Senior Financial Planner

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.

We are seeking an experienced Senior Financial Planner 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.

Job 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