Senior Financial Planner Advisor Services

Formative (formerly First Affirmative Financial Network)

Location: Brooklyn NY (In-Person)

Type: Full-Time

Compensation: $85000$105000 base performance bonus

About Us

First Affirmative has been a pioneer in values-aligned investing since 1988 with over $900m in AUM. Through our national advisor network weve spent over three decades helping financial advisors and their clients build portfolios that reflect both their financial goals and their values.

Now as Formative were entering our next chapter focused on growth for impact. We raised an investment round and are partnering with YourStake the leading software company in the values-aligned wealthtech space 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

Were building a centralized financial planning team that serves our entire advisor networkand 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 youll produce comprehensive high-quality financial planning output the kind of work thats genuinely better and faster than what the advisors could produce themselves. Thats the value proposition: advisors trust you with their clients planning because your expertise and efficiency make delegation a no-brainer.

You wont be client-facing. Youll work directly with advisors running analyses and generating reports across tax planning retirement projections estate scenarios and more. Youll also help shape how we build and scale this functiondefining workflows evaluating tools and mentoring junior planners as the team grows.

What Youll 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 tobecause 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 onboardinghelping 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).
• 35 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 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

• 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 processesyouve built templates streamlined workflows or introduced tools that made a planning team more efficient.
• Interest in mentoring or leading others. You dont 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 isnt a marketing angle for usits the entire reason the firm exists.
• Tech-forward environment: YourStakes technology and data are at the core of what were building. Youll work with modern tools and help shape the stack.
• Compensation: $85000$105000 base salary plus performance-based bonus. Competitive benefits including health dental vision 401(k) and paid time off.