Senior Financial Planning Analyst

This is a fully remote position, open to applicants in New York.

📋 Description

• Develop thorough financial plans for affiliated advisors, addressing areas such as retirement, taxation, estate planning, education financing, insurance, cash flow, Social Security analysis, and more.

• Conduct in-depth tax analyses, including Roth conversion modeling, strategies for tax-efficient withdrawals, timing of income, and scenarios for charitable giving.

• Create estate planning strategies and collaborate with advisors on trust, gifting, and wealth transfer approaches.

• Examine client documents (tax returns, account statements, estate documents) to uncover planning opportunities.

• Act as a reliable planning specialist for a diverse array of independent advisors, each with their distinct brand and client engagement style.

• Equip advisors for client meetings by providing clear, presentation-ready materials and discussion points.

• Assist in defining and enhancing workflows, templates, and quality standards for our centralized planning operations.

• Provide mentorship and training to junior planners as the team expands.

⛳️ Requirements

• Must possess a CFP® certification (active and in good standing).

• 3–5 years of practical experience in creating comprehensive financial plans within a professional environment (RIA, broker-dealer, or planning firm).

• Strong proficiency in financial planning software related to comprehensive planning, tax planning, and estate planning (e.g., RightCapital, Holistiplan, Wealth.com, eMoney, or similar platforms).

• Capability to simplify complex planning concepts into clear, actionable deliverables that advisors can present confidently to clients.

• Ability to manage multiple advisor relationships simultaneously, each with varying styles and client bases.

• Preferred qualifications include Series 65 or 7 & 63 certifications.

• Experience in a multi-advisor or enterprise RIA setting (not solely supporting a single advisor).

• Familiarity with and enthusiasm for impact investing and values-aligned financial planning.

• Proven history of enhancing processes—demonstrated ability to create templates, streamline workflows, or implement tools that improve the efficiency of a planning team.

• Interest in mentoring or leading others; management experience is not required, but a desire to pursue it is essential.

🏝️ Benefits

• Competitive benefits package that includes health, dental, vision, 401(k), and paid time off.