Senior Financial Planner, Tech-Driven Wealth Strategy

Range; New York (NY); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

Hybrid work environment

Paid parental leave

Job summary

A financial technology company is seeking a Senior Financial Planner to join their innovative team in New York or McLean. This role involves providing comprehensive financial planning for members and collaborating with product teams to enhance financial tools. Ideal candidates have 6-9 years in client-facing roles and relevant certifications like CFP or CPA. The position offers a hybrid work environment, top-tier benefits including comprehensive health coverage and a 401k plan. Exciting opportunities to change the wealth management space await.

Qualifications

• 6-9+ years experience in a client-facing financial services role.
• Experience in tax planning and building tax projections.
• Exceptional investment knowledge and strong communication skills.

Responsibilities

• Advise members on financial goals and strategies.
• Build and implement individual financial plans.
• Collaborate with product and engineering teams.

Skills

Certified Financial Planner (CFP)

Client-facing financial services

Tax planning

Investment acumen

Financial services technology experience

Education

Bachelor's degree in Finance, Accounting

Job description

A financial technology company is seeking a Senior Financial Planner to join their innovative team in New York or McLean. This role involves providing comprehensive financial planning for members and collaborating with product teams to enhance financial tools. Ideal candidates have 6-9 years in client-facing roles and relevant certifications like CFP or CPA. The position offers a hybrid work environment, top-tier benefits including comprehensive health coverage and a 401k plan. Exciting opportunities to change the wealth management space await.