Senior Financial Planner, Advisor Services
About The Position
Formative (formerly First Affirmative Financial Network) is seeking a Senior Financial Planner, Advisor Services for their Brooklyn, NY location. This full-time role offers a base salary of $85,000–$105,000 plus a performance bonus. First Affirmative, a pioneer in values-aligned investing since 1988 with over $900m in AUM, is entering a new growth phase as Formative. They are partnering with YourStake, a leading wealthtech company, to create a modern, tech-enabled platform for values-aligned financial advisors. This platform will provide infrastructure, technology, and operational support, allowing independent advisors to focus on clients while Formative handles investment operations, planning, and back-office tasks. The company aims to be the leading hub for values-aligned advisors, offering holistic financial life planning and driving impact through shareholder engagement and high-impact investing.
Requirements
- 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 the categories of 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.
Nice To Haves
- Experience working in a multi-advisor or enterprise RIA environment (not just supporting a single advisor).
- Familiarity with and enthusiasm for impact investing and values-aligned financial planning.
- A track record of improving processes—you’ve built templates, streamlined workflows, or introduced tools that made a planning team more efficient.
- Interest in mentoring or leading others. You don’t need management experience yet, but you want it.
Responsibilities
- 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, tax-efficient withdrawal strategies, income timing, and charitable giving scenarios.
- Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
- Review client documents (tax returns, account statements, estate documents) to identify planning opportunities.
- Serve as a trusted planning expert to a diverse group of independent advisors, each with their own brand and client style.
- Prepare advisors for client meetings with clear, presentation-ready deliverables and talking points.
- Build credibility as the person advisors actively want to delegate to—because you make their practice better.
- Help define and refine the workflows, templates, and quality standards for our centralized planning function.
- Evaluate and optimize our financial planning technology stack as we continue to build the platform.
- Contribute to advisor training and onboarding—helping new network advisors understand how to work effectively with our planning team.
- Mentor and train junior planners as we grow the team.
Benefits
- health, dental, vision, 401(k), and paid time off.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
1-10 employees
