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Senior Financial Planner
1 month ago
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 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 Opportunity We'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 Do Lead and deliver comprehensive financial plans—covering cash flow, retirement, education, charitable giving, and estate strategies Apply advanced investment analysis and asset allocation frameworks to guide client portfolios Monitor and evaluate portfolio performance, recommending rebalancing and tax-efficient adjustments Coordinate with CPAs, attorneys, and internal specialists to align all aspects of each client's financial plan Communicate complex concepts clearly and with confidence Stay ahead of market trends, tax law, and regulatory updates Mentor and collaborate with junior planners and associates What You Bring CFP certification (required)5–10 years of progressive experience in holistic financial planning Advanced knowledge of investment analysis, asset allocation, and portfolio construction Deep understanding of tax-efficient investing and risk management Proven ability to build and maintain trusted, long-term client relationships Exceptional communication, organizational, and presentation skills A healthy balance of empathy, humor, and professionalism Experience with high-net-worth or creative-industry clients is a plus Why Join Element Work with inspiring clients who value creativity and authenticity A culture rooted in empathy, balance, and excellence The opportunity to merge strategic planning with personal impact Competitive 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 #InvestmentManagement Benefits -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 birthday Upload your resume in a PDF format to apply. eMoney experience must be clearly detailed in your resume to be considered for this position.
