Financial Planner is open at IDBNY in 1114 Avenue of the Americas, NYC, NY, 10036. The posting gives a salary of $140K - $160K. Posted on Jun 18, 2026, and still on IDBNY’s careers page when we last checked, on Nov 14, 2026.
About the role
Client Advisory & Financial Planning Develop comprehensive financial plans encompassing retirement, estate, cash flow, and insurance planning for HNW and UHNW clients. Attend and actively contribute to client meetings, calls, and review sessions alongside PBs, serving as the planning and investment subject-matter expert. Translate complex financial concepts into clear, compelling narratives tailored to each client's…
The opening lines of the posting. The rest is on IDBNY’s careers page.
Hiring at IDBNY
IDBNY has 20 open roles right now. Most are in Sales & Business Development, Operations and Engineering. The median advertised salary across its roles with a published range is $150K. See all its roles
