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Senior Financial Planner, Advisor Platform Leader

$85k - $105k

Stake Australia

Stake Australia is looking for a Senior Financial Planner in New York City. This role involves producing comprehensive financial plans for advisors and requires CFP certification with 3–5 years of related experience. You will mentor junior planners and help define workflows for the planning team. Compensation is competitive, ranging from $85,000 to $105,000, plus performance bonuses. The opportunity offers growth within a mission-driven company focusing on values-aligned investing. #J-18808-Ljbffr Stake Australia

Vacancy posted 20 hours ago
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