Financial Planner (CFP®) - Private Banking (Wealth Management)

Location: New York, NY 10018; full-time, on-site position

Base pay: $90,000–$121,000 per year. The full posted pay range is $63,251.25–$121,200.00; total compensation may also include variable incentives, bonuses, commissions, or other awards.

Company

hirify.global's Family Advisory and Trusts group provides planning and advisory services for high-net-worth and ultra-high-net-worth individuals, families, investors, and business owners.

What you will do

• Prepare comprehensive financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis.
• Translate client goals into actionable planning recommendations with guidance from senior planners.
• Participate in client meetings with private bankers and senior Family Advisory staff to explain planning concepts and recommendations.
• Respond to planning questions from bankers and provide ad hoc analyses.
• Use eMoney, MoneyGuidePro, or similar software to create projections and update plans.
• Collaborate with investment, insurance, and lending partners on integrated client solutions while following regulatory and compliance requirements.

Requirements

• Four-year undergraduate degree or equivalent.
• At least four years of experience in financial planning or wealth management.
• CFP® certification or active progress toward the designation.
• Experience with financial planning software and CRM tools.
• Ability to explain financial planning topics clearly in plain English and build trusted client relationships.

Nice to have

• Degree in finance, accounting, wealth management, financial planning, or a related discipline.
• Experience working with high-net-worth clients.
• CPA, CTFA, or CEPA certification.

Culture & Benefits

• Collaborative, client-focused, and entrepreneurial working environment.
• Opportunity to help build and shape a growing private bank.
• Medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Required compliance training and adherence to applicable laws and regulations.