Senior Financial Planning Analyst

🕒 il y a 16 jours

🗽 New York – Distant

🗽 New York – Remote

💵 $80 000 - $110 000 / an

⏰ Temps Plein

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

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YourStake

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1 - 10 employés

💸 Finance

💳 Fintech

🤖 Intelligence artificielle

Finance • Fintech • Artificial Intelligence

YourStake est une plateforme de gestion de patrimoine à la pointe de la technologie qui utilise l'IA pour rationaliser les flux de travail des conseillers financiers. Axée sur l'investissement orienté par les valeurs, YourStake offre une suite d'outils, dont l'analyse de portefeuilles, la génération de propositions et l'indexation directe, qui aligne les portefeuilles d'investissement avec les valeurs des clients. La plateforme améliore les relations avec les clients grâce à un support personnalisé et des insights alimentés par l'IA, visant à accroître l'efficacité et l'efficience dans la gestion des investissements. Avec des fonctionnalités telles que AI Note Taker et Advisor Core, YourStake aide les conseillers financiers à gagner du temps et à augmenter les conversions en offrant une transparence des données inégalée et des solutions novatrices de résolution de problèmes.

Description

• 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 • Help define and refine the workflows, templates, and quality standards for our centralized planning function • Mentor and train junior planners as we grow the team

🎯 Exigences

• 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.

🏖️ Avantages

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