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Senior Financial Planner — Hybrid WealthTech Innovator
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-10-07
Listing for:
Range
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through innovative technology. This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications. You will work collaboratively with a diverse team, implementing financial plans and engaging with product development. The role offers comprehensive health benefits, competitive pay, and a hybrid work environment.
This is an excellent position to take on the Senior Financial Planner — Hybrid Wealth Tech Innovator role position is based in New York, NY, United States. This opportunity is part of our work in Finance. The advertised compensation is 100.. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above.
Position Requirements
10+ Years
work experience
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