Financial advisor - financial planner

Financial Advisor Certified Financial Planner®

John G. Ullman & Associates, Inc. is seeking an experienced Certified Financial Planner ® to join our firm. This is an essential position in our firm and will play a significant role in our strategic plans. This is an exciting time to join our firm as we continue to grow. You will have the opportunity to join a client service team of highly trained and experienced CFP® designed advisors and associates in training. As part of our growth, we plan to add several more advisors and associates to our client service teams in our headquarters located in Big Flats, NY, as well as in our Rhinebeck, NY Office. We are also considering expansion opportunities, which may include opening branch offices in new locations. If you are interested in joining our firm, but you are unable to relocate to one of the firm’s existing locations, we may be able to create an opportunity for you based on where you currently live and/or where you plan to move to next. Our Financial Advisors CFP® combine a passion for exceptional client service with their ability to counsel clients on all aspects of financial planning and wealth management, and their ability to complete “special projects”, to meet the unique needs of our clients. In addition, our Financial Advisors CFP® work strategically and proactively with our Relationship Development Team to support the firm’s business development activities. The Role:  Financial Manager and Advisor - developing highly trusted and long-term relationships with our clients.  Financial Management Services - administer the firm’s comprehensive financial management services.  Customized Analysis - for all areas of financial planning, such as cash flow, financial statements, retirement plans, survivorship, estates, wills, trusts, power of attorney, and health care proxies.  Tax Services - prepare and review personal income tax returns; develop tax planning strategies.  Consultation and Assistance - with other areas, such as benefits, stock options, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, mortgage/insurance shopping, change of life circumstances, and other special needs.  Financial Planning - develop plans and implementation strategies to support the financial goals and objectives of the client.  Counsel and Advise - clients regarding their financial goals and objectives, portfolio structure, and the performance of their investments.  Business Development – work strategically and proactively with the Relationship Development Team to support the firm’s business development activities. 343 Daniel Zenker Drive Horseheads, NY 14845 | 607-936-3785 | 2 Qualifications:  Must be a designated Certified Financial Planner®  Excellent academic record; four-year college degree required; graduate or advanced degree is preferred.  A minimum of 5-10 years of working as a Certified Financial Planner®  Must have experience working directly with clients as the primary financial advisor.  Must have experience in business development, willing to dedicate time to strategically and proactively engage in the firm’s business development activities and be able to develop and grow a book of business.  Excellent interpersonal and communication skills  Proven track record as a self-starter, with high levels of intensity and motivation  Demonstrated passion for providing exceptional client service  Must be detail oriented and have experience maintaining records in a CRM system. Job Description: To view the full job description go to About Us: John G. Ullman & Associates is a wealth management firm committed to bringing human connection, attention to detail and trust to every aspect of financial planning. For over 40 years, we have helped clients plan for a lifetime of financial security, creating highly customized financial plans to manage, grow, and protect our client’s wealth. Our team has grown to include a diverse group of expert financial planners, tax professionals, investment researchers, legal professionals and support staff in three separate New York State Locations; including our headquarters located in Big Flats, NY; and branch offices located in Corning, NY and Rhinebeck, NY. To Apply: If you are interested in applying, please e-mail a letter of interest and resume to the Human Resources Department at [email protected] . Please indicate you are applying for the Certified Financial Planner® position and use reference code JGUA-CFP®.

Job Type: Full-time

Pay: $80,000.00 - $115,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person