About this role
Financial Planner at IDBNY. Location: New York City or California or Florida. Role: developing plans, constructing proposals, advising clients Requirements: CFP and Series 7 plus Series 65 (or 66), 5+ years advisory/planning experience with HNW/UHNW clients, strong investment product knowledge, MoneyGuidePro proficiency preferred, Spanish desirable. Category: Finance and Accounting Seniority: Senior Level Tools: MoneyGuidePro Certifications: cfp, series 7, series 65, series 66, cima, caia, cfa Commitment: Full Time Workplace: Hybrid Languages: English, Spanish