Longwave Financial, an independent advisory firm, is excited to hire an experienced wealth manager/client relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive at Longwave.
The Role:
You will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients' outside professionals to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships.
Your Experience: • B.A. • CFP or CRPC designation • At least 5 years of hands-on advisor experience including leading meetings, providing proactive financial planning advice and making investment recommendations. • If fully licensed (series 7, 66 and NYS Life & Health), clean U4. If not licensed, obtain licenses within 90 days.
Your Skills: • Very team-oriented • Strong, adaptive technology abilities • Intellectual curiosity and passion for our business
Our office is located in Grand Central and T/W/Thur is in office. You will occasionally travel to see clients in our Hudson Valley office or in other states.
Longwave Financial is a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. If you're excited to be around people who debate the merits of Chipotle vs Cava, can talk movie trivia with the best of them and have strong feelings about most sports, Longwave may be for you. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.