly/monthly merchandise recaps by style, classification, size and color and hindsight reporting for thorough analysis and identifying needs of the businessReport on Key Performance Indicators such as UPT, conversion, and other retail metrics to analyze outlet performance.Manage sample sale selection based on depreciated inventoryYou'll Need to Have: Bachelor's Degree4+ years retail planning experience with merchandising, planning, forecasting and allocation in a retail environmentHighly competent in Microsoft Office, Excel (Proficiency with Macros highly preferred)Ability to work in NYC office 3 days a weekWe'd Love to See:Ability to think strategically, drive results and build a high-performance organization Proven ability to be strategic and tactical in a demanding, fast-paced environmentEntrepreneurial, out of the box thinkerAbility to self-manage and deliver against objectives while working with tight deadlinesStrong analytical skills. Highly organized and ability to adapt to quickly changing prioritiesArticulate with excellent communication style - Dynamic, confident and enthusiastic communicatorExperience in Luxury Retail and SAP systems a plusJimmy Choo Perks: Generous PTO & Holiday Schedule Summer FridaysInternal mobility across Capri Brands (Michael Kors, Jimmy Choo, Versace)Cross-brand DiscountExclusive Employee Sales401k MatchPaid Parental LeaveThrive Wellness Program (seasonal in-office massages and more!)Commuter BenefitsGym DiscountsAt Capri, we are all responsible for creating a diverse and inclusive workplace. We try to inspire change and growth within each other and believe success is a result that comes from our differences. Capri is proud to be an equal opportunity employer committed to inclusivity regardless of age, sex, sexual orientation, gender identity, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law. M/D/F/VIn compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience.

Who You Are:The Associate Planner will play a key role in developing financial plans and monitoring the performance of sales, inventory, markdowns and profit for the Full Price Men's categories. The Associate Planner will work closely with the buying team to manage the open-to-buy, analyze seasonal merchandise assortments, and develop merchandising strategies. You have strong analytical skills and creative problem-solving skills, are curious, collaborative and an effective communicator that thrives in a rapidly changing environment.What You'll Do:Initiate analysis and develop financial strategy for a retail business across multiple classifications and channels (full price stores and ecommerce).Create seasonal, monthly, and weekly plans and forecasts for sales, inventory, markdowns and gross margin. Monitor performance and partner with buying team to develop merchandise strategies to achieve plans.Initiate and develop actionable analysis to recap business by classification and subclass in order to partner with buying team to create strategies to drive sales and achieve gross margin profitability.Manage and update monthly open-to-buy.Recommend buys based on thorough analysis of retail business prior to each market to achieve increased sales, profitability and sell-thru % by class and department.Work with buying team and stores to analyze business by door to maximize sales and stock opportunities. Monitor flow of initial assortments as well as reorders to stores by classification and by style.Aid in allocation strategies to increase productivity and manage omni-inventoryYou'll Need to Have:Must have 3+ years' experience in Retail Planning, Store Planning and/or AllocationBachelor's DegreeAdvanced Excel SkillsAdvanced Retail MathStrong analytical and creative problem-solving skillsAbility to thrive in an entrepreneurial environmentWe'd Love to See:Multi-channel planning experienceMen's product experienceMK Perks:Generous holiday schedule & vacation daysInternal mobility across Capri Brands (Michael Kors, Jimmy Choo, Versace)Cross-brand discountsExclusive employee salesFav 5 Cards (MK Discount for friends and family)401k matchPaid parental leaveThrive Wellness Program (seasonal in-office massages and more!)Commuter benefitsGym discountsAt Capri, we are all responsible for creating a diverse and inclusive workplace. We try to inspire change and growth within each other and believe success is a result that comes from our differences. Capri is proud to be an equal opportunity employer committed to inclusivity regardless of age, sex, sexual orientation, gender identity, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law. M/D/F/VIn compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience.

Who You Are:You are energetic, collaborative, have strong communication skills, and are results-driven. You thrive in a rapidly changing retail environment where strategic intelligence and financial expertise are critical. You have deep knowledge of retail math and business acumen, and its importance within a fashion organization. You are comfortable presenting to both small and large groups of varying titles, including divisional presidents and wholesale accounts. What You'll Do: Support the launch of Amazon across multiple categories and drive the budgets, forecasts and long-range financial planning process Lead account financial management initiatives via a partnership with a buyer and director Provide support and guidance to the Director and Buyer to ensure standardization and consistency in projections and reporting Build Financial reporting and forecasting for all the Amazon categories tracking bookings, shipments and margin Provide reporting and analysis for weekly, monthly and seasonal insight; recommend strategies based on said analytics and enact action plans with buying counterpartParticipate in markets to ensure seasonal buys are appropriate given historical data; make recommendationsPerform ad hoc projects for both MK and Amazon leadership on an as-needed basisYou'll Need to Have:Bachelor's Degree required5+ years of experience in planning; Retail or Wholesale preferredMicrosoft Excel proficiency (Formulas, pivots, etc.)Amazon Experience Strong Excel SkillsProven ability to thrive in entrepreneurial environment.Strong analytical and creative problem-solving skillsFull understanding of product lifecycle & proficient in retail mathKnowledge of industry best practices / standardsDemonstrated experience in synthesizing data analyses into actionable resultsStrong insightful analytical skills and business acumenAbility to organize, prioritize and multitask effectivelyFast learner and passionate for sales, strong knowledge of trends, fashion sense and know-howGoal-oriented, driven and experienced in networking with and influencing decision-makers.Thrive in a fast paced on-time deliverable environmentAbility to work in NYC office 3 days a weekWe'd Love to See:The ability to think strategically, drive results and build a high-performance organizationProven ability to be strategic and tactical in a demanding, fast-paced environmentEntrepreneurial, out of the box thinkerStrong verbal and written communication skills: able to communicate across diverse groups, such as internal functions as well as external licensing partnersEffective project management skills, strong attention to detail, and the ability to stay organized, manage multiple priorities and work under pressureMust be a self-starter, professionally mature, accountable, resourceful, with accurate work outputStrong presentation skillsPerks:Generous Paid Time Off & Holiday Schedule Summer FridaysInternal mobility across Versace, Jimmy Choo and Michael Kors Cross-brand DiscountExclusive Employee SalesFav 5 Cards (MK Discount for friends and family)401k MatchPaid Parental LeaveThrive Wellness Program Commuter BenefitsGym DiscountsAt Capri, we are all responsible for creating a diverse and inclusive workplace. We try to inspire change and growth within each other and believe success is a result that comes from our differences. Capri is proud to be an equal opportunity employer committed to inclusivity regardless of age, sex, sexual orientation, gender identity, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law. M/D/F/VIn compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience.

Our client, a prestigious financial planner, is seeking a Cloud Infrastructure Engineer - VP to join their team! Key ResponsibilitiesDesign and manage secure, high-availability systems using industry standards and best practices.Ensure the security of the cloud environment.Integrate cloud resources with on-premises resources such as Active Directory and SQL.Develop and implement strategies for Kubernetes clusters, including monitoring, backups, and disaster recovery.Provision and configure cloud resources on Azure and AWS.Support an Atlassian-based CI/CD environment (Bamboo, GIT/Bitbucket) for developers in the US and Canada.Maintain Azure cloud-based infrastructures and custom web applications.Configure and integrate authentication tools across various web applications.Support build, release, and deployment pipelines.Create scripts to automate cloud-based tasks.Document systems and processes.Qualifications/RequirementsBachelor's degree in Information Technology, Computer Science, or a related field.Over 5 years of experience in implementing and maintaining DevOps pipelines (CI/CD and Provisioning) and associated tools such as Azure Pipelines and Jenkins.At least 4 years of experience managing cloud environments with Azure or AWS (Azure preferred).More than 2 years of experience in cloud engineering within the Microsoft Azure ecosystem.Over 2 years of experience with infrastructure orchestration and automation.A minimum of 3 years' experience as a Cloud Operations Engineer or Site Reliability Engineer managing SaaS/PaaS/IaaS environments.At least 2 years of hands-on experience with cloud service provider technologies (Microsoft Azure preferred).Proficiency with security and audit technologies, including vulnerability scanning, authentication & authorization (OAuth 2.0, SAML), monitoring (Prometheus, Nagios), and enterprise logging (e.g., Splunk, Logstash).Experience with Docker container technologies and deployment tools such as Terraform, Kubernetes, and Helm.Knowledge of specific applications and tools including:CI/CD tools like Azure DevOps or the Atlassian tool suite.Docker and Kubernetes.AKS/EKS.GIT client usage and GIT servers.Experience with RedHat Linux, including managing, updating, configuring, and securing RHEL configurations.Hands-on experience with scripting languages such as PowerShell and Bash.Experience supporting build tools like Bamboo and Jenkins.Proficiency with the Atlassian Tools Suite.At least 3 years of experience in cloud engineering and Kubernetes administration.Strong scripting and automation skills (e.g., Bash, Python, Ansible).Experience with infrastructure as code tools like Terraform and CloudFormation.Strong understanding of networking concepts including TCP/IP, DNS, and load balancing.Excellent communication and collaboration skills, capable of working effectively in a team environment.Experience with network services such as DNS, DHCP, WAN routing, TCP/IP networking, DNS, LDAP, NFS, and SMTP.Experience in deploying and managing microservices.Ability to utilize problem-solving techniques, such as root cause analysis, to resolve issues.The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.Key Responsibilities* Attend and engage in coaching and training led by the leadership team and established advisors.* Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.* Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.* Schedule and conduct financial planning and advice meetings with clients and client prospects.* Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.* Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.* Build a book of business as a stand-alone Ameriprise Financial advisor.* If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.* Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.Required Qualifications* 3+ years of work experience with a proven track record of success.* Have a network of personal and professional contacts within the local area that you may engage for referrals.* Showcase a background in building strong relationships and delivering superior client service.* Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.* Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.* Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.* Willingness and desire to be part of a coaching relationship and peer learning environment.* Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Base Pay Salary$52,000 - $65,478Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupSalesLine of BusinessAAG Ameriprise Advisor GroupPDN-9c633871-6b56-4455-b9d3-73c4e1354752

Certified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office)Compensation: $130k-170k/ Potential "all in" up to $200KOur client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement holistic financial planning advice and partner with internal and external stakeholders.Duties and Responsibilities of the Certified Financial Planner (CFP):The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Responsibilities include:• Relationship Management: Be a point of contact for a number of clients, holding meaningful conversations and ensuring long-term relationships and ongoing customer care.• Financial Plan development: Based on a client's goals and circumstances, create comprehensive and holistic financial plans inclusive of:- Defining clients' goals and objectives- Income Tax Planning- Balance Sheet- Risk Management and Insurance- Retirement, Education, and Special Needs- Cash Flow Statement- Estate Planning- Investment Planning• Client Service: Provide exceptional tailored, consultative client service that exceeds clients' expectations• Prepare customized presentations and materials for individual client meetings• Contributing to company projects and initiatives when needed• Occasional travel as neededQualifications of the Certified Financial Planner (CFP):• 7 plus years' experience in comprehensive holistic financial planning with a demonstrated ability to partner with internal stakeholders and High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. Specific experience with tax and/or insurance planning is a plus.• Holds the CFP® designation• Experience either presenting at or participating in client meetings• Extensive experience serving Ultra High Net Worth clientele with a focus on generational wealth management and preservation is preferred• Bachelor's degree in finance or related discipline• Strong demonstrated Financial Planning interest, acumen, and judgment• Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts for a non-financial audience• Familiar with financial planning software; experience with eMoney is a plus• Proficiency with Microsoft Office programs, including Excel. Tech-savvy.• Detail-oriented, self-starter, takes initiative• Team player, collaborative, able to work effectively with others, including staff in other network branches• Organized and able to set priorities• Of the highest integrity, fiduciary professionalism, and polished demeanorCompensation: Base: 120-144k plus bonus ("all in" up to $170)Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow