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, and investment coordination
- Develop customized planning strategies tailored to clients’ long-term goals and objectives
- Assist in identifying planning opportunities and delivering proactive client advice
- Collaborate with internal teams and external professionals to support integrated client solutions
- Help ensure a high-touch, detail-oriented client experience
Qualifications:
- CFP® certification required
- 3+ years of experience in financial planning, wealth management, or a related advisory role
- Advanced proficiency with eMoney and financial planning software
- Strong technical knowledge across retirement, tax, estate, and wealth transfer planning
- Experience working with high-net-worth and ultra-high-net-worth clients preferred
- Excellent analytical, organizational, and problem-solving skills
- Strong communication and interpersonal abilities with the confidence to contribute in client-facing environments
- High attention to detail, professionalism, and intellectual curiosity
- Ability to work collaboratively within a team-oriented environment
This position is an exempt position. The annualized base pay range for this role is expected to be between $130,000-$160,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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Portfolio Strategy Group (PSG) is part of the Focus Financial Partners’ network firm community. As part of the partnership, PSG remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Skills Required
- CFP certification
- 3+ years of experience in financial planning or related advisory role
- Advanced proficiency with eMoney
- Strong technical knowledge across retirement, tax, and estate planning
- Experience working with high-net-worth clients preferred
- Excellent analytical, organizational, and problem-solving skills
- Strong communication and interpersonal skills
- High attention to detail and professionalism
Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Fair & Transparent Compensation — Pay is presented with clear salary bands in multiple public job postings across roles and locations, aligning with typical ranges for similar industry titles. Role-level transparency spans client service, trading, and corporate/transaction positions.
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Affordable Benefits — Health insurance is characterized as affordable alongside favorable commentary on the overall package. Core coverage includes medical, dental, vision, life insurance, and a 401(k) noted in corporate postings.
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Wellbeing & Lifestyle Benefits — Broader total rewards include paid volunteer time, an in-house headquarters gym, wellness amenities such as lactation rooms and healthy snacks, and tuition assistance/training investment. These elements indicate attention to employee wellbeing beyond core insurance.
Focus Financial Partners Insights
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
