Senior Financial Planning Specialist, CFP Required

🕒 Maio 29

🗽 New York – Remoto

🗽 New York – Remote

💵 $80.000 - $120.000 / 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 and tax-efficient withdrawal strategies. • Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies. • Review client documents to identify planning opportunities. • Serve as a trusted planning expert to independent advisors, preparing them for client meetings with deliverables and talking points. • Help define and refine the workflows and quality standards for centralized planning. • Evaluate and optimize the financial planning technology stack.

🎯 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 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 in a multi-advisor or enterprise RIA environment. • Familiarity with impact investing and values-aligned financial planning. • A track record of improving processes. • Interest in mentoring or leading others.

🏖️ Benefícios

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