Senior Financial Planner

<p>The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships.</p> <p>We are seeking an experienced&nbsp;<strong>Senior Financial Planner</strong> to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.<br><br></p> <p><strong>Job Responsibilities:<br></strong></p> <ul> <li>Prepare and maintain comprehensive financial plans for high-net-worth and ultra-high-net-worth clients</li> <li>Utilize eMoney extensively for financial modeling, scenario analysis, and planning recommendations</li> <li>Partner closely with senior advisors and firm leadership to support ongoing client relationships</li> <li>Participate in client meetings and contribute to planning discussions and strategic recommendations</li> <li>Analyze complex financial situations involving retirement planning, tax planning, estate planning, cash flow, and investment coordination</li> <li>Develop customized planning strategies tailored to clients’ long-term goals and objectives</li> <li>Assist in identifying planning opportunities and delivering proactive client advice</li> <li>Collaborate with internal teams and external professionals to support integrated client solutions</li> <li>Help ensure a high-touch, detail-oriented client experience<br><br></li> </ul> <p><strong>Qualifications:<br></strong></p> <ul> <li>CFP® certification required</li> <li>3+ years of experience in financial planning, wealth management, or a related advisory role</li> <li>Advanced proficiency with eMoney and financial planning software</li> <li>Strong technical knowledge across retirement, tax, estate, and wealth transfer planning</li> <li>Experience working with high-net-worth and ultra-high-net-worth clients preferred</li> <li>Excellent analytical, organizational, and problem-solving skills</li> <li>Strong communication and interpersonal abilities with the confidence to contribute in client-facing environments</li> <li>High attention to detail, professionalism, and intellectual curiosity</li> <li>Ability to work collaboratively within a team-oriented environment</li> </ul> <p><br>This position is an exempt position