Associate Manager, Financial Planning - NYC

Company: MissionSquare Retirement
Location: New York
Posted on: November 15, 2024

Job Description:

Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales team.

Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.

Present financial planning seminars at the Deferred Compensation Plan Headquarters On-Site location and agency Work-site locations of various NYC agencies. The goal is to establish The New York City Deferred Compensation plan, (client of MissionSquare Retirement), as the sole necessary resource for financial planning guidance in advance of, and throughout retirement. Seminar presentations and telephone calling campaigns serve as platforms with which to deepen relationships with and retain plan participants as well as serve to grow plan participation.

When requested by a plan participant, Associate Manager, Financial Planning will create and deliver financial plans in person, with a Financial Planning Manager present, at the headquarters location. (Must be a Certified Financial Planner)

Essential Functions for this role include:

Assist in department calling campaigns, individual financial planning sessions, seminar, and handout updates, and conducting financial planning seminars within the assigned geographic area.
Responsible for staying current on all NYC Deferred Compensation Plan services as well as additional City-Wide employee benefits. Keep current with the financial planning industry at large.
Be able to present all NYC Deferred Compensation On-Site seminars which include but are not limited to the following topics: Retirement Planning, Money and Credit, Estate Planning, Social Security & Medicare, Distribution Planning, NYCE IRA and Tax Planning.
Using highly effective presentation and personal communication skills, make concepts and reports understandable when delivering seminars and financial plans to participants.
Other duties and projects as assigned for the program.
Will be required to present both before and after normal business hours.

If you have the following skills, we encourage you to apply:

Bachelor's degree or equivalent experience
One to three years of experience.
CFP, FINRA 7 and 63
Industry expertise in 457, 401, 403b, IRA's and other qualified retirement plans
Effective presentation skills to large groups
Excellent interpersonal and communication skills
Demonstrated ability to build and maintain effective relationships
Thorough knowledge of NYC Deferred Compensation Plan products and services
Knowledge of other City-Wide Retirement Plans
Knowledge of MissionSquare Retirement's seminars

To benefit your career and support your wellbeing, we offer:

Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
Varied incentive plans
Flexible/Hybrid work schedules
Wellness programs
Tuition reimbursement
Professional and career development courses
Mentoring programs
Volunteerism program

As a company, MissionSquare Retirement is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

Salary: $107,790 + bonuses

Licenses & Certifications
Required
Cert Financial Planner
FINRA Series 7
FINRA Series 63

Keywords: MissionSquare Retirement, West Hartford , Associate Manager, Financial Planning - NYC, Executive , New York, Connecticut