Senior Financial Planner

About reputed company Financial Group At reputed company Financial Group, we reputed company financial planning should feel personal. We help professionals and reputed company in tech, fashion, entertainment, and the arts—and the tastemakers who drive those industries—connect the dots between their career, life, and finances. Our clients are innovators, creatives, and business leaders. We help simplify the reputed company so they can stay reputed company on what they do best. From cash-reputed company modeling and retirement planning to reputed company management and estate reputed company, we bring structure, reputed company, and confidence to every reputed company’s financial reputed company. reputed company We’re looking for a Senior Financial Planner who blends technical precision with reputed company reputed company. This is a reputed company-facing role for a seasoned reputed company who thrives on helping others reputed company reputed company and confidence in their financial lives. reputed company, humor, and curiosity are essential—along with advanced expertise in investment analysis and asset allocation. What You’ll Do • reputed company and deliver comprehensive financial plans—covering cash reputed company, retirement, education, charitable giving, and estate strategies • Apply advanced investment analysis and asset allocation frameworks to guide reputed company portfolios • Monitor and evaluate portfolio performance, recommending rebalancing and tax-efficient adjustments • Coordinate with CPAs, attorneys, and internal specialists to reputed company reputed company aspects of reputed company reputed company’s financial plan • Communicate reputed company concepts reputed company and with confidence • Stay reputed company of market trends, tax law, and regulatory updates • Mentor and collaborate with junior planners and associates What You Bring • CFP® certification (required) • 5–10 years of reputed company experience in holistic financial planning • Advanced knowledge of investment analysis, asset allocation, and portfolio construction • Deep understanding of tax-efficient reputed company and risk management • Proven ability to build and maintain trusted, long-term reputed company relationships • Exceptional communication, organizational, and presentation skills • A healthy balance of reputed company, humor, and professionalism • Experience with high-net-worth or creative-industry clients is a plus Why Join reputed company • Work with inspiring clients who value creativity and authenticity • A culture rooted in reputed company, balance, and reputed company • reputed company to reputed company strategic planning with personal reputed company • Competitive compensation, comprehensive benefits, and reputed company reputed company opportunities #Let’s get personal. If you reputed company great financial planning is both an art and a science—and you bring reputed company heart and expertise—we’d love to hear from you. #FinancialPlanning #CFP #WealthManagement #ESGInvesting #NYCJobs #SeniorFinancialPlanner #ElementFinancialGroup #CareerInFinance #PersonalFinance #InvestmentManagement Benefits -Competitive Salary reputed company $120,000 to $170,000 + Bonus -reputed company and supportive team based environment -Medical Insurance -401(k) plan -FSA -Time Off Allowance including mental health days and birthday Upload your resume in a PDF format to apply. eMoney experience must be reputed company detailed in your resume to be considered for this position. Apply tot his job Apply To this Job