Senior Financial Planner
About The Position
The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships. We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.
Requirements
- CFP® certification required
- 3+ years of experience in financial planning, wealth management, or a related advisory role
- Advanced proficiency with eMoney and financial planning software
- Strong technical knowledge across retirement, tax, estate, and wealth transfer planning
- Excellent analytical, organizational, and problem-solving skills
- Strong communication and interpersonal abilities with the confidence to contribute in client-facing environments
- High attention to detail, professionalism, and intellectual curiosity
- Ability to work collaboratively within a team-oriented environment
Nice To Haves
- Experience working with high-net-worth and ultra-high-net-worth clients preferred
Responsibilities
- Prepare and maintain comprehensive financial plans for high-net-worth and ultra-high-net-worth clients
- Utilize eMoney extensively for financial modeling, scenario analysis, and planning recommendations
- Partner closely with senior advisors and firm leadership to support ongoing client relationships
- Participate in client meetings and contribute to planning discussions and strategic recommendations
- Analyze complex financial situations involving retirement planning, tax planning, estate planning, cash flow, and investment coordination
- Develop customized planning strategies tailored to clients’ long-term goals and objectives
- Assist in identifying planning opportunities and delivering proactive client advice
- Collaborate with internal teams and external professionals to support integrated client solutions
- Help ensure a high-touch, detail-oriented client experience
Benefits
- medical
- dental
- vision
- life insurance
- 401(k)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
