{"id":778259,"url":"https://alion.io/job/idbny-financial-planner","title":"Financial Planner","company":{"id":678464,"name":"Idbny","domain":"idbny.com","url":"https://alion.io/company/idbny","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":9,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-03T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":140000,"max":160000,"currency":"USD","period":"year","gross":null,"usd_annual":160000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-06-18T15:09:13Z","employer_posted_date":"2026-09-09","last_verified_at":"2026-10-03T23:47:06Z","board_verified":true,"closed_at":null,"days_open":107,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":106},"description":"Position Summary\nWe are seeking a Wealth Planning Specialist to serve as a dedicated planning and investments resource within our Private Banking division. This individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. Spanish language proficiency is highly desirable.\nKey Responsibilities\nClient Advisory & Financial Planning\nDevelop comprehensive financial plans encompassing retirement, estate, cash flow, and insurance planning for HNW and UHNW clients.\nAttend and actively contribute to client meetings, calls, and review sessions alongside PBs, serving as the planning and investment subject-matter expert.\nTranslate complex financial concepts into clear, compelling narratives tailored to each client's goals and risk profile.\nIdentify financial planning gaps and proactively recommend solutions aligned with clients' long-term objectives.\nInvestment Advisory & Portfolio Support\nConstruct and present investment proposals and pitchbooks covering the full capital markets spectrum, including ETFs, mutual funds, fixed income, alternative investments, structured products, and managed accounts.\nEvaluate portfolio construction, asset allocation, and manager selection in alignment with IDB Capital Corp.'s investment policy framework and individual client objectives.\nProvide ongoing portfolio monitoring, performance attribution commentary, and rebalancing recommendations.\nStay current on macroeconomic developments, market trends, and investment product innovation to inform client conversations and proposals.\nCollaboration with Private Bankers\nPartner closely with PBs in New York, California, and Florida to support client acquisition, deepening, and retention strategies.\nServe as an internal resource for planning and investment-related queries, helping PBs articulate value propositions to clients.\nCoordinate with internal teams including trading, portfolio management, lending, and legal deliver integrated wealth management solutions.\nAssist in onboarding new clients by conducting needs assessments and preparing tailored planning summaries.\nDevelop high-quality client-facing materials including financial plans, investment proposals, market commentaries, and educational content.\nQualifications\nRequired\nCFP® designation in good standing.\nMinimum 5 years of financial planning and investment advisory experience, preferably within a private bank, family office, or wealth management firm.\nDemonstrated experience working with HNW and UHNW clients.\nDeep knowledge of investment products including ETFs, mutual funds, fixed income, alternatives, and structured products.\nStrong financial planning proficiency across retirement, estate, tax, and insurance disciplines.\nSeries 7 and Series 65 (or 66) licenses required.\nExceptional communication, presentation, and interpersonal skills.\nPreferred\nSpanish language proficiency (written and spoken).\nCIMA®, CAIA®, CFA®, or other relevant advanced designation.\nProficiency with MoneyGuidePro financial planning software.\nEstablished relationships within the NY, CA, or FL HNW/UHNW market.\nFamiliarity with cross-border planning considerations for Latin American clients.\nCompensation\n The expected annual salary for this position is between $140,000 and $160,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.\nAdditional Information\nThe Bank Will Make Reasonable Accommodations To The Following Employees To Allow Them To Perform The Essential Functions Of Their Position, Except Where Doing So Would Result In Undue Hardship To The Bank\nThose with a known mental or physical disability.\nPregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.\nVictims of domestic violence, sex offenses or stalking.\nEmployees with religious observance and practice obligations.\nAny employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.\nThe Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.\nDisclaimer\n The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.\nAll your information will be kept confidential according to EEO guidelines.\nWe are operating on a Hybrid schedule.\nNO AGENCIES PLEASE.\nIDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.\nKindly review our Privacy Notice and GLBA Consumer Privacy Notice.","description_format":"text","description_chars":6590,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":true,"languages":[{"language":"Spanish","level":"Advanced (C1)","optional":true}]},"benefits":["Parental leave","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"region"},{"name":"Argentina","iso":"AR","kind":"region"},{"name":"Brazil","iso":"BR","kind":"region"},{"name":"Canada","iso":"CA","kind":"region"},{"name":"Colombia","iso":null,"kind":"region"},{"name":"Mexico","iso":"MX","kind":"region"},{"name":"Anguilla","iso":null,"kind":"region"},{"name":"Antigua and Barbuda","iso":"AG","kind":"region"},{"name":"Aruba","iso":"AW","kind":"region"},{"name":"Bahamas","iso":"BS","kind":"region"},{"name":"Barbados","iso":"BB","kind":"region"},{"name":"Belize","iso":"BZ","kind":"region"},{"name":"Bermuda","iso":"BM","kind":"region"},{"name":"Bolivia","iso":"BO","kind":"region"},{"name":"British Virgin Islands","iso":"VG","kind":"region"},{"name":"Bonaire, Sint Eustatius and Saba","iso":"BQ","kind":"region"},{"name":"Cayman Islands","iso":"KY","kind":"region"},{"name":"Chile","iso":"CL","kind":"region"},{"name":"Costa Rica","iso":"CR","kind":"region"},{"name":"Curaçao","iso":"CW","kind":"region"},{"name":"Dominica","iso":"DM","kind":"region"},{"name":"Dominican Republic","iso":"DO","kind":"region"},{"name":"Ecuador","iso":"EC","kind":"region"},{"name":"El Salvador","iso":"SV","kind":"region"},{"name":"Falkland Islands","iso":"FK","kind":"region"},{"name":"French Guiana","iso":"GF","kind":"region"},{"name":"Greenland","iso":"GL","kind":"region"},{"name":"Grenada","iso":"GD","kind":"region"},{"name":"Guadeloupe","iso":"GP","kind":"region"},{"name":"Guatemala","iso":"GT","kind":"region"},{"name":"Guyana","iso":"GY","kind":"region"},{"name":"Haiti","iso":"HT","kind":"region"},{"name":"Honduras","iso":"HN","kind":"region"},{"name":"Jamaica","iso":"JM","kind":"region"},{"name":"Martinique","iso":"MQ","kind":"region"},{"name":"Montserrat","iso":"MS","kind":"region"},{"name":"Nicaragua","iso":"NI","kind":"region"},{"name":"Panama","iso":"PA","kind":"region"},{"name":"Paraguay","iso":"PY","kind":"region"},{"name":"Peru","iso":"PE","kind":"region"},{"name":"Puerto Rico","iso":"PR","kind":"region"},{"name":"Saint Kitts and Nevis","iso":"KN","kind":"region"},{"name":"Saint Lucia","iso":"LC","kind":"region"},{"name":"Saint Vincent and the Grenadines","iso":null,"kind":"region"},{"name":"Saint-Pierre and Miquelon","iso":"PM","kind":"region"},{"name":"Sint Maarten","iso":"SX","kind":"region"},{"name":"Suriname","iso":"SR","kind":"region"},{"name":"Trinidad and Tobago","iso":"TT","kind":"region"},{"name":"Turks and Caicos Islands","iso":"TC","kind":"region"},{"name":"Uruguay","iso":"UY","kind":"region"},{"name":"United States Virgin Islands","iso":"VI","kind":"region"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-11T23:44:18Z"}],"visa":[],"liveness":{"score":10,"band":"cold","label":"Long shot","p_open":1,"p_active":0.344,"p_room":0.28,"age_days":106,"expected_fill_days":25,"reasons":["conf:2","win:tail","crowd:"],"computed_at":"2026-10-03T05:45:00Z"},"pay":{"stated_usd_annual":160000,"is_top_pay":true},"html_url":"https://alion.io/job/idbny-financial-planner","json_url":"https://alion.io/job/idbny-financial-planner.json","meta":{"generated_at":"2026-10-04T02:02:35Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":2778,"day_limit":5000,"remaining_today":2222,"minute_limit":60,"resets_at":"2026-10-05T00:00:00Z"}}}