Senior Financial PlannerFinancial Planner Recruiting, LLC • New York, NY, United States
Senior Financial Planner
Financial Planner Recruiting, LLC • New York, NY, United States
30+ days ago
Job type
- Full-time
Job descriptionActive 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 Medical, dental and vision coverage 401k plan Technology allowance Hybrid work environment opportunities available for select employees PTO Paid parental leave In-person team & company events Salaried role, commensurate with experience
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 :
Benefits and Compensation :
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Financial Planner • New York, NY, United States
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