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Senior Financial Planner

Financial Planner Recruiting, LLC
New York, NY Full Time
POSTED ON 3/25/2025
AVAILABLE BEFORE 4/23/2025

Job Description :

Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them.

Responsibilities :

  • Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals.
  • Build and implement iterative financial plans and wealth strategies.
  • Maintain an in-depth understanding of financial planning, investments, and tax planning.
  • Be an active part of a collaborative team and share best practices.
  • Assist our engineering and product teams with prioritizing and creating product plans and roadmaps.
  • Research and present investment strategies.
  • Coordinate tax filing and estate planning.

Qualifications :

  • Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
  • 5-8 years experience in a client-facing financial services roles
  • Experience with in-depth tax planning and building tax projections for clients
  • Significant experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology
  • Interest in or passion for the tech space, and a desire to change the industry
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred
  • Benefits and Compensation :

  • Medical, dental and vision coverage
  • 401k plan
  • Technology allowance
  • Hybrid work environment opportunities available for select employees
  • Paid parental leave
  • In-person team & company events
  • Salaried role, commensurate with experience
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