Private Wealth | Financial Planner
Job Description
Build the Next Chapter of Your Wealth Planning Career
Due to growth, this leading, independently owned Investment Advisory firm in Midtown is seeking an exceptional Wealth Planner passionate about financial planning and investment management to join its largest and most sophisticated portfolio management team. This is a highly visible role partnering directly with a senior CFP® and high-net-worth families on comprehensive, goals-based wealth planning.
Your Impact
- Collaborate with senior advisors to design and deliver holistic wealth analyses
- Lead financial planning across cash flow, retirement, estate, tax-aware strategies, education funding, charitable giving, and multi-generational planning
- Prepare and present sophisticated planning deliverables using eMoney
- Serve as a trusted resource to complex families, with growing autonomy over time
- Expand scope and responsibility as your expertise and leadership are demonstrated
What Sets You Up for Success
- Bachelor’s degree in Finance, Economics, Business or related discipline
- CFP® certification (required)
- 5–8 years of private wealth or bank-based wealth management experience
- Strong foundation in trusts, estate planning, and complex family dynamics
- Polished client presence and presentation skills
- eMoney experience strongly preferred
Why Join
- Work alongside top-tier CFP® leadership on meaningful client relationships
- Clear runway for expanded responsibility and career progression
- Collaborative, high-caliber team culture
- Competitive compensation ($125k-$150k DOE) plus performance-based bonus
- Exceptional benefits and a generous hybrid work environment
If you are ready for an ideal opportunity to step into a bigger seat and grow with a premier advisory platform, Apply Today!