ELEMENT Financial Group · 2 months ago
Senior Financial Planner
New York, NY
Full-time
Onsite
Mid, Senior Level
$120K/yr - $170K/yr
5+ years expElement Financial Group believes financial planning should feel personal. They are seeking a Senior Financial Planner who blends technical precision with human connection to lead and deliver comprehensive financial plans for clients in various industries.
BankingFinancial ServicesProfessional Services
Responsibilities
Lead and deliver comprehensive financial plans —covering cash flow, retirement, education, charitable giving, and estate strategies
Apply advanced investment analysis and asset allocation frameworks to guide client portfolios
Monitor and evaluate portfolio performance, recommending rebalancing and tax-efficient adjustments
Coordinate with CPAs, attorneys, and internal specialists to align all aspects of each client’s financial plan
Communicate complex concepts clearly and with confidence
Stay ahead of market trends, tax law, and regulatory updates
Mentor and collaborate with junior planners and associates
Qualification
Required
CFP® certification (required)
5–10 years of progressive experience in holistic financial planning
Advanced knowledge of investment analysis, asset allocation, and portfolio construction
Deep understanding of tax-efficient investing and risk management
Proven ability to build and maintain trusted, long-term client relationships
Exceptional communication, organizational, and presentation skills
A healthy balance of empathy, humor, and professionalism
Experience with high-net-worth or creative-industry clients is a plus
Benefits
Open and supportive team based environment
Medical Insurance
401(k) plan
FSA
Time Off Allowance including mental health days and birthday
Company
ELEMENT Financial Group
Element is a women founded, unique wealth advisory firm, located in New York.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alexandra Levi
Managing Partner / Founder
Company data provided by crunchbase