Financial Planner

Posted: 08/10/17 | SHARE:


With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates. 

Our Family Office approach creates a culture of individualized, results-driven financial management and integration for our clients and their families. Our teams work with an average of 8-12 clients. We are able to provide resources at the highest level of service to help save clients’ time and money. 


  • Work one-on-one with individual clients providing comprehensive personal financial planning, investment planning and tax services to corporate executives and other high net worth individuals
  • Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
  • Prepare income and gift tax returns for clients
  • Assist in financial planning projects and analysis 


  • Bachelor’s degree with a GPA of 3.2 or higher with a concentration in Finance, Accounting or Economics;JD/MBA/CPA/MS/CFP and/or related work experience is a plus
  • NASD Series 7 and Series 66 preferred; required within 1 year of hire date
  • Working knowledge of certain Microsoft products, including, Word, Excel, Outlook, PowerPoint, and Windows
  • Strong organizational and multi-tasking skills
  • Excellent written and verbal communication skills
  • Ability to maintain a high level of confidentiality
  • Enthusiastic and positive approach to problem-solving and client service
  • Proven track record with cross training, task-sharing and mutually supportive teamwork
  • Innovative thought processes and pro-active time management and task completion follow-through

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