About the job
Senior Financial Advisor
New York, NY
Salary Range: $110,000 - $140,000
Equity opportunity available
THE ROLE
Stash Wealth is looking for a Financial Advisor who’s ready to break out of the Wall Street mold and help build the future of financial advice. This is a senior role on our advisory team with equity upside, reporting directly to leadership and making a visible impact every single day.
You’re whip-smart when it comes to planning, but you're strongest with people. You know the numbers but speak in plain English. You thrive in high-growth environments and aren’t afraid to do things differently.
You’ll work with ambitious 30-somethings as they navigate real milestones. Think equity comp, home buying, starting a family. And create personalized, actionable plans that help them feel confident, not constrained. You’re not here to guilt people into saving more or nickel-and-dime their lattes. You believe money should enable a life well lived, not one put on hold.
This isn’t a prospecting sales role. It’s a chance to build trust, translate complexity into clarity, and stay one step ahead for clients who want a partner in their corner.
RESPONSIBILITIES
- Provide ongoing advice in all areas of wealth management: goals-based investing, cash flow, equity compensation, student loans, home buying, and other 30-something milestones.
- Build and present customized, actionable financial plans using MoneyGuidePro.
- Deliver white-glove client service and maintain strong client relationships rooted in trust and education.
- Maintain accurate records for compliance and client relationship management purposes.
- Contribute feedback to help shape the development of our proprietary software platform
- Continuously improve internal processes with an eye toward automation, scalability, and an elevated client experience.
- Rebalancing and tax-loss harvesting experience is a bonus
- No prospecting required
REQUIREMENTS
- Based in NYC area
- 5–7 years minimum of wealth management experience
- Fluency with MoneyGuidePro
- Fluency with back office operations including ACHs and ACATs
- CFP® designation (preferred) or Series 65
- Rebalancing and tax-loss harvesting experience is a bonus
WHO YOU ARE
- You combine technical planning expertise with strong emotional intelligence.
- You thrive on helping clients follow through, not just understand the plan.
- You have the ability to convey complex concepts in simple terms (i.e. monte carlo, asset allocation, diversification, etc.).
- You don’t overwhelm clients with options, you guide them toward clarity and confident decisions.
- You believe good financial advice isn’t about being frugal, it’s about being intentional.
- You’re collaborative, adaptable, and excited to work in a fast paced startup environment.
- The opportunity to earn equity in a fast growing WealthTech company excites you.
WHO WE ARE
Stash Wealth is a modern financial advisory firm for high-achieving 30-somethings who are making good money and want something to show for it. Ignored by traditional wealth management, this generation is navigating major life decisions (home buying, kids, student loan payoff, job changes) and they’re doing it without a roadmap. That’s where we come in.
Our signature service, the Stash Plan®, provides clients with a clear, personalized path to live well nowandbuild long-term wealth. We focus on actionable guidance, not restrictive budgets. Our ongoing service, Stash Management, gives clients the accountability, advice, and investment support they need to stay on track, especially as life evolves.
We're not here to play by Wall Street's rules. We’re here to build something better.
Think you’re a fit? We’d love to hear from you. Fill out the quick application here: https://airtable.com/appTSfyXxGWp2joDm/pagcfn8lHhhgNCOJg/form
