Senior Financial Planner – Hybrid & Equity WealthTech

53 Stations; McLean (VA); Hybrid; USD 130,000 - 230,000; Full time

Benefits offered by this job

Health coverage

401k plan

Technology allowance

Hybrid work environment

PTO

Top of Market Pay

Paid parental leave

In-person team events

Job summary

53 Stations seeks a Senior Financial Planner to craft personalized financial plans for members and support them through our asynchronous messaging platform. You will collaborate with the whole team to address questions and refine plans while shaping product feedback.

You’ll partner with product and engineering to improve our wealth management tools and deliver comprehensive tax and investment guidance to clients across multiple hubs.

Qualifications

• Must hold one or more of the following designations: CFP, CPA, CFA, EA or ECA.
• 6–9+ years in client-facing financial services.
• Strong knowledge of tax planning and investment strategies.

Responsibilities

• Understand members' needs and advise on financial goals.
• Develop and implement iterative financial plans and wealth strategies.
• Stay current on financial planning, investments, and tax planning.

Skills

CFP

CPA

CFA

EA

ECA (Equity Compensation)

Education

BS/BA in Finance or Accounting

Job description

53 Stations seeks a Senior Financial Planner to craft personalized financial plans for members and support them through our asynchronous messaging platform. You will collaborate with the whole team to address questions and refine plans while shaping product feedback.

You’ll partner with product and engineering to improve our wealth management tools and deliver comprehensive tax and investment guidance to clients across multiple hubs.