Monstro
Senior Wealth Planning Specialist — Financial Intelligence
New York City , Hybrid · Senior
Sponsorship not specifiedDetected 14 days ago
LLMsAccountingExcelTaxCommunicationProperty & Casualty
About the role
- Paraplanners and associate planners bring some of the deepest technical thinking in wealth management - the rigorous cross-domain modelling, the comprehensive plans that hold together under scrutiny, the insight that turns complexity into clarity.
- At Monstro, that expertise takes centre stage.
- The challenge isn't getting AI to talk about financial planning - it's getting it to reason about wealth correctly, across the full dependency structure of comprehensive wealth strategy.
Responsibilities
- You will identify where AI evaluators miss nuance, where assumptions need to be challenged, and where human judgment must override automated conclusions - helping create the trusted financial logic layer behind Monstro's governed AI platform.
- This boundary-setting is itself a high-skill task, and its central to what you'll own.
- For clients, that means clearer decisions, proactive support when life changes, and a better view of their financial lives.
- Every recommendation reflects the institution's own views, policies, and permissions.
- Generative AI shapes how advice is designed; at runtime, execution is deterministic - so every output can be explained and stood behind, not just trusted.
- We are building for a high-stakes industry where the work has real consequences.
- The challenge is to make advice more personal and more available without making it less trusted - to build AI that institutions can audit, explain, and reverse, in a domain where being wrong carries real cost.
- We are an early team building something ambitious, and what you do here will shape both the product and the company.
Requirements
- 4-7+ years constructing or reviewing comprehensive financial plans in a technical (non-client-facing or limited client-facing) capacity
- Experience with planning software at a meaningful depth (eMoney, RightCapital, MoneyGuide, or equivalent)
- Comfort operating as a senior individual contributor without a team beneath you
- Deep expertise in at least one domain is required
- the ability to reason across all six as a system is essential.
- Ensure the logic surfaces relevant tax tradeoffs, avoids overclaiming precision, and identifies when CPA or legal review is required.
Nice to have
- CFP® - particularly combined with CPA, JD, LL.M., AEP®, or advanced designation
- JD or LL.M. in Taxation, ideally with tax or estate focus
- AEP® (Accredited Estate Planner)
- EA with deep planning experience alongside CFP® or CPA
Benefits
- bringing together their full financial picture, identifying what matters, and delivering personalized guidance across investments, tax, retirement, insurance, legal, and more.
- Retirement Income & Distribution Strategy
- Review guidance related to life, disability, long-term care, property and casualty, liability, umbrella coverage, and broader risk exposure.
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This listing is sourced directly from Monstro's careers page and normalized into a canonical job model.