Senior Financial Planning Associate

About Crossbridge Financial Group of CNYCrossbridge Financial Group of CNY, established in 1998, continues to be a growing boutique wealth management and financial planning firm dedicated to helping individuals and families make thoughtful financial decisions through comprehensive financial planning.

Considering making an application for this job Check all the details in this job description, and then click on Apply.
Why Join Crossbridge?This is an opportunity to join a firm at a pivotal stage of growth. We are actively investing in its people, technology, planning processes, leadership development, and long-term succession strategy.
The successful candidate will work directly with the lead Financial Planners, Nicole Hurley and Michele Conte, receive meaningful mentorship, and to shape a long-term career path within a collaborative, client-focused organization.
If you are an experienced financial planning professional who enjoys the technical side of planning and aspires to grow into a larger planning and advisory role, we want to hear from you.
Position Summary The Senior Financial Planning Associate leads the firm's financial planning process and planning team. This role is responsible for ensuring planning quality, developing planning strategies, mentoring planning staff, and supporting advisors in the delivery of comprehensive wealth management advice. Ideal CandidateWe are looking for someone who:Enjoys comprehensive financial planning and solving complex planning scenariosTakes pride in accurate and detailed workThinks critically and analyticallyIs proactive and self-directedWants to continually learn and growValues teamwork and collaboration
Primary Responsibilities Manage and maintain the practice’s financial planning pipeline, planning workflows and processes Train and mentor Financial Planning Associates Assist with meeting preparation and post meeting action items Gather, organize, and verify financial informationIdentify planning issues, assumptions, risks, and opportunitiesBuild comprehensive financial plans and recommendations for Planner reviewEnsure consistency and quality across planning deliverables Attend client meetings as needed   Planning Areas May Include:·      Cash flow analysis·      Tax planning coordination·      Retirement planning·      Estate planning coordination·      Insurance planning·      Education planning·      Social Security planning·      Medicare considerations·      Charitable planning strategies·      Equity compensation planningo  Restricted Stock Units (RSUs)o  Incentive Stock Options (ISOs)o  Employee Stock Purchase Plans (ESPPs)·      Real estate analysis·      Business owner planning
Qualifications Preferred:5+ years financial planning experience CFP® designation preferred or pursuing designation Experience with planning software such as Income Lab, eMoney, Holistiplan, xzbcwsv Wealth, LPL software, etc.·      Candidates with extensive experience utilizing planning software for scenario development, troubleshooting, and plan reconciliation will be strongly preferred.Advanced knowledge within the Microsoft 365 suite and CRM systemsStrong understanding of comprehensive financial planning concepts, scenarios, and outcomesAbility to work independently and manage multiple assignmentsLeadership experience preferred Excellent organizational and communication skills High attention to detail and accuracy Compensation Package Starting salary:$75,000+Compensation will be commensurate with experience, credentials, licensing, and planning expertiseBenefitsHealth Insurance401(k) with 3% Company MatchDisability InsuranceLife InsurancePaid Time OffFinancial Support for CFP® Education and other Professional DevelopmentCareer Advancement Opportunities