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Senior Financial Planner, Advisor Platform Leader
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-04
Listing for:
Stake Australia
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Stake Australia is looking for a Senior Financial Planner in New York City. This role involves producing comprehensive financial plans for advisors and requires CFP certification with 3–5 years of related experience. You will mentor junior planners and help define workflows for the planning team. Compensation is competitive, ranging from $85,000 to $105,000, plus performance bonuses. The opportunity offers growth within a mission-driven company focusing on values-aligned investing.
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Position Requirements
10+ Years
work experience
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