About this role
Senior Financial Planner, Advisor Services at YourStake. Location: Brooklyn, New York, United States. Role: delivering plans, analyzing taxes, mentoring juniors Requirements: CFP certification, 3–5 years in financial planning, strong planning software skills, ability to deliver clear reports, manage multiple advisor relationships. Category: Finance and Accounting Seniority: Senior Level Tools: RightCapital, Holistiplan, Wealth.com, eMoney Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English