Senior Financial Planning Associate

Job Description

Job Description

About Crossbridge Financial Group of CNY

Crossbridge Financial Group of CNY, established in 1998, continues to be a growing boutique wealth management and financial planning firm dedicated to helping individuals and families make thoughtful financial decisions through comprehensive financial planning.

Why Join Crossbridge?

This is an opportunity to join a firm at a pivotal stage of growth. We are actively investing in its people, technology, planning processes, leadership development, and long-term succession strategy.

The successful candidate will work directly with the lead Financial Planners, Nicole Hurley and Michele Conte, receive meaningful mentorship, and to shape a long-term career path within a collaborative, client-focused organization.

If you are an experienced financial planning professional who enjoys the technical side of planning and aspires to grow into a larger planning and advisory role, we want to hear from you.

Position Summary 

The Senior Financial Planning Associate leads the firm's financial planning process and planning team. This role is responsible for ensuring planning quality, developing planning strategies, mentoring planning staff, and supporting advisors in the delivery of comprehensive wealth management advice. 

Ideal Candidate

We are looking for someone who:

• Enjoys comprehensive financial planning and solving complex planning scenarios
• Takes pride in accurate and detailed work
• Thinks critically and analytically
• Is proactive and self-directed
• Wants to continually learn and grow
• Values teamwork and collaboration

Primary Responsibilities 

• Manage and maintain the practice’s financial planning pipeline, planning workflows and processes 
• Train and mentor Financial Planning Associates 
• Assist with meeting preparation and post meeting action items  
• Gather, organize, and verify financial information
• Identify planning issues, assumptions, risks, and opportunities
• Build comprehensive financial plans and recommendations for Planner review
• Ensure consistency and quality across planning deliverables 
• Attend client meetings as needed 

Planning Areas May Include:

·       Cash flow analysis

·       Tax planning coordination

·       Retirement planning

·       Estate planning coordination

·       Insurance planning

·       Education planning

·       Social Security planning

·       Medicare considerations

·       Charitable planning strategies

·       Equity compensation planning

o   Restricted Stock Units (RSUs)

o   Incentive Stock Options (ISOs)

o   Employee Stock Purchase Plans (ESPPs)

·       Real estate analysis

·       Business owner planning

Qualifications Preferred:

• 5+ years financial planning experience 
• CFP® designation preferred or pursuing designation 
• Experience with planning software such as Income Lab, eMoney, Holistiplan, Wealth, LPL software, etc.

·       Candidates with extensive experience utilizing planning software for scenario development, troubleshooting, and plan reconciliation will be strongly preferred.

• Advanced knowledge within the Microsoft 365 suite and CRM systems
• Strong understanding of comprehensive financial planning concepts, scenarios, and outcomes
• Ability to work independently and manage multiple assignments
• Leadership experience preferred 
• Excellent organizational and communication skills 
• High attention to detail and accuracy

Compensation Package 

• Starting salary: $75,000+
• • Compensation will be commensurate with experience, credentials, licensing, and planning expertise