Senior Financial Planner

4 weeks ago

New York, United States ELEMENT Financial Group Full time

About Element Financial GroupAt Element Financial Group, we believe financial planning should feel personal.We help professionals and entrepreneurs in tech, fashion, entertainment, and the arts—and the tastemakers who drive those industries—connect the dots between their career, life, and finances.Our clients are innovators, creatives, and business leaders. We help simplify the complex so they can stay focused on what they do best. From cash-flow modeling and retirement planning to wealth management and estate strategy, we bring structure, clarity, and confidence to every client’s financial journey.The OpportunityWe’re looking for a Senior Financial Planner who blends technical precision with human connection. This is a client-facing role for a seasoned professional who thrives on helping others achieve clarity and confidence in their financial lives.Empathy, humor, and curiosity are essential—along with advanced expertise in investment analysis and asset allocation.What You’ll DoLead and deliver comprehensive financial plans—covering cash flow, retirement, education, charitable giving, and estate strategiesApply advanced investment analysis and asset allocation frameworks to guide client portfoliosMonitor and evaluate portfolio performance, recommending rebalancing and tax-efficient adjustmentsCoordinate with CPAs, attorneys, and internal specialists to align all aspects of each client’s financial planCommunicate complex concepts clearly and with confidenceStay ahead of market trends, tax law, and regulatory updatesMentor and collaborate with junior planners and associatesWhat You BringCFP® certification (required)5–10 years of progressive experience in holistic financial planningAdvanced knowledge of investment analysis, asset allocation, and portfolio constructionDeep understanding of tax-efficient investing and risk managementProven ability to build and maintain trusted, long-term client relationshipsExceptional communication, organizational, and presentation skillsA healthy balance of empathy, humor, and professionalismExperience with high-net-worth or creative-industry clients is a plusWhy Join ElementWork with inspiring clients who value creativity and authenticityA culture rooted in empathy, balance, and excellenceThe opportunity to merge strategic planning with personal impactCompetitive compensation, comprehensive benefits, and clear growth opportunities#Let’s get personal. If you believe great financial planning is both an art and a science—and you bring equal parts heart and expertise—we’d love to hear from you.#FinancialPlanning #CFP #WealthManagement #ESGInvesting #NYCJobs #SeniorFinancialPlanner #ElementFinancialGroup #CareerInFinance #PersonalFinance #InvestmentManagementBenefits-Competitive Salary Range $120,000 to $170,000 + Bonus-Open and supportive team based environment-Medical Insurance-401(k) plan-FSA-Time Off Allowance including mental health days and birthdayUpload your resume in a PDF format to apply. eMoney experience must be clearly detailed in your resume to be considered for this position.

  • Senior Financial Planner

    4 weeks ago

    New York, NY, United States ELEMENT Financial Group Full time

    About Element Financial Group At Element Financial Group, we believe financial planning should feel personal. We help professionals and entrepreneurs in tech, fashion, entertainment, and the arts—and the tastemakers who drive those industries—connect the dots between their career, life, and finances. Our clients are innovators, creatives, and business...

  • Senior Wealth Advisor/Financial Planner

    1 week ago

    New York, United States Prudential Financial Full time

    5 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Regional Director / Financial Planner at Pruco Securities, LLC We are looking for Experienced Advisors to join our Team. You've built a successful practice and now you want more. At Prudential Advisors, we want to help you grow your business and be a resource...

  • Senior Financial Planner

    4 weeks ago

    New York, United States ELEMENT Financial Group Full time

    About Element Financial GroupAt Element Financial Group, we believe financial planning should feel personal.We help professionals and entrepreneurs in tech, fashion, entertainment, and the artsand the tastemakers who drive those industriesconnect the dots between their career, life, and finances.Our clients are innovators, creatives, and business leaders. We...

  • Financial Planner

    4 weeks ago

    New Brighton, United States Valtinson Bruner Financial Planning Full time

    Company DescriptionValtinson Bruner Financial PlanningRole DescriptionThis is a full-time on-site role for a Financial Planner located in New Brighton, MN. The Financial Planner will work closely with senior planners and clients to develop personalized financial plans, manage investment portfolios, and provide strategies for retirement planning and financial...

  • Senior Planner

    2 days ago

    New York, United States Lloyd Staffing Full time

    Senior Planner Location: on-site, New York City. Overview: Looking for a Senior Planner to oversee strategic planning management for high-volume accounts while driving financial results. This role requires a dynamic individual with expertise in sales Planner, Senior, Sales, Staffing, Technology, Forecast

  • Senior Financial Planner

    5 days ago

    New York, NY, United States RANGE Full time

    Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family - members can get answers to their questions anytime and feel confident that...

  • Senior Financial Planner

    1 week ago

    New York, NY, United States RANGE Full time

    Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family - members can get answers to their questions anytime and feel confident that...

  • Senior Financial Planner

    1 day ago

    New York, NY, United States RANGE Full time

    Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family - members can get answers to their questions anytime and feel confident that...

  • Financial Planner

    4 days ago

    New York, United States Titan Full time

    Financial Planner / Senior Financial PlannerTitan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness...

  • Senior Wealth Planner

    7 days ago

    New York, New York, United States Oliver James Full time

    Job Summary & IntroductionA leading private wealth platform is seeking a Senior Wealth Planner to join a centralized planning group that supports high net worth households with advanced financial, estate, and tax planning needs. This team partners directly with advisor and portfolio management groups to deliver sophisticated analyses and clear, actionable...