Senior Associate Financial Planner

Descripción del puesto

Some planners produce an answer. Others keep working until they know it is the right one. This role is for the second kind of person. You treat the software's answer as the beginning of the work. You test the assumptions underneath it, look for what the analysis may have missed, and consider how a recommendation will affect the rest of a client's financial life. You enjoy complexity, but you do not make things unnecessarily complicated. You can turn tax returns, estate documents, equity compens…