Sincerus Advisory is a fast-growing, fee-only, New York City-based boutique firm focused on serving and positively impacting the lives of Gen X and millennial entrepreneurs, business owners and professionals. The firm’s principals are each Investopedia 100 Top Financial Advisors with core values of lifelong learning, fairness, integrity, and excellence. The firm is looking to mentor, support, and guide the ideal candidate for long-term career success and fulfillment.

Our Core Values


We are committed to maintaining the highest moral and ethical standards in the guidance
that we provide for our clients.


We believe that excellence is paramount, both in our service and in our business.
Providing an unmatched client experience is the key to our success.


In keeping with our fiduciary responsibility, we believe it is of utmost importance to
offer independent and conflict-free advice in all matters.


In all client and employee matters, our aim is to treat all parties fairly, while also striving to
achieve an optimal result for our clients.

Lifelong Learning

Similar to many of our clients, we have a passion for learning and bettering
ourselves through knowledge.

Current Openings

Financial Planning Analyst

0-3 years of experience
New York, New York


  • Contribute as an integral part of a collaborative team to further the company’s mission and core values.
  • Assist with delivery of financial planning and investment management plans, strategies, and techniques to a client base of primarily New York City executives and business owners in their 30’s and 40’s
  • Participate in client meetings and draft client meeting notes. Answer routine client questions and service requests and transition to proactively advance high-level client service and client retention
  • Draft financial plans and create custom financial analyses
  • Assist in the client onboarding process and paperwork, including handling opening investment accounts
  • Maintain a high level of responsiveness, timely manage and prioritize deadlines
  • Assist partners in creating presentations and materials for business development meetings
  • Contribute to thought leadership in financial planning and the development of our knowledge base
  • Assist and develop in nurturing prospects and relationships with centers of influence
  • Gather and maintain client data; enter client information into various systems, including financial planning and CRM
  • Be proactive and always striving to be improving the excellence of the client experience that we deliver, and thereby the firm’s reputation


  • Proactive team player with a passion for learning able to work in a fast-paced environment
  • A strong desire to help others with high attention to detail and a commitment to excellent quality of work
  • Strong desire to learn financial planning strategies and techniques
  • Bachelor’s degree
  • CFP® certification or attainment within 18 months of employment
  • Strong written and verbal communication, analytical, organizational, and computer skills
  • Experience with Schwab, Orion, Holistiplan and EMoney a plus
  • Major in financial planning, business administration, economics or related field preferred

Competitive salary ($60,000-$90,000) plus bonus based on qualifications and experience. Interested candidates please email