Senior Financial Planner, Tech-Driven Wealth Strategy

A financial technology company is seeking a Senior Financial Planner to join their innovative team in New York or McLean. This role involves providing comprehensive financial planning for members and collaborating with product teams to enhance financial tools. Ideal candidates have 6-9 years in client-facing roles and relevant certifications like CFP or CPA. The position offers a hybrid work environment, top-tier benefits including comprehensive health coverage and a 401k plan. Exciting opportunities to change the wealth management space await. #J-18808-Ljbffr