Senior Financial Planner

Kestra; Town of Avon (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

Kestra is seeking an experienced Senior Financial Planner to join our team in New York. You will provide comprehensive financial planning and wealth management services to high-net-worth clients, developing tailored strategies for long-term financial success.

The ideal candidate holds a CFP, has 7–10 years of experience in wealth management, and is proficient with planning software such as eMoney or MoneyGuidePro, as well as Salesforce CRM.

Qualifications

• Bachelor’s degree in finance, business, accounting, or related field.
• CFP certification required; CFA/CPA a plus.
• 7–10 years in planning or wealth management.
• Proficiency with planning software and CRM systems.

Responsibilities

• Provide comprehensive financial planning and wealth management.
• Develop personalized financial plans with clients.
• Collaborate with clients to implement strategies.
• Monitor and adjust plans for tax efficiency and retirement goals.

Skills

Financial planning

Wealth management

Retirement planning

Tax planning

Client advisory

Education

Bachelor's degree in finance/business

Master’s degree preferred

Tools

eMoney

MoneyGuidePro

Salesforce

Portfolio management tools

Job description

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.

Requirements

Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred).

Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.

Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.

Technical Skills:

• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
• Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
• Experience with CRM systems (e.g., Salesforce) and portfolio management tools.

Benefits

Competitive base salary with performance-based bonuses.

Comprehensive health, dental, and vision insurance.

401(k) plan with company match.

Professional development opportunities, including continuing education reimbursement.