We are a growing financial planning firm based in Northern Dutchess County, NY, serving the Hudson River Valley, NYC and Washington, DC areas. We are a Registered Investment Advisory firm not affiliated with any brokerage/insurance company. We are seeking a Financial Advisor/Planner with a minimum three years of experience.
In addition to financial advising and planning, Third Eye Associates specializes in working with clients going through Life Transitions. We create a safe space for clients to be heard, to explore and to navigate life changes purposefully and effectively. Our Life Planning process helps clients integrate their money and their values with the intention to live a fulfilled life.
We are seeking a CFP® who has a holistic approach to planning, who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Additional expertise and training in Transition and/or Life Planning specifically the Sudden Money Institute, Kinder Institute, or Money Quotient is preferred.
Responsibilities include providing financial advice and planning services for our clients as well as preparing agendas, managing client meetings and responding to client requests. Further responsibilities include creating financial plans utilizing EMoney and Money Tree planning software, preparing Morningstar reports and Investment Plans implemented by third party asset managers (AssetMark) and performing other related duties and/or special projects as needed while observing regulatory compliant procedures.
Bachelor's Degree in Financial Planning, Finance preferred. CFP is required w/3 years experience
Potential candidates must be able to juggle multiple tasks using skilled task management, work independently and participate in team projects. The capability to handle high volumes of data and create well-focused, professional, accurate work while meeting deadlines are a must.
The ability/desire to work in a small office environment is important. We are located in the Hudson Valley within a family-friendly environment including excellent public schools.
Additional Salary Information: The position is full time, 40 hours a week (M-F) with the potential to grow in responsibility. We provide a comfortable work environment, 401(k) plan and benefits package.
About Third Eye Associates Ltd
Third Eye Associates a fee-only registered investment advisory firm providing Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to help clients realize their greatest asset — a rewarding life.