Senior Financial Planner

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high‑and ultra‑high‑net‑worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research‑driven investment philosophy, and long‑standing client relationships.

We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.

• Prepare and maintain comprehensive financial plans for high‑net‑worth and ultra‑high‑net‑worth clients.
• Utilize eMoney extensively for financial modeling, scenario analysis, and planning recommendations.
• Partner closely with senior advisors and firm leadership to support ongoing client relationships.
• Participate in client meetings and contribute to planning discussions and strategic recommendations.
• Analyze complex financial situations involving retirement planning, tax planning, estate planning, cash flow, and investment coordination.
• Develop customized planning strategies tailored to clients’ long‑term goals and objectives.
• Assist in identifying planning opportunities and delivering proactive client advice.
• Collaborate with internal teams and external professionals to support integrated client solutions.
• Help ensure a high‑touch, detail‑oriented client experience.

• 3+ years of experience in financial planning, wealth management, or a related advisory role.
• Advanced proficiency with eMoney and financial planning software.
• Strong technical knowledge across retirement, tax, estate, and wealth transfer planning.
• Experience working with high‑net‑worth and ultra‑high‑net‑worth clients preferred.
• Excellent analytical, organizational, and problem‑solving skills.
• Strong communication and interpersonal abilities with the confidence to contribute in client‑facing environments.
• High attention to detail, professionalism, and intellectual curiosity.
• Ability to work collaboratively within a team‑oriented environment.

This position is an exempt role. The annualized base pay range for this role is expected to be between $130,000 and $160,000 base salary. Actual base pay may vary based on factors such as experience, subject matter expertise, geographic location, and the applicant’s skill set. Base pay is just one component of the total compensation package. Additional rewards may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k).

Additional hiring policies may apply based on the selected candidate’s experience and education. The job title is subject to change accordingly.

Focus is part of the Focus Financial Partners’ network firm community. As a partner, Portfolio Strategy Group remains independently operated while receiving the support of a broader organization. Focus is a leading financial services firm comprising integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client‑first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

To learn more about Focus, visit  or follow the company on Linked In.

Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s skill set, without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state, and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If…