Senior Financial Planner

BlackDiamond Wealth; New York (NY); On-site; USD 165,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer match

SIE exam tuition reimbursement

Unlimited PTO

Summer Friday policy

Flexible office location and work feel

Job summary

BlackDiamond Wealth Management, a boutique, fiduciary Registered Investment Advisor based in Manhattan, is seeking a Senior Financial Advisor. We specialize in comprehensive wealth management for high-net-worth individuals and families, delivering coordinated planning across investment, tax, estate, insurance, retirement and business planning.

This is not a sales position. You will join a collaborative team, lead complex planning, mentor junior planners, and help grow the firm while delivering

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 7-10+ years of financial planning and wealth management experience.
• CFP designation required.
• Series 65 (or ability to obtain).
• Life & Health license preferred.
• RIA experience strongly preferred.
• Experience serving high-net-worth and ultra-high-net-worth clients preferred.
• Demonstrated ability to independently lead sophisticated client relationships.
• Advanced knowledge of retirement, tax, estate, and insurance planning.

Responsibilities

• Lead the preparation and presentation of comprehensive financial plans.
• Develop sophisticated planning strategies across the six pillars of financial planning.
• Review retirement, cash flow, and withdrawal strategies.
• Maintain clients' financial planning data to ensure recommendations remain current.
• Review estate documents and identify planning opportunities.
• Coordinate with attorneys and CPAs to implement estate and tax planning strategies.
• Assist clients with trust, gifting, charitable, and tax‑efficient planning.
• Analyze investment allocations relative to client objectives.
• Prepare customized portfolio analyses and recommendations.
• Collaborate with the Chief Investment Officer on investment strategy.
• Partner with the Client Service team to ensure timely implementation of client recommendations.
• Serve as the primary advisor for assigned client relationships.
• Lead discovery meetings, annual reviews, and ongoing planning discussions.
• Translate complex financial concepts into practical recommendations.
• Coordinate implementation of planning strategies across internal and external professionals.
• Mentor and develop junior planners and associate advisors.
• Collaborate with firm leadership on complex planning cases.
• Contribute to improving planning processes, client experience, and firm initiatives.
• Support the continued growth and evolution of BlackDiamond Wealth Management.

Skills

Client-first mindset

Detail-oriented

Strong written and verbalcommunication

Team collaboration

Microsoft Office

Wealth management technology

Education

Bachelor's degree in Finance

CFP designation

Series 65

Life & Health license preferred

RIA experience preferred

Tools

eMoney

Redtail

Wealthbox

Salesforce

Orion

Job description

Headquartered in Hudson Yards, Manhattan, BlackDiamond Wealth Management is a boutique, referral‑only Registered Investment Advisor (RIA) with a strong commitment to a fiduciary business model. We specialize in comprehensive wealth management for high-net-worth individuals and families, serving as a trusted advisor across every aspect of our clients’ financial lives. Our approach integrates investment management, tax planning, estate planning, insurance, retirement planning, and business planning into one coordinated strategy designed to provide clarity and peace of mind.

Unlike many advisory firms, we intentionally maintain a boutique client experience. We believe exceptional advice comes from deep relationships, proactive planning, and collaboration—not volume. Our growth has been fueled entirely through client referrals, allowing us to focus on delivering exceptional service rather than selling.

Headquartered in Hudson Yards, Manhattan, BlackDiamond Wealth Management is a boutique, referral‑only Registered Investment Advisor (RIA) with a strong commitment to a fiduciary business model. We specialize in comprehensive wealth management for high-net-worth individuals and families, serving as a trusted advisor across every aspect of our clients’ financial lives. Our approach integrates investment management, tax planning, estate planning, insurance, retirement planning, and business planning into one coordinated strategy designed to provide clarity and peace of mind.

Unlike many advisory firms, we intentionally maintain a boutique client experience. We believe exceptional advice comes from deep relationships, proactive planning, and collaboration—not volume. Our growth has been fueled entirely through client referrals, allowing us to focus on delivering exceptional service rather than selling.

Position Summary

Senior Financial Advisor

Headquartered in Hudson Yards, Manhattan, BlackDiamond Wealth Management is a boutique, referral‑only Registered Investment Advisor (RIA) with a strong commitment to a fiduciary business model. We specialize in comprehensive wealth management for high-net-worth individuals and families, serving as a trusted advisor across every aspect of our clients’ financial lives. Our approach integrates investment management, tax planning, estate planning, insurance, retirement planning, and business planning into one coordinated strategy designed to provide clarity and peace of mind.

Unlike many advisory firms, we intentionally maintain a boutique client experience. We believe exceptional advice comes from deep relationships, proactive planning, and collaboration—not volume. Our growth has been fueled entirely through client referrals, allowing us to focus on delivering exceptional service rather than selling.

BlackDiamond Wealth Management is seeking a highly motivated Senior Financial Advisor to become an integral part of our boutique wealth management firm dedicated exclusively to providing comprehensive financial planning and wealth management services to high-net-worth individuals and families.

This is not a sales position. We are looking for an experienced professional who is passionate about solving complex financial challenges, building lasting client relationships, and delivering exceptional, white‑glove service. Working closely with the Managing Partner, Director of Financial Planning, Chief Investment Officer, and broader advisory team, this individual will develop, implement, and monitor customized financial strategies while gradually assuming responsibility for client relationships as the firm continues to grow.

The ideal candidate possesses advanced technical planning expertise, outstanding communication and relationship management skills, and thrives in a collaborative, team‑oriented environment. This role offers a clear path toward becoming one of BlackDiamond's lead advisors and future leaders.

Position Responsibilities

Financial Planning

• Lead the preparation and presentation of comprehensive financial plans.
• Develop sophisticated planning strategies across the six pillars of financial planning.
• Review retirement, cash flow, and withdrawal strategies.
• Maintain clients' financial planning data to ensure recommendations remain current.
• Review estate documents and identify planning opportunities.
• Coordinate with attorneys and CPAs to implement estate and tax planning strategies.
• Assist clients with trust, gifting, charitable, and tax‑efficient planning.

Wealth Management

• Analyze investment allocations relative to client objectives.
• Prepare customized portfolio analyses and recommendations.
• Collaborate with the Chief Investment Officer on investment strategy.
• Partner with the Client Service team to ensure timely implementation of client recommendations.

Client Relationship Management

• Serve as the primary advisor for assigned client relationships.
• Lead discovery meetings, annual reviews, and ongoing planning discussions.
• Translate complex financial concepts into practical recommendations.
• Coordinate implementation of planning strategies across internal and external professionals.

Leadership & Collaboration

• Mentor and develop junior planners and associate advisors.
• Collaborate with firm leadership on complex planning cases.
• Contribute to improving planning processes, client experience, and firm initiatives.
• Support the continued growth and evolution of BlackDiamond Wealth Management.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 7-10+ years of financial planning and wealth management experience.
• CFP® designation required.
• Series 65 (or ability to obtain).
• Life & Health license preferred.
• RIA experience strongly preferred.
• Experience serving high-net-worth and ultra-high-net-worth clients preferred.
• Demonstrated ability to independently lead sophisticated client relationships.
• Advanced knowledge of retirement, tax, estate, and insurance planning.

Technology

• eMoney (or equivalent financial planning software).
• CRM systems (Redtail, Wealthbox, Salesforce, etc.).
• Portfolio management software such as Orion.

Core Competencies

• Client‑first mindset with exceptional relationship skills.
• Detail‑oriented, proactive, and collaborative.
• Ability to simplify complex financial concepts.
• Strong written and verbal communication skills.
• Thrives in a boutique, team‑oriented environment.
• Proficient in Microsoft Office and wealth management technology.

Compensation & Benefits

• Competitive base salary beginning at $165,000, plus performance bonus. Total compensation commensurate with experience.
• Fully paid medical, dental, and vision insurance.
• Traditional and Roth 401(k) with employer match.
• Tuition reimbursement for Securities Industry Essentials (SIE) exam.
• Unlimited PTO and Summer Friday policy.
• Flexible office location and work schedule.

Why Join BlackDiamond?

This is more than a financial planning role—it's an opportunity to help shape the future of one of New York City's premier boutique wealth management firms. You'll work directly alongside the firm's leadership, advise sophisticated high-net-worth families, and have a clearly defined path toward becoming a Lead Advisor and future leader within the organization.