Join Our Team at Manske Wealth Management as a Financial Planning Consultant!

About Us

Manske Wealth Management is a leading financial advisory firm based in New York City, serving high-net-worth individuals and families across the country. We pride ourselves on providing personalized financial planning and investment management services that help our clients achieve their long-term financial goals.

Job Description

As a Financial Planning Consultant at Manske Wealth Management, you will be responsible for providing comprehensive financial planning services to our clients. This includes developing customized financial plans, analyzing investment strategies, and providing ongoing support to help clients navigate complex financial decisions.

Key Responsibilities:

Conducting in-depth financial analysis to understand clients’ financial goals and objectives
Developing personalized financial plans that align with clients’ needs and risk tolerance
Providing investment recommendations and implementing asset allocation strategies
Monitoring and adjusting financial plans as needed to reflect changes in clients’ circumstances or market conditions
Collaborating with our team of Wealth Advisors and Investment Analysts to deliver a seamless client experience

Qualifications

We are looking for candidates who have a strong background in finance, financial planning, or related fields. The ideal candidate will have:

Requirements:

Bachelor’s degree in Finance, Economics, or a related field
Certified Financial Planner (CFP) designation or willingness to obtain within the first year of employment
3+ years of experience in financial planning or wealth management
Strong analytical skills and attention to detail
Excellent communication and interpersonal skills
Ability to work independently and as part of a team

Benefits

At Manske Wealth Management, we offer competitive compensation packages and a range of benefits, including:

Benefits:

Health, dental, and vision insurance
401(k) retirement plan with employer matching
Paid time off and holidays
Ongoing professional development and training opportunities
A supportive and collaborative work environment

How to Apply

If you are passionate about helping clients achieve their financial goals and have the qualifications we are looking for, we encourage you to apply for the Financial Planning Consultant position at Manske Wealth Management. Please submit your resume and a cover letter outlining your relevant experience and why you would be a good fit for our team.

Apply now on this page to join our growing team and make a meaningful impact in the lives of our clients!

Financial Planning Consultant Opportunity at Manske Wealth Management

Full Job Description