Industry: Financial Services,Financial Planners,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Cantor Fitzgerald: Empowering Success in Financial Services

About Us

Cantor Fitzgerald is a leading financial services firm that specializes in investment banking, global markets, asset management, and wealth management. With over 75 years of experience in the financial industry, our firm is dedicated to providing innovative solutions to help our clients achieve their financial goals.

Job Title: Financial Planner

Location: New York City, NY

Job Type: Full-time, Permanent

Job Description

As a Financial Planner at Cantor Fitzgerald, you will be responsible for creating customized financial plans for our clients that align with their long-term goals and objectives. You will work closely with wealth managers, analysts, and clients to develop comprehensive strategies that optimize their financial success. This role requires a deep understanding of financial markets, investment products, and wealth management principles.

Key Responsibilities

• Conduct thorough financial analyses to assess clients’ current financial situations
• Develop personalized financial plans that incorporate investment strategies, retirement planning, estate planning, and risk management
• Monitor and review clients’ portfolios to ensure alignment with their financial goals
• Provide ongoing financial guidance and support to clients to help them navigate market changes and economic trends
• Collaborate with internal teams to deliver integrated solutions that meet clients’ needs

Qualifications

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or wealth management
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Series 7 and 66 licenses are a plus

Why Join Cantor Fitzgerald?

At Cantor Fitzgerald, we are committed to nurturing talent and empowering our employees to reach their full potential. We offer competitive salaries, comprehensive benefits packages, and opportunities for professional growth and development. As a member of our team, you will have access to cutting-edge resources and tools that will enhance your skills and expertise in the financial services industry.

How to Apply

If you are passionate about financial planning and ready to make a difference in the lives of our clients, we invite you to apply for the Financial Planner position at Cantor Fitzgerald. Click on the Apply Now button on this page to submit your application. We look forward to reviewing your qualifications and welcoming you to our team.