Senior Wealth Planning Specialist – Financial Intelligence

Monstro

Senior Wealth Planning Specialist at Monstro defining wealth reasoning logic for AI-powered financial advice platform. Collaborating with financial experts to establish nuanced financial guidance.

Posted 7/7/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $140,000 - $213,750 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, particularly in constructing and reviewing comprehensive financial plans across tax, estate, investment, and planning domains. Proficient in utilizing planning software and effectively communicating complex financial logic.

Highest-signal resume keywords

Financial Planning ExpertiseComprehensive Financial Plan ReviewPlanning Software ProficiencyStrong Written CommunicationSenior Individual Contributor Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningComprehensive Plan ConstructionTax PlanningEstate PlanningInvestment Planning

Soft Skills

Written Communication

Tools & Technologies

EMoneyRightCapitalMoneyGuide

Industry Keywords

Wealth GuidanceAI-Generated PlanningDecision ConstructsGuidance PathwaysSubject Matter Expert

About the role

Key responsibilities & impact

Use your financial planning expertise to shape how Monstro evaluates complex wealth guidance.
Assess AI-generated planning frameworks, decision constructs, and guidance pathways against professional judgment standards.
Review, refine, and approve final guidance training across wealth planning scenarios.
Identify where structured guidance is sufficient and when to flag for expert human review.
Act as the subject matter expert for early advice frameworks, edge cases, and high-stakes planning scenarios.

Requirements

What you’ll need

4–7+ years constructing or reviewing comprehensive financial plans in a technical (non-client-facing or limited client-facing) capacity
Demonstrated comfort working across tax, estate, investment, and planning domains simultaneously within a single plan
Experience with planning software at a meaningful depth (eMoney, RightCapital, MoneyGuide, or equivalent)
Strong written communication — you can document complex financial logic clearly and precisely
Comfort operating as a senior individual contributor without a team beneath you.

Benefits

Comp & perks

Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.