Senior Financial Planning Specialist, CFP Required

YourStake

Senior Financial Planning Specialist providing comprehensive financial planning for values-aligned financial advisors. You'll produce high-quality financial planning outputs for advisors and help shape the centralized planning function.

Posted 5/29/2026full-timeRemote • New York • 🇺🇸 United StatesSenior💰 $80,000 - $120,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial planningtax analysisRoth conversion modelingestate planningwealth transfer strategiesfinancial planning softwarecomprehensive planningtax planningimpact investingprocess improvement

Soft Skills

communicationmentoringleadershiporganizational skillsrelationship managementproblem-solvingtranslating complex conceptscollaborationadaptabilityattention to detail

Tools & Technologies

RightCapitalHolistiplanWealth.comeMoneyfinancial planning technology stack

Certifications & Qualifications

CFP®Series 65Series 7Series 63

Industry Keywords

RIAbroker-dealerplanning firmclient meetingsworkflow optimizationquality standardsfinancial planning deliverablesmulti-advisor environmentvalues-aligned financial planning

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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