Senior Financial Planner

Financial Planner Recruiting, LLCNew York, NY, United States

30+ days ago

Job type

Full-time

Job description

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

PTO

Paid parental leave

In-person team & company events

Salaried role, commensurate with experience

Create a job alert for this search

Financial Planner • New York, NY, United States

Related jobs

Promoted

Financial Planner

RANGENew York, NY, United States

Full-time

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their ...Show moreLast updated: 9 days ago

Promoted

Certified Financial Planner

MassMutual Metro NYNew York, NY, United States

Full-time

We are seeking driven and client-focused individuals to join our team of Certified Financial Planners.In this role, you will have the opportunity to build a financial services practice through pers...Show moreLast updated: 9 days ago

Promoted

Financial Planner

EmpowerCorona, NY, United States

Full-time

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 1 day ago

Promoted

Financial Planner

NYL - Nassau GOUniondale, NY, United States

Full-time

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business o...Show moreLast updated: 1 day ago

Senior Analyst - Financial Planning & Analysis

Razzino Associates, Inc.West Harrison, New York, United States

Full-time

Quick Apply

Senior or Director of Financial Planning & Analysis.Our client is a marketer, manufacturer and distributor of fertilizer products is seeking their Senior Financial Planning Analyst.Commodities ...Show moreLast updated: 30+ days ago

Promoted

Financial Planner (Remote)

EmpowerStaten Island, NY, United States

Remote

Full-time

Promoted
New!

Senior Finance Business Partner - Complex Financial Modeling

National GridNew York, New York, United States

Full-time

Here at National Grid, we connect homes and businesses to power, making sure supply and demand match each other.We make sure the lights are on in schools, operating theatres, and sporting arenas; w...Show moreLast updated: 14 hours ago

Promoted

Senior Financial Advisor

MassMutual Metro NYManalapan Township, NJ, US

Full-time

We are actively seeking established, client-focused financial professionals to join our advisory team.This is a unique opportunity to grow or transition your existing advisory practice within a sup...Show moreLast updated: 30+ days ago

Promoted

Senior Wealth Planner

Neuberger Berman Group LLCNew York, NY, United States

Full-time

The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructi...Show moreLast updated: 1 day ago

Promoted

Financial Planning & Analysis, Senior Associate

Guggenheim InvestmentsNew York, NY, United States

Full-time

Guggenheim Investments is seeking an exceptional, analytical, and highly motivated individual to be part of our FP&A team. This is a high-impact, high-visibility role providing comprehensive exposur...Show moreLast updated: 8 days ago

Promoted

Financial Planner

TradeJobsWorkForce10276 New York, NY, US

Full-time

Financial Planner Job Duties : Provide financial planning and investment advisory services.Res...Show moreLast updated: 30+ days ago

Promoted

Financial Planner (Remote)

EMpowerNew York, NY, United States

Remote

Full-time

Financial Planner

Sentinel GroupNew York, NY, US

Full-time

Quick Apply

This a remote role for candidates based in New York or New Jersey.We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contr...Show moreLast updated: 30+ days ago

Promoted