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Senior Financial Advisor Jobs in Ridgewood, NY (NOW HIRING)

Clark Davis Associates

Senior Financial Analyst

Lyndhurst, NJ · On-site

$87K - $108K/yr

Senior Financial Analyst Livingston, NJ 70-80K + bonus Fortune 500 Retail client seeking a Senior ... Advise department leadership on expense management through identifying key cost drivers, problem ...

Ecruit

Financial Advisor (Wealth Management)

Melville, NY · On-site

$50K - $125K/yr

Financial Advisor (Wealth Management) $50,000 - $125,000 a year Why Join Us? Stop searching for a ... Work daily with Senior Advisors managing $100M+ in assets. * Learn from Senior VP's & Managing ...

Beacon Pointe

Senior Wealth Advisor

Manhattan, NY · On-site

$90 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... We bring together holistic financial planning, access to institutional quality investments, life ...

53 Stations

Senior Financial Planner

Brooklyn, NY · On-site

$80K - $107K/yr

About the role We're looking for an experienced Senior Financial Planner to join our team of ... But we're looking for more than just a great advisor - you'll be a key component of helping to ...

53 Stations

Senior Financial Planner

Brooklyn, NY · On-site

$80K - $107K/yr

About the role We're looking for an experienced Senior Financial Planner to join our team of ... But we're looking for more than just a great advisor - you'll be a key component of helping to ...

Alteryx Inc.

Senior Financial Analyst, GTM

Manhattan, NY · On-site

$103 - $134/hr

## Senior Financial Analyst, GTMApplylocations: New Jersey, USA - Remote: Pennsylvania, USA - Remote ... Act as a trusted advisor to sales leadership, using narratives and analytical insights to shape ...

Range

Senior Financial Planner

New York, NY · On-site

About the role We're looking for an experienced Senior Financial Planner to join our team of ... But we're looking for more than just a great advisor - you'll be a key component of helping to ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Ridgewood, NY

Senior Financial Advisor information

See Ridgewood, NY salary details

$71.2K

$136.4K

$215.1K

How much do senior financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for senior financial advisor in Ridgewood, NY is $136,381.00, according to ZipRecruiter salary data. Most workers in this role earn between $114,700.00 and $151,100.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What are the key skills and qualifications needed to thrive as a senior financial advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What are the most commonly searched types of Financial Advisor jobs in Ridgewood, NY?

The most popular types of Financial Advisor jobs in Ridgewood, NY are:

What cities near Ridgewood, NY are hiring for Senior Financial Advisor jobs?

Cities near Ridgewood, NY with the most Senior Financial Advisor job openings:

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Ridgewood, NY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $136,381 per year, or $65.6 per hour.

Senior Financial Planning Specialist (CFP Required)

YourStake

New York, NY • On-site, Remote

$80K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

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.

Apply