Senior Financial Planner, Advisor Platform Leader

Stake Australia; New York (NY); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Performance-based bonus

Job summary

Stake Australia is looking for a Senior Financial Planner in New York City. This role involves producing comprehensive financial plans for advisors and requires CFP certification with 3–5 years of related experience. You will mentor junior planners and help define workflows for the planning team. Compensation is competitive, ranging from $85,000 to $105,000, plus performance bonuses. The opportunity offers growth within a mission-driven company focusing on values-aligned investing.

Qualifications

• 3–5 years of hands-on experience in building comprehensive financial plans.
• Strong understanding of tax, estate, and retirement planning.
• Expertise in financial planning software tools.

Responsibilities

• Produce comprehensive financial plans for advisors.
• Run detailed analyses including tax planning and estate scenarios.
• Mentor junior planners as the team grows.

Skills

CFP® certification

Financial planning software knowledge

Ability to translate concepts into deliverables

Experience in planning environment

Comfort with multiple advisor relationships

Education

CFP® certification

Tools

RightCapital

Holistiplan

Wealth.com

eMoney

Job description

Stake Australia is looking for a Senior Financial Planner in New York City. This role involves producing comprehensive financial plans for advisors and requires CFP certification with 3–5 years of related experience. You will mentor junior planners and help define workflows for the planning team. Compensation is competitive, ranging from $85,000 to $105,000, plus performance bonuses. The opportunity offers growth within a mission-driven company focusing on values-aligned investing.