Senior Financial Planner
Financial Planner Recruiting, LLCNew York, New York, United States
Posted January 5, 2026
Full Time
About the Company
Financial Planner Recruiting, LLC specializes in full‑cycle recruitment for boutique wealth‑management firms, sourcing both emerging and seasoned financial planners who align with each firm's culture and growth objectives. Leveraging deep industry knowledge and a rigorous vetting process, the firm identifies top talent across the independent advisor market and presents candidates ready for immediate impact. Its distinctive value lies in a tailored approach that balances rigorous screening with a personalized partnership, ensuring a seamless match between advisors and firms. By managing the entire hiring journey—from talent acquisition to onboarding—Financial Planner Recruiting reduces time‑to‑hire and enhances retention for independent wealth‑management practices. The result is a pipeline of high‑potential advisors who are primed to contribute to their firms' success.
Job Description
Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them.
Requirements
- Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals.
- Build and implement iterative financial plans and wealth strategies.
- Maintain an in-depth understanding of financial planning, investments, and tax planning.
- Assist our engineering and product teams with prioritizing and creating product plans and roadmaps.
- Research and present investment strategies.
- Coordinate tax filing and estate planning.
Benefits
- Medical, dental and vision coverage
- 401k plan
- Technology allowance
- PTO
- Paid parental leave
- In-person team & company events