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Senior Equity Planner, UHNW Wealth Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-20
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Location: New York
A leading financial services firm is seeking a Senior Equity Compensation Planner in New York. This role involves helping clients unlock the value of their equity compensation while collaborating with financial advisors. The ideal candidate will have over 8 years of financial planning experience, including 2 years in equity compensation, along with a CFP or CEP designation. The position offers a comprehensive benefits package, a salary range between $160,000 and $270,000, and opportunities for advancement within the firm.
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Position Requirements
10+ Years
work experience
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