Senior Financial Planner, Advisor Services

🕒 Maio 21

🗽 New York – Remoto

🗽 New York – Remote

💵 $85.000 - $105.000 / ano

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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YourStake

SiteLinkedInTodas as Vagas

1 - 10 funcionários

💸 Finanças

💳 Fintech

🤖 Inteligência Artificial

Finance • Fintech • Artificial Intelligence

YourStake é uma plataforma de gestão de patrimônio de ponta que utiliza tecnologia de IA para otimizar fluxos de trabalho de consultoria financeira. Focada em investimentos orientados por valores, a YourStake oferece um conjunto de ferramentas, incluindo análise de portfólio, geração de propostas e indexação direta, que alinham portfólios de investimento com os valores dos clientes. A plataforma aprimora o relacionamento com os clientes por meio de suporte personalizado e insights impulsionados por IA, visando melhorar a eficiência e eficácia na gestão de investimentos. Com funcionalidades como AI Note Taker e Advisor Core, a YourStake ajuda consultores financeiros a economizar tempo e aumentar conversões ao oferecer transparência de dados inigualável e soluções inovadoras para resolução de problemas.

Descrição

• Produce comprehensive financial plans on behalf of affiliated advisors across retirement, tax, estate, education funding, insurance, cash flow, Social Security analysis, and more • Run detailed tax analyses including Roth conversion modeling, tax-efficient withdrawal strategies, income timing, and charitable giving scenarios • Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies • Review client documents (tax returns, account statements, estate documents) to identify planning opportunities • Serve as a trusted planning expert to a diverse group of independent advisors, each with their own brand and client style • Prepare advisors for client meetings with clear, presentation-ready deliverables and talking points • Build credibility as the person advisors actively want to delegate to—because you make their practice better • Help define and refine the workflows, templates, and quality standards for our centralized planning function • Evaluate and optimize our financial planning technology stack as we continue to build the platform • Contribute to advisor training and onboarding—helping new network advisors understand how to work effectively with our planning team • Mentor and train junior planners as we grow the team.

🎯 Requisitos

• Required CFP® certification (active and in good standing) • 3–5 years of hands-on experience building comprehensive financial plans in a professional setting (RIA, broker-dealer, or planning firm) • Strong working knowledge of financial planning software in the categories of comprehensive planning, tax planning, and estate planning (e.g., RightCapital, Holistiplan, Wealth.com, eMoney, or similar tools) • Ability to translate complex planning concepts into clear, actionable deliverables that advisors can confidently present to clients • Comfort working across multiple advisor relationships simultaneously, each with different styles and client bases • Preferred Series 65 or 7 & 63 • Experience working in a multi-advisor or enterprise RIA environment (not just supporting a single advisor) • Familiarity with and enthusiasm for impact investing and values-aligned financial planning • A track record of improving processes—you’ve built templates, streamlined workflows, or introduced tools that made a planning team more efficient • Interest in mentoring or leading others. You don’t need management experience yet, but you want it.

🏖️ Benefícios

• Competitive benefits including health, dental, vision, 401(k), and paid time off