Wealth Planner

We are looking for a Wealth Planner in our NYC office to join the Fraenkel Group. We focus on a rigorous decision-making process, buying industry leaders with strong management. Our goal is to deliver solid, long-term performance with a portfolio strategy that emphasizes conservation growth.

Requirements

• Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies
• Supporting the portfolio manager and members of team by providing subject matter expertise on all matters regarding personal finance
• Assisting with conducting eMoney training sessions expanding overall usage of eMoney planning software

Benefits

• 401k Matching