Senior Financial Planner
Job Description
Job Description
Senior Financial Planner
Location: Pleasantville, NY
Status: Full-time, Hybrid
Compensation: $125,000 - $140,000 base salary
We are a wealth management team committed to helping clients navigate life's milestones with clarity and confidence. We take pride in building deep, lasting relationships—celebrating successes and supporting challenges—while tailoring our advice to each stage of their journey. Our work is rooted in unwavering integrity and a steadfast focus on our clients' best interests, delivered by a team of seasoned advisors and experienced professionals dedicated to making a meaningful impact. We've also been named to the 2025 Forbes Best-in-State Wealth Management Teams list, a testament to our commitment to excellence and client-centered approach.
We're excited to have an opportunity to welcome a new Senior Financial Planner to our team! If you have experience as a Financial Plannerand love solving problems, we would love to hear from you! Our firm is a close and tight-knit team that works collaboratively to bring our values to the table each day: quality work, humility, and optimism. This individual will play a pivotal role in managing planning workflow and ensuring all outputs meet firm standards. This is a hands-on, strategic role suited for someone who thrives on solving unique planning needs and enjoys the complex challenges along the way.
The attributes that we look for in teammates include:
- Passionate about serving clients and their financial lives
- Strong attention to detail
- A strategic and proactive perspective
- Takes ownership of quality control—curious, thorough, and committed to a high standard of deliverables
- Desire to continuously grow and develop as a financial planner
- Careful listening skills
- Respect for compliance regulations and established procedures
- Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
- Strong self-starter
- Direct communicator with flexibility and openness working within the team
- Desire to be a long-term contributing member of the team
As a Senior Financial Planner , you can expect to:
- Collaborate with advisors to manage the financial planning process, ensuring high-quality and timely deliverables
- Be an integral part of launching new planning clients, an arc of 4-5 meetings that results in delivery of the initial financial plan
- Oversee planning-related tasks and quality control of data entered by junior staff, providing feedback and direction
- Stay current on industry and tax trends, contributing to more strategic planning and client solutions
- Use Naviplan planning software to update and draft plans
- Maintain client data and workflows in CRM systems, ensuring tasks are tracked and delegated appropriately
- Contribute to internal process improvements and initiatives related to financial planning
Qualifications for this role include:
- Bachelor's degree required
- CFP® designation required
- Industry track record and experience, including 5+ years in a planning role
- Ability to communicate effectively and comfortably with clients and advisors
- Proficient with Naviplan software and comfortable working in the MS Office environment; including Word, Excel and Teams
- Excellent written and verbal communication skills
- Comfortable with helping junior staff to develop and grow; capable of overseeing and guiding their work
- Self-starter with strong attention to detail and a natural curiosity about financial strategy and impact
- Ability to propose solutions or identify opportunities as well as lead the team through to results.
- Ability to be effective and productive while working independently
- Strong desire to learn and build a career
- Demonstrated job stability
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!