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Senior Financial Planner — Tech-Driven Wealth & Collaboration
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-11
Listing for:
Range
Full Time
position Listed on 2026-02-11
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and possess strong client-facing experience. This position is based in New York City, Seattle, or McLean, VA, and requires an active role in understanding client needs and delivering expert advice within a collaborative work environment.
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Position Requirements
10+ Years
work experience
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