Financial Planning Specialist

Welcome to Bloomingdale's – where fashion meets finance! We are currently seeking a dynamic and driven Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will play a crucial role in helping our customers achieve their financial goals while also indulging in the latest fashion trends. We are looking for someone with a passion for both finance and fashion, who can provide expert advice and guidance to our clients in a personalized and professional manner. If you have a strong background in financial planning and a love for the world of retail, we want to hear from you!

• Develop and maintain strong relationships with customers by providing personalized and professional financial planning services
• Educate and advise customers on financial planning strategies, investment options, and budgeting techniques
• Analyze customer financial data and create customized financial plans to help them achieve their short and long-term goals
• Stay up-to-date on the latest fashion trends and products offered at Bloomingdale's to effectively incorporate them into financial plans for customers
• Collaborate with other team members, such as sales associates and stylists, to provide a comprehensive and seamless customer experience
• Utilize various financial planning tools and software to assist in creating and managing customer portfolios
• Conduct regular reviews and updates of customer financial plans to ensure they are on track to meet their goals
• Act as a liaison between customers and financial institutions to facilitate transactions and provide guidance on financial products and services
• Continuously seek out opportunities to improve and enhance the financial planning services offered at Bloomingdale's
• Maintain a high level of professionalism and confidentiality when handling customer information.

According to JobzMall, the average salary range for a Financial Planning Specialist in New York, NY, USA is $70,000 - $120,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or industry the specialist works in. Some specialists may earn higher salaries if they specialize in a certain area, such as retirement planning or tax planning. Additionally, those with advanced degrees or certifications, such as a Certified Financial Planner (CFP), may earn higher salaries as well.

Bloomingdale's, a division of Macy's Inc., is America's premier upscale department store, with a nationwide presence that includes 37 department stores and a growing number of Bloomingdale's The Outlet stores in 13 states. Our e-commerce site, Bloomingdales.com, is always open and fashionable, providing customers with a convenient and personalized shopping experience. Additionally, Bloomingdale's has expanded its international presence with a store in Dubai. We are committed to shaping our future by seeking talented and creative leaders who are passionate about retail and have an entrepreneurial spirit. We value collaboration, a strong interest in fashion, and a desire to grow both professionally and personally. At Bloomingdale's, we provide the tools and resources for our associates to thrive and reach their full potential. If you're looking for a fast-paced, exciting career in retail, Bloomingdale's is the perfect place for you. Join us and be part of a dynamic team that's dedicated to providing our customers with an exceptional shopping experience.