Range
Financial Planner
$100K–$200K
New York City · On-site · Full-time · Posted Oct 5, 2026
- Experience
- 4-8+ years in client-facing financial services roles.
About the job
Creates and delivers personalized financial plans and wealth strategies to members, provides ongoing support, and advises product and engineering teams on financial-planning tools.
What you'll do
- Build and implement financial plans and wealth strategies, and advise members on their financial goals.
- Research and present investment strategies; coordinate tax filing and estate planning.
- Collaborate with product and engineering teams on product plans and roadmaps, sharing financial-planning expertise.
What they ask for
- Active designation as a CFP, CPA, CFA, EA, ECA, or similar.
- Experience with in-depth tax planning and building tax projections for clients.
- Significant experience delivering financial advice directly to consumers.
- Exceptional investment acumen and knowledge of broader planning topics.
Nice to have
- Interest in or passion for the tech space and a desire to change the industry.
- BS or BA in Finance, Accounting, or another related major.
Pay
$100,000 – $200,000 USD base salary
Model-written summary · the original posting is authoritative