Stake Australia is looking for a Senior Financial Planner in New York City. This role involves producing comprehensive financial plans for advisors and requires CFP certification with 3–5 years of related experience. You will mentor junior planners and help define workflows for the planning team. Compensation is competitive, ranging from $85,000 to $105,000, plus performance bonuses. The opportunity offers growth within a mission-driven company focusing on values-aligned investing.
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Senior Financial Planner, Advisor Platform Leader in new york at Unknown Company
This position is listed as full time and onsite.