Financial planning analyst Jobs in New York, NY

Associate Manager, Financial Planning

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.

$84,880.00 - $127,330.00

The Associate Manager, Financial Planning delivers financial planning education and services to participants of the New York City Deferred Compensation Plan. The role supports participant engagement and plan growth through seminars and individual financial planning sessions, while strengthening participant relationships before and throughout retirement.

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).

Essential functions for this role include:

• 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.
• Assist 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.
• Performs other duties as assigned

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

• 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.

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

Equal Employment Opportunity

As a company, MissionSquare 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.