{ "media_type": "text", "post_content": "ROCKLAND COUNTY, NEW YORK.\n\nMy independent firm of two financial planners, one insurance specialist, and two support staff is seeking a tech savvy financial planner to join the growing practice.", "post_id": "5aad3f4a62b66d0013c90566", "reply_count": 4, "vote_count": 3, "bowl_id": "59c9c2210166340011891d31", "bowl_name": "Growing the Team", "feed_type": "bowl" }

ROCKLAND COUNTY, NEW YORK. My independent firm of two financial planners, one insurance specialist, and two support staff is seeking a tech savvy financial planner to join the growing practice.

like
Posting as :
works at
You are currently posting as works at

Our philosophy entails helping families generate a lifestyle sustaining income that they can never outlive, making it a multi-generational model. This in turn requires the permanent protection of purchasing power, which then necessitates the use of diversified global equity investing... regardless of the client's age. This counter cultural approach to retirement planning requires the candidate have strongly held conviction about giving clients what they need, rather than what they want, and engaging the client in education, perspective building, and behavioral coaching as the primary ongoing service.

like

If you consider yourself one of Nick Murray's Spartans, it's an excellent sign we'd be a good match. Let me know if you have an interest.

like

We have a paraplanner who works remotely per project or as needed

like

Our focus is behavior based retirement income planning to mass affluent families. We have a strong and ongoing lead source and more opportunities than we can handle.

Related Posts

CPE credit about the effect of sleep on your health? I'll take that!

like

Update résumé on various sites. Calls for insurance, real estate and sales gigs start rolling in. Wish there was a polite way to say "get bent unless you're an actual principal or retained search"

like

I want to change industries to Health from FS. Any advice in making the switch (besides the general, network your way onto a project). How to mitigate potential hard feelings?

like

T or F: The secret to staying happy in consulting is being open and honest with your team about what you want or need. (Whether it be health, family, flex, different sector, etc...)

like

Which firms (if any) are known for consulting for health and lifestyle brands? Interested in hospitality, food/bev, consumer products, and retail companies that promote an active lifestyle.

like

ACN vs the competition for Health IT? Worth putting out feelers?

like

How is Deloitte's health benefits and PTO accrual? Might be making a move.

like

Ever time I hear Rihanna's, "Bitch betta have my money", I'm eerily reminded of Accretive Health.

like

Is consulting generally a leading or lagging indicator of global economic health?

like

This is dumb, but how do I access and use dental insurance that I have through the firm?

What's Bain like in terms of work life balance? I heard they have a more local model, interested to hear people's experiences, specifically in healthcare

like

Interviewing with boutique healthcare shop, they asked for references...I've never heard of any other firms actually requesting this. Just curious, Is it a small firm thing?

like

I want to get of the road. Burnt out. Have made too many family +health sacrifices. New RP/coach (old ones moved on). Best way to approach wo getting fired? T3, 8 year vet, Manager

like

Deloitte folks: Health club while traveling... Can I get a gym pass for 10 days rather than pay each day for using in the clients site? Do I charge this to the project or GAA?

like

Long time frequent air travelers of FB, how has years and years of weekly air travel has affected your health?

like

Why take uber or lyft frequently if you can expense a cab instead ? Aren't you worried about insurance in case something goes wrong ?

like

Anyone have useful health tips?

like

Anyone have any tips for a success transition between industries ? Trying to go to Financial Services from Healthcare

like

Rapidly deteriorating health. I am balding, airplane ear, blood in my cough today, dizzy often. Project is poorly planned. Working over 12 hrs. No time for lovely GF. Travel 17 hrs /week. Need help :(

like

Has anyone backed into something with a rental car? I want to pay out of pocket so it doesn't hike up my insurance.

like

Additional Posts

What are some good companies to work for in Dallas?

How great would office emojis be in this app?

like

Bhh d hhjjj dudjejr the jejune rhjejej. Jdjdjdn dhejejjdne dhejejjdne hehehehehje rhjejej he hehehehehje rhjejej

like

Post for push testing

like

Still not seeing location in the post window when turning it off.

Nice! The post animation looks good!

like

Maybe we should implement something like automatic posts refresh? I got a notification about "someone like mypost" but it isn't displaying at the post title...

like

Post for likes

like

test post from test

like

New posts and

For $225k offer is $25k signing bonus reasonable?

Hi, is anyone at BCG willing to talk about their experience with the firm and potentially refer if I'm a good fit? I'm looking to apply for an analyst role in the sustainability division and currently work in the sustainability field. Thanks!

like

Could anyone provide some insight on PwC’s application managed services/PMO group? What’s the environment and workload like?

like

24 female and need a change. NYC vs SF? I love the hiking and outdoor activities in SF, but also love the big city excitement in NYC. Also feel that the work culture is more intense in NYC

like

This girl is really cute but poor... would you have a serious relationship with a waitress?

like

First day working as a consultant is over. 3 am-7 pm.

like

Work from home or home office on Fridays should be in SoW for local projects.

like

Given the new HMBradley tiers, what’s the next best HYSA?

like

What has been your sexiest strategy project?

like

Does Deloitte has "external" consulting positions? I mean one is not a regular employee but provides consulting services for Deloitte clients billable by hour. Is it the same as Project Delivery Model that Deloitte hires?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal