ELEMENT Financial Group
Senior Financial Planner (New York)
ELEMENT Financial Group, New York, New York, United States, 10261
About Element Financial Group
At Element Financial Group, we believe financial planning should feel personal. We help professionals and entrepreneurs in
tech, fashion, entertainment, and the arts and the tastemakers who drive those industriesconnect the dots between their
career, life, and finances. Our clients are innovators, creatives, and business leaders. We help simplify the complex so they can stay focused on what they do best. From cash-flow modeling and retirement planning
to
wealth management and estate strategy , we bring structure, clarity, and confidence to every clients financial journey. The Opportunity
Were looking for a
Senior Financial Planner
who blends
technical precision with human connection . This is a client-facing role for a seasoned professional who thrives on helping others achieve clarity and confidence in their financial lives. Empathy, humor, and curiosity are essentialalong with advanced expertise in
investment analysis and asset allocation. What Youll Do
Lead and deliver
comprehensive financial plans covering cash flow, retirement, education, charitable giving, and estate strategies Apply
advanced investment analysis and asset allocation frameworks
to guide client portfolios Monitor and evaluate
portfolio performance , recommending rebalancing and tax-efficient adjustments Coordinate with CPAs, attorneys, and internal specialists to align all aspects of each clients financial plan Communicate complex concepts clearly and with confidence Stay ahead of
market trends, tax law, and regulatory updates Mentor and collaborate with junior planners and associates What You Bring
CFP certification (required) 510 years
of progressive experience in holistic financial planning Advanced knowledge
of investment analysis, asset allocation, and portfolio construction Deep understanding of
tax-efficient investing and risk management Proven ability to build and maintain trusted, long-term client relationships Exceptional communication, organizational, and presentation skills A healthy balance of empathy, humor, and professionalism Experience with high-net-worth or creative-industry clients
is a plus Why Join Element
Work with inspiring clients who value creativity and authenticity A culture rooted in empathy, balance, and excellence The opportunity to merge
strategic planning with personal impact Competitive compensation, comprehensive benefits, and clear growth opportunities #Lets get personal. If you believe great financial planning is both an art and a scienceand you bring equal parts heart and expertisewed love to hear from you. #FinancialPlanning #CFP #WealthManagement #ESGInvesting #NYCJobs #SeniorFinancialPlanner #ElementFinancialGroup #CareerInFinance #PersonalFinance #InvestmentManagement Benefits
-Competitive Salary Range $120,000 to $170,000 + Bonus -Open and supportive team based environment -Medical Insurance -401(k) plan -FSA -Time Off Allowance including mental health days and birthday
Upload your resume in a PDF format to apply.
eMoney experience must be clearly detailed
in your resume to be considered for this position.
At Element Financial Group, we believe financial planning should feel personal. We help professionals and entrepreneurs in
tech, fashion, entertainment, and the arts and the tastemakers who drive those industriesconnect the dots between their
career, life, and finances. Our clients are innovators, creatives, and business leaders. We help simplify the complex so they can stay focused on what they do best. From cash-flow modeling and retirement planning
to
wealth management and estate strategy , we bring structure, clarity, and confidence to every clients financial journey. The Opportunity
Were looking for a
Senior Financial Planner
who blends
technical precision with human connection . This is a client-facing role for a seasoned professional who thrives on helping others achieve clarity and confidence in their financial lives. Empathy, humor, and curiosity are essentialalong with advanced expertise in
investment analysis and asset allocation. What Youll Do
Lead and deliver
comprehensive financial plans covering cash flow, retirement, education, charitable giving, and estate strategies Apply
advanced investment analysis and asset allocation frameworks
to guide client portfolios Monitor and evaluate
portfolio performance , recommending rebalancing and tax-efficient adjustments Coordinate with CPAs, attorneys, and internal specialists to align all aspects of each clients financial plan Communicate complex concepts clearly and with confidence Stay ahead of
market trends, tax law, and regulatory updates Mentor and collaborate with junior planners and associates What You Bring
CFP certification (required) 510 years
of progressive experience in holistic financial planning Advanced knowledge
of investment analysis, asset allocation, and portfolio construction Deep understanding of
tax-efficient investing and risk management Proven ability to build and maintain trusted, long-term client relationships Exceptional communication, organizational, and presentation skills A healthy balance of empathy, humor, and professionalism Experience with high-net-worth or creative-industry clients
is a plus Why Join Element
Work with inspiring clients who value creativity and authenticity A culture rooted in empathy, balance, and excellence The opportunity to merge
strategic planning with personal impact Competitive compensation, comprehensive benefits, and clear growth opportunities #Lets get personal. If you believe great financial planning is both an art and a scienceand you bring equal parts heart and expertisewed love to hear from you. #FinancialPlanning #CFP #WealthManagement #ESGInvesting #NYCJobs #SeniorFinancialPlanner #ElementFinancialGroup #CareerInFinance #PersonalFinance #InvestmentManagement Benefits
-Competitive Salary Range $120,000 to $170,000 + Bonus -Open and supportive team based environment -Medical Insurance -401(k) plan -FSA -Time Off Allowance including mental health days and birthday
Upload your resume in a PDF format to apply.
eMoney experience must be clearly detailed
in your resume to be considered for this position.