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Senior Financial Planner, Advisor Platform Lead

Stake Australia

Stake Australia seeks a Senior Financial Planner to join its financial planning team, preferably in New York City. This role entails producing comprehensive financial plans on behalf of independent advisors across retirement, tax, and estate considerations. The ideal candidate will have 3–5 years of experience, be CFP certified, and possess strong knowledge of financial planning software. The position offers a competitive base salary between $80,000 and $110,000, including performance bonuses and comprehensive benefits. #J-18808-Ljbffr Stake Australia

Vacancy posted 3 days ago
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