Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 61 days ago

Senior Financial Planning Specialist (CFP Required)

yourstake1 open role

Where
Brooklyn, New York, United States, Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSenior Financial Planning Specialist (CFP Required)yourstake · Brooklyn, New York, United States, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on yourstake's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 61 days ago

The posting

Senior Financial Planner, Advisor Services

Formative (formerly First Affirmative)

Location: Remote or in person New York City (preferred).

Type: Full-Time

Compensation: $80,000–$110,000 base + performance bonus

About Us

First Affirmative has been a pioneer in values-aligned investing since 1988 with over $1B in AUM. Through our national advisor network, we’ve spent over three decades helping financial advisors and their clients build portfolios that reflect both their financial goals and their values.

Now, as Formative, we’re entering our next chapter focused on growth for impact. YourStake, the leading software company in the values-aligned wealthtech space, has acquired Formative to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors. Think of it as the infrastructure, technology, and expert operational support that lets independent advisors focus entirely on their clients, while we handle the investment operations, planning, and back-office.

We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts.

The Role

We’re building a centralized financial planning team that serves our entire advisor network—and we need a senior expert to anchor it.

As our Senior Financial Planner, Advisor Services, you will be the planning brain behind our platform. Our affiliated advisors will submit cases to you, and you’ll produce comprehensive, high-quality financial planning output – the kind of work that’s genuinely better and faster than what the advisors could produce themselves. That’s the value proposition: advisors trust you with their clients’ planning because your expertise and efficiency make delegation a no-brainer.

You won’t be client-facing. You’ll work directly with advisors, running analyses and generating reports across tax planning, retirement projections, estate scenarios, and more. You’ll also help shape how we build and scale this function—defining workflows, evaluating tools, and mentoring junior planners as the team grows.

What You’ll Do

Financial Planning Delivery

  • Produce comprehensive financial plans on behalf of affiliated advisors across retirement, tax, estate, education funding, insurance, cash flow, Social Security analysis, and more.
  • Run detailed tax analyses including Roth conversion modeling, tax-efficient withdrawal strategies, income timing, and charitable giving scenarios.
  • Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
  • Review client documents (tax returns, account statements, estate documents) to identify planning opportunities.

Advisor Partnership

  • Serve as a trusted planning expert to a diverse group of independent advisors, each with their own brand and client style.
  • Prepare advisors for client meetings with clear, presentation-ready deliverables and talking points.
  • Build credibility as the person advisors actively want to delegate to—because you make their practice better.

Platform Building & Leadership

  • Help define and refine the workflows, templates, and quality standards for our centralized planning function.
  • Evaluate and optimize our financial planning technology stack as we continue to build the platform.
  • Contribute to advisor training and onboarding—helping new network advisors understand how to work effectively with our planning team.
  • Mentor and train junior planners as we grow the team. This is a ground-floor leadership opportunity.

Who You Are

Required

  • CFP® certification (active and in good standing).
  • 3–5 years of hands-on experience building comprehensive financial plans in a professional setting (RIA, broker-dealer, or planning firm).
  • Strong working knowledge of financial planning software in the categories of comprehensive planning, tax planning, and estate planning (e.g., RightCapital, Holistiplan, Wealth.com, eMoney, or similar tools).
  • Ability to translate complex planning concepts into clear, actionable deliverables that advisors can confidently present to clients.
  • Comfort working across multiple advisor relationships simultaneously, each with different styles and client bases.

Preferred

  • Series 65 or 7 & 63
  • Experience working in a multi-advisor or enterprise RIA environment (not just supporting a single advisor).
  • Familiarity with and enthusiasm for impact investing and values-aligned financial planning.
  • A track record of improving processes—you’ve built templates, streamlined workflows, or introduced tools that made a planning team more efficient.
  • Interest in mentoring or leading others. You don’t need management experience yet, but you want it.

Why Join Us

  • Ground-floor opportunity: This role will define how financial planning works across our entire advisor network.
  • Leadership trajectory: As the team grows, you grow with it. We expect this person to lead a planning operations team.
  • Mission that matters: First Affirmative has been at this since 1988. Values-aligned investing isn’t a marketing angle for us—it’s the entire reason the firm exists.
  • Tech-forward environment: YourStake’s technology and data are at the core of what we’re building. You’ll work with modern tools and help shape the stack.
  • Compensation: $85,000–$105,000 base salary, plus performance-based bonus. Competitive benefits including health, dental, vision, 401(k), and paid time off.
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against yourstake's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on yourstake's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    yourstake's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.