Senior CFP Wealth Planner — Remote, $200k+ in 2 Years
$200kWedmont Private Capital
New York, NY
- Remote job
A rapidly growing financial advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires a CFP certification and a minimum of five years of lead advisor experience. Responsibilities include analyzing financial data, developing customized plans, and fostering long-term client relationships. This full-time position offers a competitive salary starting at $140,000, with strong potential for growth within 24 months at a fully remote capacity. #J-18808-Ljbffr Wedmont Private Capital
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior CFP Wealth Planner — Remote, $200k+ in 2 Years in New York, NY vacancy
$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This... ...Compensation: Up to $200k base + bonus and equity... ...What You Will Need: 8+ years of progressive experience... ...balance Hybrid schedule with 2 days in office Equity...Remote jobSeniorFull timeWork at officeFlexible hours- A leading wealth management firm is seeking a skilled individual for a mid-senior level position in Cincinnati, OH. The role involves assisting Wealth... ...Candidates must hold a Bachelor's degree and a CFP® certification, and have 2-3 years of experience in financial planning....SeniorWork at office
$200k - $250k
...highly consultative CFP® professionals... ...planning and wealth strategy solutions... ...Overview: As a Senior Wealth Strategy... ...closer, not the planner. A dedicated... ...Opportunity: ~100% remote environment ~2... ...provided ~$200K-$250K+ realistic... ...) ~5+ years in a client-facing...Remote workSeniorFor contractorsFlexible hoursCurvion Blue
Albuquerque, NM14 days ago$200k
A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading... ...mentoring junior planners. This remote position offers a competitive salary of up to $200k plus bonus, equity buy-in options...Remote jobSeniorFlexible hours$230k - $265k
...within AssetMark’s Wealth Solutions group. You... ...thought partner to senior leadership and... ...of senior financial planners; provide guidance on... ...growth Use JD and CFP® expertise to design... ...certifications required 10+ years of financial... ...position. #LI-CR1 #LI-Remote Who We Are & What...Remote workSeniorFlexible hoursAssetMark
Raleigh, NC22 hours ago- ...services company in Atlanta is seeking a Wealth Strategist to develop personalized... ...Applicants should have a Bachelor's degree, CFP certification, and at least 5 years of experience in financial planning. This full-time, non-remote position requires strong analytical...Remote workSeniorFull time
- CAPTRUST is seeking a Wealth Planning Senior Associate who will work closely with our wealth advisory teams to deliver... ...development. Bachelor’s degree or equivalent experience, 2-4+ years of experience, proficiency in eMoney, and CFP designation #J-18808-Ljbffr CaptrustSenior
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound... ...retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in... ...clients. The ideal candidate has a CFP® designation, exceptional consultative...Remote jobSenior- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The... ...comprehensive tax strategies. The ideal candidate holds a CFP® designation and has over five years of experience in a client-facing financial role. This...Remote jobSeniorFlexible hours
$90k - $300k
Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will... ...-based tactics. The ideal candidate should have a CFP® designation and at least 5 years of experience in a client-facing role. Compensation ranges...Remote jobSeniorFor contractorsFlexible hours- ...Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships... .... The ideal candidate has 5+ years in advisory roles, active Series... ...schedule—In-office Mon-Thu, Remote Fridays—offers flexibility. #J-...Remote workSeniorWork at office
$200k - $240k
...visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...arrangement (proportion of on-site and remote work) will be discussed at the time of... .... You are an attorney with 10-15+ years of estate planning experience with expertise...Remote workSeniorFull time- ...England Legal Search represents a large national wealth manager seeking a Senior Wealth Strategist. The attorney will advise... ...and tax considerations, with a minimum of seven years' experience. The role is primarily remote and located in the Northeast (New York or Boston...Remote jobSenior
- ...The Senior Wealth Planner is a critical member of Allworth’s Wealth Planning Team... ...and family governance needs 2. Advanced Tax, Estate Planning... ...Accounting, or related field CFP® required; CPA, CFA, JD, LLM,... ...preferred Minimum 10 years of financial planning experience...SeniorWork experience placementWork at office
TRC Talent Solutions
Addison, TX1 day ago - ...Summary The Senior Wealth Planner is a critical member of Allworth’s Wealth Planning... ...Accounting, or related field CFP® required; CPA, CFA, JD, LLM,... ...preferred Minimum 10 years of financial planning experience... ...equivalent work experience). 2–3 years of experience in financial...SeniorFull timeContract workPart timeWork experience placementInternshipWork at officeFlexible hours
Allworth Airline Advisors (Formerly RAA)
Indianapolis, IN22 hours ago - Corient is seeking a proactive professional to support Wealth Advisors in financial planning, investment analysis, and client... .... Ideal candidates hold a Bachelor's degree, are pursuing CFP/CFA, and bring 2-4 years' experience with strong Excel and communication skills....Senior
- Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities... ...qualifications include a Bachelor's degree, CFP certification, 2-3 years of experience, and proficiency in tools like Salesforce...Senior
$80k - $110k
...Senior Financial Planner, Advisor Services Formative (formerly... ...Affirmative) Location: Remote or in person New York... ...on trust, gifting, and wealth transfer strategies.... ...You Are Required ~ CFP® certification (active... ...good standing). ~3–5 years of hands-on experience...Remote workSeniorFull timeYourStake
Remotemore than 2 months ago- ...Truist Wealth Omni Digital Senior Strategist The Truist Wealth Omni Digital Senior Strategist partners... ...functions. 1. Bachelor's degree 2. Seven years of experience in the digital (web/... ...relevant professional designations (e.g., CFP) 4. Technology/software product...Senior
- ...expertise in conjunction with Wealth Advisors to leverage and source... ...benefits and business owner planning. 2. Advice Process Excellence:... ..., MS in Taxation, MSFS, ChFC, CFP, CPA or comparable advanced... ...Preferred Qualifications: 1. Twelve years of experience with area(s) of...SeniorWork experience placementWork at office
- DescriptionSummary:The Wealth Planner will be responsible for delivering... ...Qualifications:Bachelor’s degreeMinimum 8 years of experience in financial... ....Preferred Qualifications:CFP designation preferred.... ...community, and do their best work. Remote roles will also have the...Remote workFull timeWork at officeWork from homeFlexible hours
$160k - $183k
EP Wealth Advisors (EPWA) is a wealth management advisory... ...role is designated as a remote position within the... ...evaluate, and implement multi-year wealth transfer... ...compliance. Qualifications CFP Designation and at least... ...being. 11 Paid Holidays + 2 Floating Holidays Paid...Remote workTemporary workWork at officeFlexible hours$200,000 per week
...Job Description Job Description Senior Tax Manager (Partner Track) – San Bernardino County, CA Salary: Up to $200K (DOE) + Bonus and Full Benefits A growing, well... ..., supported path to Partnership within 2–4 years for the right individual. Why This Opportunity...SeniorWork at officeFlexible hoursWeekend work2 days per weekLevelociti
San Bernardino, CA14 days ago$116k - $216k
...Avenue, Tacoma WashingtonJob SummaryThe Senior Wealth Planner (Planner) is responsible for delivering... ...(required)Experience Qualifications7 years as financial advisor providing holistic... ...CertificationsCertified Financial Planner (CFP) (required)Tactical SkillsExpertise in...SeniorFull timeWork experience placementWork at officeFlexible hoursNight shift$157.23k - $192.17k
...Day One.Job DescriptionThe PWM Wealth Planner is focused on providing... ..., or in conjunction with the senior team members.Basic Qualifications... ...experience - Typically 10 or more years of weath planning... ...concepts & software -JD, CPA, CTFA, CFP and/or advanced degree - Extensive...SeniorFull timeWork experience placementLocal area$97.69k - $127k
...boutique bank and a leader in wealth, lending, and deposit... ...an institution with over 100 years of history, we have always believed... ...Firm. Position Overview:The Senior Wealth Planner is a Certified Finance... ...appropriate.Position GoalsMaintain CFP certification.Develop in-...SeniorFull timeWork at office- ...Management Services Organization Inc is launching a fractional wealth strategy offering. You’ll serve as the estate planning quarterback... ...-visibility role with no billable-hour requirements and a fully remote work #J-18808-Ljbffr Hargrove Management Services Organization...Remote jobSenior
$139.37k - $238.92k
...new hires.Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business... ...of education and experience.4+ years of experience in wealth planning, financial... ..., and tax planning considerations.CFP (Certified Financial Planner) or CWS (Certified...SeniorFull time- EP Wealth Advisors, LLC is seeking an Advanced Wealth Strategist to analyze client portfolios, craft estate and wealth transfer strategies... ...Services for ultra high-net-worth clients, typically $25M+ AUM. Remote within the Southwest division with the ability to attend onsite...Remote jobSeniorWork at office
$124k - $225k
...organization with more than 85 years of experience, we... ...you. Role SummaryThe Wealth Services team is seeking a Senior Manager to help shape... ..., including 2+ years of management... ...requirements.Preferred:CFP designationLeadership... ...Colorado, Washington and remote workers$124,000.00 -...Remote workSeniorFull timeWork experience placementLocal areaWork from home1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior CFP Wealth Planner — Remote, $200k+ in 2 Years. Be the first to apply!
Related searches