Senior CFP Wealth Planner — Remote, $200k+ in 2 Years
$200kWedmont Private Capital
- 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
$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- ...financial planning expertise and support Wealth Advisors. This full-time position requires... ...analytical skills and a minimum of 2-3 years of experience in finance. Responsibilities... ...Candidates must possess a Bachelor's degree and CFP certification. #J-18808-Ljbffr Dormont...SeniorFull time
- Huntington National Bank seeks a Wealth Planner in Houston, Texas, to deliver financial... ...a bachelor's degree, preferably a CFP® designation, and a minimum of 8 years experience in financial planning... ...The workplace combines office and remote work options, fostering community...Remote jobSeniorWork at office
- Huntington is seeking a Wealth Planner to provide financial planning services to clients with a net worth of $1-10M. This role requires 8+ years in financial planning and a Bachelor's degree, ideally with CFP designation. The Wealth Planner will develop financial strategies...Remote jobSeniorWork at officeFlexible hours
$30 per hour
...Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family... ...the potential for hybrid or remote work arrangements. The... ...candidate must possess at least 10 years’ experience in trust and... ...additional designations (CTFA, CPA, CFP, etc.) preferred. Minimum...Remote workSeniorWork at office- ...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
- ...Group in Haddon Heights, NJ is seeking a Transitional Wealth Planner to deliver comprehensive financial planning within... ...high-net-worth clients. Applicants must hold a CFP® certification and have a minimum of three years of experience. The role includes a competitive...SeniorFull timeWork 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 hours$200k - $250k
...CIBC.com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for... ...arrangement (proportion of on-site and remote work) will be discussed at the time of your... ...experience. You are an attorney with 10-15+ years of estate planning experience with...Remote workSenior$125k - $144k
...FOR FINANCIAL PROFESSIONALS in Los Angeles is looking for a Senior Associate in Wealth and Asset Management. The role involves helping clients... ...Qualified candidates should have a Bachelor's degree and at least 2 years of relevant experience, with strong skills in tax...Remote workSenior- ...Management, Inc. in Portland is seeking an experienced Wealth Planner to join our established team serving high-net-worth... ...relationships. The ideal candidate will have 2-5+ years of wealth planning experience, a CFP® designation, and a commitment to providing sophisticated...Senior
- ...LLC in Columbus, Ohio, seeks a Financial Planner to enhance financial planning knowledge and support Wealth Advisors. The role involves preparing financial... ...Applicants must have a Bachelor's degree, CFP certification, and 2-3 years of related experience. The company...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
- A national wealth management firm is seeking a Wealth Planning Associate to join their Relationship... .... Candidates should have or be pursuing a CFP designation and hold a degree in finance or accounting. This position allows for remote work opportunities. #J-18808-Ljbffr SDL...Remote job
- ...accommodation or an alternative application process. Senior Wealth Planner Full Time Atlanta, GA, US 13 days ago Requisition ID... ...relevant field or professional designation (such as CFP , CPA , CPWA) , required. 7+ years of experience in wealth, estate, or tax planning;...SeniorFull timeWork at office
$150k - $200k
...demanding professional services teams. As a senior data engineer on our engineering... ...and design docs What you need 5+ years shipping production software (or 2+ for mid-level) Strong... ...tier laptop + home-office stipend for remote roles 401(k) / pension match where...Remote jobSeniorFull timeHome officeFlexible hours$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... ...Position Overview: The Senior Wealth Planner is a Certified Finance... ...Position Goals Maintain CFP certification. Develop in...SeniorWork at office- ...Financial Corporation is seeking an experienced Wealth Planner to deliver exceptional financial... ...relevant Bachelor's degree and have 5+ years of experience in Financial Services, with... ...to clients. Certification or pursuit of CFP or FINRA Series 65 license is preferred....Senior
- Senior Wealth Planning Associate at Janney; client-facing financial planning role supporting Financial Advisors... ...to them by the FA/FA Team. What you have: 2 years’ experience in financial planning role Professional Licenses: CFP, Series 7, 63 and 65 (or 66) Must obtain...SeniorImmediate startWork from home
$130.53k - $228.38k
## Senior Wealth StrategistApplylocations: Jacksonville, FLtime type: Full timeposted on: Posted... ...communities we serve worldwide. With more than 135 years of financial experience and over 24,000... ...professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.*...SeniorH1bLocal areaWorldwide- ...reputable financial services firm in Westlake, Ohio is looking for a Senior Wealth Planning Associate. The role involves supporting Financial... ...and client relationship support. Candidates should have 2 years of experience in financial planning, relevant professional licenses...Senior
- Overview The Wealth Planner will be responsible for delivering planning to clients... ...Bachelor’s degree CFP® designation preferred. Minimum 8 years of experience in financial planning... ...community, and do their best work. Remote roles will also have the opportunity...Remote workWork at officeWork from home
- United Community Bank is seeking a Wealth Strategist in Atlanta, GA. In this full-time... ...Management teams. Candidates must have 5+ years of financial planning experience, a... ...related field, and a Certified Financial Planner (CFP) designation. This position is on-site and...SeniorFull time
- ...time role focuses on high-impact projects including records management and technology updates, offering remote work options. Ideal candidates will have over 7 years of relevant experience, project management certifications, and strong communication and organizational skills...Remote workSeniorFull time
$148.5k - $174.7k
Job Description The PWM Wealth Planner is focused on providing clients with... ...or in conjunction with senior team members. Basic Qualifications... ...Typically 10 or more years of wealth planning experience... ...and software JD, CPA, CTFA, CFP, and/or advanced degree Extensive...SeniorTemporary workWork experience placement- ...Wealth Strategist We're looking for a seasoned and client-focused... ...Experience & Education ~5+ years of financial planning... ...experience. ~ Certified Financial Planner (CFP) designation required. ~ Preferred... ...This is a full-time, non-remote position FLSA Status: ~...Remote workFull timeLocal area
$80k - $100k
...Manufacturing Co in Morristown, NJ is seeking a motivated financial planner to join their team. This role involves preparing... ...and client service coordination, while also requiring a CFP® certification and 2-3 years of relevant experience. The position offers a salary...SeniorWork at office$95k - $120k
Position Summary The Senior Wealth Planner serves as a key relationship manager, ensuring high client... ...’s degree Series 65 Completion of CFP® or CFA designation- CPA, JD, CHFC, or... ...approved advanced designation/degree 3-6+ years of industry experience Skills and Competencies...SeniorLocal areaFlexible hours$125k - $175k
...Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-... ...involves collaborating with Wealth Advisors to enhance client... ...Candidates should have at least 5 years of experience in financial planning, a CFP designation, and strong communication...Senior- A financial services firm is seeking a Junior Wealth Strategist in Chester Springs, PA. In this role, you'll provide internal sales support... ...towards becoming a full-fledged Wealth Strategist within 1-2 years. Ideal candidates have 1-2 years in financial services and...Senior
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