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Jobs · Finance · New York

Associate Manager, Financial Planning

MissionSquare · New York, United States · 1 wk ago
Finance$85k–$127k/yrFull-time

About the role

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

Responsibilities

  • Deliver financial planning seminars at Deferred Compensation Plan headquarters and agency work-site locations to position MissionSquare’s NYC Deferred Compensation Plan as the primary financial planning resource.
  • Conduct financial planning seminars to deepen participant relationships, retain existing participants, and promote plan participation growth.
  • Affiliate with individual planning sessions, seminar updates, and handout revisions within the assigned geographic area.
  • Maintain current knowledge of NYC Deferred Compensation Plan services and applicable city-wide employee benefits.
  • Maintain working knowledge of the broader financial planning industry and best practices.
  • Present approved Deferred Compensation On-Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
  • Deliver financial planning content using effective presentation and interpersonal communication skills to ensure participant comprehension of financial concepts and reports.
  • Prepare and deliver individualized financial plans virtually or in person at headquarters locations when requested by plan participants.
  • Perform other duties and special projects as assigned.
  • Present seminars and conduct sessions before or after standard business hours as required.

Requirements

  • Bachelor’s degree or equivalent experience.
  • One to three years of financial services experience.
  • CFP® designation required.
  • FINRA Series 7 and Series 63 licenses preferred but not required.
  • Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
  • Knowledge of NYC Deferred Compensation Plan products and services.
  • Strong presentation skills for large group settings.
  • Excellent interpersonal and verbal communication skills.
  • Demonstrated ability to build and maintain effective participant relationships.
  • Ability to learn and retain technical financial planning concepts.
  • Strong written communication skills.
  • Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

Qualifications

  • Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
  • Knowledge of NYC Deferred Compensation Plan products and services.
  • Strong presentation skills for large group settings.
  • Excellent interpersonal and verbal communication skills.
  • Demonstrated ability to build and maintain effective participant relationships.
  • Ability to learn and retain technical financial planning concepts.
  • Strong written communication skills.
  • Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

Skills

  • Bachelor’s degree or equivalent experience.
  • CFP® designation required.
  • FINRA Series 7 and Series 63 licenses preferred but not required.
  • Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
  • Knowledge of NYC Deferred Compensation Plan products and services.
  • Strong presentation skills for large group settings.
  • Excellent interpersonal and verbal communication skills.
  • Demonstrated ability to build and maintain effective participant relationships.
  • Ability to learn and retain technical financial planning concepts.
  • Strong written communication skills.
  • Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

Benefits

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

  • Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions.
  • Flexible and hybrid work schedules to support work-life balance.
  • Tuition reimbursement to support continued education.
  • Professional and career development opportunities, including courses and certifications.
  • Comprehensive wellness programs promoting physical, mental, and emotional health.
  • Volunteerism initiatives to encourage community engagement.

Pay

$84,880.00 - $127,330.00

Schedule

This is a hybrid position with two (2) days remote and three (3) days onsite. Onsite Address Is 22 Cortlandt Street, New York, NY (Lower Manhattan, one block from World Trade Center, which is conveniently located near subway and Path Train stations.)

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