Strategic Financial Planning Leader

4 days ago


Harrison, New York, United States Claire Myers Consulting Full time

At Claire Myers Consulting, we are seeking a highly skilled Financial Planning Manager to join our team. This is an excellent opportunity for a motivated and dynamic individual with a strong tax or finance background to grow their career from an entry-level position into a leadership role over time.

Key Responsibilities

  • Collaborate with the financial advisory team to develop and implement comprehensive financial plans for clients
  • Leverage your tax/finance expertise to provide strategic advice and optimize clients' financial situations
  • Assist with planning and preparation while gradually transitioning into a more advisory-focused role
  • Participate in client meetings offering insights and building relationships to support their financial goals
  • Work closely with senior management to grow into the Director of Financial Planning role, with potential to pursue a CFP designation
  • Provide support for the firm's internal financial processes with minimal focus on business development

Qualifications

  • 2-5 years of experience in accounting/tax OR finance
  • Client interaction experience
  • Enrolled Agent (EA), Certified Public Accountant (CPA), MBA, CFA or CPA preferred
  • Strong desire to move into a strategic advisory role
  • Ability to work independently with flexibility to manage a hybrid work schedule
  • Excellent communication skills and a passion for helping clients achieve their financial goals
  • Driven to develop into a Director of Financial Planning role

Compensation

  • $90,000-110,000 base salary with bonus opportunities (total compensation: $130,000-150,000)

Location: Harrison, NY, Hybrid - Flexible


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