About this role
Senior Wealth Planning Specialist — Financial Intelligence at Monstro. Location: New York, New York, United States. Role: shaping logic, reviewing guidance, approving guidance Requirements: 4+ years building or reviewing comprehensive financial plans; deep technical planning expertise across tax, estate, investment, and retirement domains; strong written communication and planning software experience. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, RightCapital, MoneyGuide, Orion, Envestnet Certifications: cfp, cpa, jd, ll.m, aep, ea Commitment: Full Time Workplace: Hybrid Languages: English