Senior Financial Planner — Tech-Driven Wealth & Collaboration

Range; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

Hybrid work environment

Paid time off

Top of market pay

Paid parental leave

Job summary

A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and possess strong client-facing experience. This position is based in New York City, Seattle, or McLean, VA, and requires an active role in understanding client needs and delivering expert advice within a collaborative work environment.

Qualifications

• Active certification(s) as CFP, CPA, CFA, EA, or similar required.
• 4-8+ years experience in financial services roles.
• Significant experience delivering financial advice directly to clients.

Responsibilities

• Craft financial plans for clients using asynchronous messaging.
• Collaborate with the product team to build proprietary tools.
• Research and present investment strategies.

Skills

Certified Financial Planner (CFP)

Client-facing experience

Tax planning

Investment acumen

Financial services technology

Organizational skills

Written communication

Education

BS or BA in Finance, Accounting, or related major

Job description

A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and possess strong client-facing experience. This position is based in New York City, Seattle, or McLean, VA, and requires an active role in understanding client needs and delivering expert advice within a collaborative work environment.