Senior Financial Planner — Hybrid WealthTech Innovator

Range; New York (NY); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

Paid parental leave

In-person team events

Job summary

A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through innovative technology. This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications. You will work collaboratively with a diverse team, implementing financial plans and engaging with product development. The role offers comprehensive health benefits, competitive pay, and a hybrid work environment.

Qualifications

• 6-9+ years of experience in client-facing financial services roles.
• Active designation(s): CFP, CPA, CFA, EA, or similar.
• Significant experience delivering financial advice directly to consumers.

Responsibilities

• Develop and implement iterative financial plans and wealth strategies.
• Advise on financial goals based on unique member needs.
• Collaborate with engineering and product teams on product roadmaps.

Skills

Client consultancy

Financial planning

Investment strategy

Tax planning

Collaborative teamwork

Education

BS or BA in Finance, Accounting, or related major

Tools

Financial planning software

Job description

A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through innovative technology. This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications. You will work collaboratively with a diverse team, implementing financial plans and engaging with product development. The role offers comprehensive health benefits, competitive pay, and a hybrid work environment.