Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner, Tech-Driven Wealth Strategy in New York, NY vacancy
  • 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

    Range

    New York, NY
    4 days ago
  •  ...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... 
    Senior
    Remote work

    Professions

    New York, NY
    3 days ago
  • A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP... 
    Senior

    Compound Planning, Inc.

    New York, NY
    3 days ago
  •  ...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

    NFP Corp

    New York, NY
    3 days ago
  •  ...Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client...  ...tailored investment guidance and collaborative financial planning. The role requires expertise in...  ...ability to provide holistic financial strategies. Ideal candidates will possess strong... 
    Senior
    Work at office

    Charles Schwab Corporation

    New York, NY
    2 days ago
  • 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... 

    Cardata

    New York, NY
    1 day ago
  • A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra...  ...clients. The role centers on delivering sophisticated financial planning strategies while leveraging advanced technology. Candidates should possess... 

    Farther

    New York, NY
    3 days ago
  • $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... 
    Senior
    Work experience placement
    Summer holiday
    Flexible hours

    Ernst & Young Advisory Services Sdn Bhd

    New York, NY
    4 days ago
  • $87.4k - $253k

    Accenture is seeking a Technology Strategy Manager/Sr. Manager to advise clients in the Communications, Media & High-Tech Industry on technology strategies. Responsibilities include serving as a trusted advisor to the C-suite, driving innovative business transformations... 
    Senior

    Accenture

    New York, NY
    1 day ago
  •  ...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

    Mariner

    New York, NY
    3 days ago
  • Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role requires strong qualifications, including an active FINRA... 
    Senior

    Charles Schwab

    New York, NY
    3 days ago
  • Chris Baily is looking for a Sr. Manager, Wealth Advisor to manage client relationships and deliver tailored investment guidance. This role focuses on comprehensive financial planning and collaboration with an advisory team for client success. The ideal candidate will... 
    Senior

    Chris Baily

    New York, NY
    2 days ago
  • Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in New York. This seasoned professional...  ...skills. The ideal candidate should be self-driven, with a proven track record in financial strategy, and hold the necessary regulatory registrations. Competitive... 
    Senior

    Citigroup Inc.

    New York, NY
    20 hours ago
  •  ...Team The New Verticals Finance & Strategy team supports DoorDash's...  ...restaurants. We are looking for a Senior Associate who can model the future...  ...across the business to support financial decisions and ensure we are making efficient, data-driven decisions. Given the small size... 
    Senior
    Hourly pay
    Work at office
    Local area
    Remote work
    Flexible hours

    DoorDash

    New York, NY
    3 days ago
  • $192k - $269k

    Wealth Mgmt Strategy The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their...  ...team follows a hypothesis‑driven, fact‑based approach to...  ...quantify potential bottom‑line financial impact Work with the team... 
    Senior
    Work experience placement

    TIAA

    New York, NY
    20 hours ago
  • $350k

     ...Jersey. Our client is seeking a Senior Advisor/ Banker who leads...  ...opportunities. Provide integrated financial services advice to these...  ...Possess a self-motivated, highly driven, and entrepreneurial...  ...7+ years' experience in the wealth management industry as either... 
    Senior

    Avior Executive Search, Inc

    New York, NY
    2 days ago
  • Kids for the Future is seeking an Associate Wealth Advisor to join the Client Services Team. This role offers hands-on experience in...  ...with experienced Wealth Advisors. You will assist in developing financial plans for clients and ensure exceptional client service. The ideal... 

    Kids for the Future

    New York, NY
    4 days ago
  •  ...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

    Beacon Pointe

    New York, NY
    2 days ago
  •  ...Description Prosperity is a leading wealth management company dedicated to providing objective financial planning services and...  ...EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth...  ..., estate planning, tax strategies for assets under management and... 
    Senior
    Work at office
    Local area
    Remote work

    Dormont Manufacturing Company

    New York, NY
    4 days ago
  • $170.5k - $284.1k

     ...coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families....  ...Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions... 
    Senior
    Temporary work
    Work experience placement

    Wilmington Trust

    New York, NY
    20 hours ago
  • $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,... 
    Senior
    Work at office
    Immediate start

    urgent recruiting

    New York, NY
    20 hours ago
  • Savvy Wealth, Inc. is seeking a Senior Product Marketing Manager to lead the marketing for Savvy Wealth Investment Management (SWIM) and financial products. This role involves collaborating with the CIO to productize investment strategies, creating comprehensive collateral... 
    Senior
    Work at office

    Savvy Wealth, Inc.

    New York, NY
    1 day ago
  • $180k - $241.5k

    Bank of America is looking for a Product Manager specializing in wealth management deposit products in New York. This position involves developing product management plans, leading cross-functional strategies, and overseeing product pricing. The ideal candidate will have... 
    Senior

    Bank of America

    New York, NY
    2 days ago
  • $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

    Lazard Ltd

    New York, NY
    1 day ago
  • $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... 
    Senior
    Base plus commission
    Flexible hours

    Weaver

    New York, NY
    4 days ago
  • Merceradvisors is seeking a Wealth Path Wealth Advisor in New York City. This role focuses on providing tailored financial advice and support to a diverse client base. Candidates should have a strong background in finance, investment knowledge, and a client-oriented mindset... 
    Senior

    Merceradvisors

    New York, NY
    4 days ago
  • $140k - $180k

    A leading tech company is seeking a Senior Associate to join their Customer Strategy team. This remote role focuses on customer retention and growth, utilizing data-driven decision-making to enhance customer experience. Responsibilities include uncovering churn causes,... 
    Senior
    Remote work

    Owner.com

    New York, NY
    1 day ago
  • Join Neuberger Berman as a Senior Relationship Manager in New York...  ...lead relationship management strategies, focusing on high-net-worth...  ...portfolio managers, develop wealth strategies, and facilitate asset...  ...communication skills and financial planning expertise are essential... 
    Senior

    Neuberger Berman

    New York, NY
    1 day ago
  • $85k - $145k

    Mercer Advisors is seeking a Wealth Path Wealth Advisor in New York, NY, to join their client-focused team. You will manage a diverse client book, providing tailored financial advice and ensuring exceptional client interactions. Candidates should possess a Bachelor's in... 
    Senior

    Merceradvisors

    New York, NY
    4 days ago
  • $125k - $200k

    Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate... 
    Senior
    Full time

    Corient Private Wealth LLC.

    New York, NY
    20 hours ago

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!