Financial Planning Strategist

CIBC

New York, NY, United States
Base: $125,000-$140,000; bonus/equity: incentive c...
Fully remote
Financial planning analyses
Client financial plan delivery
Emoney proficiency
Support and work closely with Relationship Managers, Business Development Officers, and clients to analyze, communicate, and implement financial planning strategies for HNW/UHNW clients

Job Summary

  • Support and work closely with Relationship Managers, Business Development Officers, and clients to analyze, communicate, and implement financial planning strategies for HNW/UHNW clients.
  • Perform financial planning analyses, deliver financial plans to clients, discuss potential planning options, and perform live alternative planning scenarios.
  • CIBC offers a competitive total rewards package including a salary range of $125,000-$140,000, incentive compensation, and a full range of benefits.

Matching Summary

Support and work closely with Relationship Managers, Business Development Officers, and clients to analyze, communicate, and implement financial planning strategies for HNW/UHNW clients.

Salary

Base: $125,000-$140,000; Bonus/Equity: Incentive compensation plan, discretionary bonus component; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, Paid Time Off, 401(k)

Skills & Requirements

Must-have

  • Financial planning analyses
  • Client financial plan delivery
  • eMoney proficiency
  • Microsoft Office Suite
  • HNW/UHNW client communication

Nice-to-have

  • Act like an owner
  • Strong sense of curiosity
  • Investigate complex problems
  • Express ambition
  • Cultivate a culture

Key Requirements

  • Financial Planning Experience
  • CFP, JD, CPA and/or CTFA designation
  • Legally eligible to work in the specified location

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter