Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

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.

Responsibilities

• Prepare and maintain comprehensive financial plans for high-net-worth and ultra-high-net-worth clients
• Utilize eMoney extensively for financial modeling, scenario analysis, and planning recommendations
• Partner closely with senior advisors and firm leadership to support ongoing client relationships
• Participate in client meetings and contribute to planning discussions and strategic recommendations
• Analyze complex financial situations involving retirement planning, tax planning, estate planning, cash flow, and investment coordination
• Develop customized planning strategies tailored to clients’ long-term goals and objectives
• Assist in identifying planning opportunities and delivering proactive client advice
• Collaborate with internal teams and external professionals to support integrated client solutions
• Help ensure a high-touch, detail-oriented client experience

Requirements

• 3+ years of experience in financial planning, wealth management, or a related advisory role
• Experience working with high-net-worth and ultra-high-net-worth clients preferred
• Excellent analytical, organizational, and problem-solving skills
• Strong communication and interpersonal abilities with the confidence to contribute in client-facing environments
• High attention to detail, professionalism, and intellectual curiosity
• Ability to work collaboratively within a team-oriented environment

Skills

• eMoney
• Financial planning software
• Retirement planning
• Tax planning
• Estate planning
• Wealth transfer planning

Location

• White Plains

Work Type

• Exempt position

Experience Level

• Senior

Education Level

• CFP® certification required

Salary/Compensations

• $130,000-$160,000

Benefits

• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the Company

• 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.
• Portfolio Strategy Group (PSG) is part of the Focus Financial Partners’ network firm community.
• As part of the partnership, PSG remains independently operated but gains the support of a broader organization.
• Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.