Job summary
Job post source
This job is from a recruiting firm hiring for a separate company
Job overview
The Financial Planner at Rockstar will play a strategic role in financial planning for high-net-worth clients, focusing on tax, investment, income, and legacy planning.
Responsibilities and impact
Daily responsibilities include gathering client information, analyzing financial situations, utilizing planning software, and collaborating with financial advisors to create tailored financial plans.
Compensation and benefits
The compensation for this position ranges from $90,000 to $120,000, with benefits including paid time off, health insurance, a 401k contribution, and daily catered lunch.
Experience and skills
Candidates should have a Bachelor's degree in Finance or related fields, at least 1 year of relevant experience, and proficiency in Microsoft Office, particularly Excel.
Career development
Opportunities for professional growth include learning through internal training and attending industry conferences.
Work environment and culture
The work environment is in-office with a standard schedule of Monday to Friday, emphasizing collaboration and compliance with firm policies.
Company information
Rockstar is an independent investment management firm specializing in financial and retirement planning for high-net-worth individuals, managing over $275 million in assets.
Team overview
The Financial Planner will report to the Chief Operating Officer and will work within a collaborative advisory team without supervisory responsibilities.
Job location and travel
The position is in-office with minimal travel primarily for learning opportunities.
Unique job features
The role includes unique benefits such as daily catered lunch and opportunities for professional development at conferences.
Company overview
Rockstar Games is a leading video game developer and publisher known for creating iconic titles such as the Grand Theft Auto series, Red Dead Redemption, and Max Payne. The company generates revenue through game sales, downloadable content, and microtransactions within its games. Founded in 1998 as a subsidiary of Take-Two Interactive, Rockstar has a reputation for pushing the boundaries of interactive entertainment with immersive storytelling and open-world gameplay. Notable for its innovation and cultural impact, Rockstar continues to be a major player in the gaming industry.
How to land this job
Position your resume to showcase your expertise in financial planning, tax strategies, and wealth management, emphasizing your analytical skills and attention to detail.
Highlight your proficiency with Excel and any relevant financial planning software, as these are critical for the Financial Planner role at Rockstar.
Apply through multiple platforms, including Rockstar's corporate site and LinkedIn, to maximize your chances of getting noticed for this position.
Connect with individuals in the financial planning division at Rockstar on LinkedIn, and consider ice breakers such as asking about their experiences with the firm or expressing interest in their financial planning strategies.
Optimize your resume for ATS by incorporating keywords from the job description, such as 'financial planning,' 'tax strategies,' and 'investment management' to ensure your application passes initial screenings.
Utilizing Jennie Johnson's Power Apply feature can simplify your application process, allowing you to efficiently tailor your resume, find the best application channels, and identify networking opportunities with relevant contacts at Rockstar.
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