Senior Financial Planner, Tech-Driven Wealth Strategy
Range
A financial technology company is seeking a Senior Financial Planner to join their innovative team in New York or McLean. This role involves providing comprehensive financial planning for members and collaborating with product teams to enhance financial tools. Ideal candidates have 6-9 years in client-facing roles and relevant certifications like CFP or CPA. The position offers a hybrid work environment, top-tier benefits including comprehensive health coverage and a 401k plan. Exciting opportunities to change the wealth management space await. #J-18808-Ljbffr Range
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and possess...Senior
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech... ...and need a tech stack that saves HOURS in... ...planning across investment strategy, tax aware planning, retirement... ...high-velocity, deadline-driven setting while managing multiple...SeniorRemote work
- ...hiring an AVP, Advisor to provide tailored investment strategies and manage client relationships across New York. You'll lead complex financial plans and collaborate with external experts to deliver comprehensive wealth solutions. The ideal candidate will have 4-7 years...Senior
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting... ...and has over five years of experience in a client-facing financial role. This consultative sales position allows for flexible...SeniorRemote jobFlexible hours
- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This... ...involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will have...Suggested
$136k - $185k
...is a leading data-driven, technology-enabled... ...-based marketing strategies. Its combined strengths... ...of dentsu.As the Senior Director,... ...supporting an Insurance/Wealth Management client... ...markets (Insurance, Financial Services, Non-... ...Entertainment, B2B, High Tech) To be successful...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week- ...Job Description The senior wealth advisor position at Mariner will... ...that include a coordinated financial strategy that aligns with each client... ...advisor will be an experienced planner, thoughtful listener, have... ...team mentality and be driven to grow professionally and...Senior
- BPP Wealth Solutions in New Jersey is seeking a Senior Financial Planner to lead a small team and collaborate with clients to craft holistic financial plans. You will... ...day-to-day questions, ensuring clear, tailored strategies. This hybrid role offers in-office...SeniorWork at office2 days per week3 days per week
$130k - $185k
...,000 - $185,000Job Function: Strategy and ExecutionEmployer: EY Global... ...line, the Deal Management - Financial Services practice works on... ...Your key responsibilitiesAs a Senior Associate-Consultant in EY-Parthenon... ....Business and Commercially Driven - working in a fast-paced,...SeniorWork experience placementSummer holidayWork at officeFlexible hours$170k - $210k
...families amplify and simplify their financial lives by integrating... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand... ...wealth management.Job Summary:The Senior Wealth Advisor focuses on... ...Licenses:Certified Financial Planner (CFP) designation required. In...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$350k
...Senior Advisor/Banker Our client is a growing super regional... ...opportunities. Provide integrated financial services advice to these... ...a self-motivated, highly driven, and entrepreneurial personality... ...7+ years' experience in the wealth management industry as either...Senior$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients... ...for a comprehensive wealth management strategy for individuals, business owners, and/or... ...Officers to assess client's current financial situation, goals and objectives to determine...SeniorTemporary workWork experience placement- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide... ...net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related...Senior
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational... ...in understanding and defining their financial planning and investment needs and... ...situation and be able to advise on investment strategy, tax planning, retirement planning,...SeniorWork at officeImmediate start- Rate is a leading retail mortgage lender delivering a tech-driven experience to help customers achieve homeownership. We partner with Loan Officers to ensure a timely, accurate mortgage process from application to closing, across conventional, FHA, and VA products. Join...Senior
$102.5k - $187.9k
...leader in serving the global financial services marketplace and the... ...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...lead, you will partner with senior stakeholders across... ...assurance, consulting, tax, strategy and transactions. Fueled by sector...SeniorWork experience placementSummer holidayFlexible hours$100k - $300k
...dedicated to delivering personalized financial solutions that provide comfort,... ...an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly... ...successful business development strategies for all markets served in order...SeniorBase plus commissionFlexible hours- Monks is seeking an Associate Director, Media Strategy to lead end-to-end strategy and planning for our flagship client relationships.... ...plans informed by rich consumer insights. The role emphasizes data-driven storytelling, career growth for direct reports, and...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- Goldman Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio strategies for PWAs and clients. The role emphasizes collaboration with regional PWA teams, strong quantitative and qualitative analysis, and...Senior
$170k - $210k
A leading tech recruitment firm is seeking a Senior People Partner (GTM) in New York City. The role involves advising senior leaders on people strategy, aligning it with commercial objectives. Responsibilities... ...relations, and using data-driven insights for decision-making....SeniorFlexible hours$130k - $185k
...consulting role focused on private equity and SaaS companies in New York. The position involves conducting data-driven analysis and developing actionable strategies. Candidates must have a relevant degree and 2 years of experience, ideally in management consulting or...Senior- Inverto North America, backed by BCG, seeks a Senior Consultant in Tech Sourcing to lead data‑driven IT sourcing strategies for top clients. You’ll handle cloud, SaaS, and infrastructure categories, assess suppliers, and shape recommendations that deliver real business...Senior
- Frog, a Capgemini Invent studio, seeks a Senior Product Manager to own the strategy, definition, and delivery of physical and digital products across engagements... ...shape product frameworks, while advocating for customer insights and AI-driven opportunities. #J-18808-Ljbffr FrogSenior
$130k - $180k
...Senior Full-Stack Developer (.NET/C#) | Private Wealth Technology The Private Wealth Technology... ...~ Experience in financial services;... ...Familiarity with Domain-Driven Design (DDD) and... ...macros and VBA. Tech Environment... ...across a range of strategies-including equity,...SeniorWork at officeLocal areaWorldwideShift work2 days per week$90k - $150k
Ytswealth is seeking a driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities include developing comprehensive... ...will have at least 5 years in wealth management, relevant licenses, and...SeniorFull time- United States Digital Space LLC seeks a visionary Senior Director, Strategy & Product Management to redefine sterile processing workflows. This... ...transform our SaaS platform from a functional tool into an AI‑driven command center for hospital SPD operations. You will own...Senior
- ...the leading enterprise AEO platform, is seeking a Senior AEO/SEO Strategist to guide risk assessment and growth... ...with Customer Success and Sales to craft tailored strategies, mentor peers, and drive renewals with data-driven insights and AI-powered analytics. This role...Senior
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment... ...-net-worth clients, delivering bespoke financial advice, and driving product growth... ...communication skills, and be fluent in data-driven insights. Competitive compensation...Senior$165k - $225k
...leader and innovator in the financial services industry and is evolving... ...brand into a technology-driven organization. Our people are... ...trillion in total assets. Our Wealth Management & Insurance... ...targeted business development strategies to expand the client base and...SeniorHourly payFull timeContract workLocal areaShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner, Tech-Driven Wealth Strategy. Be the first to apply!
- financial advisor training program New York, NY
- finance operations associate New York, NY
- financial planning assistant New York, NY
- entry level financial advisor New York, NY
- estate planning consultant New York, NY
- associate leveraged finance New York, NY
- financial advisor development program New York, NY
- oracle financial functional consultant New York, NY
- patient financial counselor New York, NY
- financial advisor part time New York, NY

