Sr. Financial Planning Associate

CFP Board of Standards Inc.; City of Syracuse (NY); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health Insurance

401(k) with 3% Company Match

Disability Insurance

Life Insurance

Paid Time Off - 16 Holidays, 10 days,

7 sick days

CFP Education support

Career Advancement Opportunities

Job summary

Crossbridge Financial Group of CNY in East Syracuse, NY is seeking a Senior Financial Planning Associate to lead the firm's planning process and mentor the planning team. The role focuses on delivering high-quality, comprehensive financial plans and guiding staff to ensure rigorous planning and client service.

You will collaborate with lead planners, shape planning strategies, and support advisors in delivering wealth management advice within a collaborative, client-focused environment.

Qualifications

• 5+ years financial planning experience.
• CFP designation preferred or pursuing designation.
• Experience with planning software such as Income Lab, eMoney, Holistiplan, Wealth, LPL software.
• Advanced knowledge of Microsoft 365 suite and CRM systems.
• Ability to work independently and manage multiple assignments.
• Leadership experience preferred.

Responsibilities

• Manage and maintain the practice’s financial planning pipeline, planning workflows and processes.
• Train and mentor Financial Planning Associates.
• Assist with meeting preparation and post meeting action items.
• Gather, organize, and verify financial information.
• Identify planning issues, assumptions, risks, and opportunities.
• Build comprehensive financial plans and recommendations for Planner review.
• Ensure consistency and quality across planning deliverables.
• Attend client meetings as needed.

Skills

Financial planning

Attention to detail

Critical thinking

Proactive

Lifelong learning

Teamwork

Education

CFP designation preferred or pursuing

Tools

Income Lab

eMoney

Holistiplan

Wealth

LPL software

Microsoft 365 & CRM

Job description

Senior Financial Planning Associate

Crossbridge Financial Group of CNY

East Syracuse, NY | Full-Time | Primarily In-Office (Hybrid/Remote Considered for Exceptional Candidates)

About Crossbridge Financial Group of CNY

Crossbridge Financial Group of CNY, established in 1998, continues to be a growing boutique wealth management and financial planning firm dedicated to helping individuals and families make thoughtful financial decisions through comprehensive financial planning.

Why Join Crossbridge?

This is an opportunity to join a firm at a pivotal stage of growth. We are actively investing in its people, technology, planning processes, leadership development, and long-term succession strategy.

The successful candidate will work directly with the lead Financial Planners, Nicole Hurley and Michele Conte, receive meaningful mentorship, and to shape a long-term career path within a collaborative, client-focused organization.

If you are an experienced financial planning professional who enjoys the technical side of planning and aspires to grow into a larger planning and advisory role, we want to hear from you.

Position Summary

The Senior Financial Planning Associate leads the firm's financial planning process and planning team. This role is responsible for ensuring planning quality, developing planning strategies, mentoring planning staff, and supporting advisors in the delivery of comprehensive wealth management advice.

Ideal Candidate

We are looking for someone who:

• Enjoys comprehensive financial planning and solving complex planning scenarios
• Takes pride in accurate and detailed work
• Thinks critically and analytically
• Is proactive and self-directed
• Wants to continually learn and grow
• Values teamwork and collaboration

Primary Responsibilities

• Manage and maintain the practice’s financial planning pipeline, planning workflows and processes
• Train and mentor Financial Planning Associates
• Assist with meeting preparation and post meeting action items
• Gather, organize, and verify financial information
• Identify planning issues, assumptions, risks, and opportunities
• Build comprehensive financial plans and recommendations for Planner review
• Ensure consistency and quality across planning deliverables
• Attend client meetings as needed

Planning Areas May Include:

• Cash flow analysis
• Tax planning coordination
• Retirement planning
• Estate planning coordination
• Insurance planning
• Education planning
• Social Security planning
• Medicare considerations
• Charitable planning strategies
• Equity compensation planning
  • Restricted Stock Units (RSUs)
  • Incentive Stock Options (ISOs)
  • Employee Stock Purchase Plans (ESPPs)
• Real estate analysis
• Business owner planning

Qualifications Preferred:

• 5+ years financial planning experience
• CFP® designation preferred or pursuing designation
• Experiencewith planning softwaresuch as Income Lab, eMoney, Holistiplan, Wealth, LPL software, etc.
  • Candidates with extensive experience utilizing planning software for scenario development, troubleshooting, and plan reconciliation will be strongly preferred.
• Advanced knowledge within the Microsoft 365 suiteand CRM systems
• Strong understanding of comprehensive financial planning concepts, scenarios, and outcomes
• Ability to work independently and manage multiple assignments
• Leadership experience preferred
• Excellent organizational and communication skills
• High attention to detail and accuracy

Compensation Package

• Starting salary: $75,000+
  • Compensation will be commensurate with experience, credentials, licensing, and planning expertise

Benefits

• Health Insurance
• 401(k) with 3% Company Match
• Disability Insurance
• Life Insurance
• Paid Time Off- 16 Paid Holidays, 10 vacation days, 7 sick days
• Financial Support for CFP® Education and other Professional Development
• Career Advancement Opportunities