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CFP Financial Planner: Holistic Advisory & Operations Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-13
Listing for:
Stash Wealth
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Stash Wealth in New York is seeking a skilled CFP to manage client relationships and ensure exceptional planning experiences. This role focuses on high-earning clients needing comprehensive financial advice without business development pressure.
Responsibilities include building financial plans, maintaining accurate records, and adhering to compliance requirements. Ideal candidates will have 3-5 years of experience in financial planning and proficiency in Money Guide Pro .
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