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 services company is seeking a Wealth Planner to deliver high-quality financial... ...a Bachelor’s degree, preferably a CFP® designation, and a minimum of 8 years of experience in financial... ...interpersonal and communication skills. Remote work options may be available. #J-...Remote workSenior
- A financial services organization is seeking a Wealth Planner to deliver high-quality financial planning services to clients... ...will have a bachelor's degree, preferably a CFP(R) designation, and at least 8 years of experience in financial planning. Strong interpersonal...Remote jobSenior
- 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
- ...services institution is seeking a Wealth Planner to deliver planning for... ...'s degree and a minimum of 8 years of experience in financial planning... ...interpersonal skills and a CFP® designation are preferred.... ...combining office and remote work. #J-18808-Ljbffr Huntington...Remote workSeniorWork at officeFlexible hours
- ...Capital Management Group is seeking a Senior Wealth Strategist to provide tailored... ...assets between $5-$15 million. This remote role requires significant travel, including... ...ideal candidate has at least 10 years of relevant experience, CFP, CPA, or JD qualifications, and...Remote jobSenior
- ...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
$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- ...About the job Wealth Planner - Associate and Senior Associate Levels Wealth Planner... ...time off policy and a hybrid remote work option to target the... ...candidates require a minimum of 1 year, full-time, family office... ...experience. A CPA or CFP® designation is desired but...Remote workSeniorFull timeWork at officeMonday to Friday
- ...As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team... .... Minimum of eight years related work experience in... ...financial services encouraged. CFP, CPA, and/or active Law... ...regularly. Experience working remotely with demonstration of the...Remote workSeniorWork experience placementWork at officeRelocation package
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of the Advice... ...required. Minimum of eight years related work experience and... ...services encouraged. CFP, CPA, and/or active law license... ...office. Experience working remotely with the ability to work...Remote workSeniorWork experience placementWork at officeRelocation package
- ...leading financial institution in Columbus, Ohio, is seeking a Wealth Planner to deliver comprehensive financial planning services for clients... ...junior staff. The ideal candidate should have over 8 years of experience in wealth management, strong communication skills...Remote jobSenior
$152k - $198k
Nuveen is seeking a Wealth Planning Strategies professional in Boston. This role focuses on partnering with high-net-worth clients, analyzing... ...with tax professionals. The position requires at least 8 years of experience, preferably in wealth management. A competitive salary...Remote jobSenior- ...Personal Wealth Senior Communications Strategist Apply ( locations Malvern, PA time... ...Qualifications: Minimum of eight years of related work experience, with at least... ...through Thursday, with the option to work remotely or continue working from the office on Mondays...Remote workSeniorFull timeWork experience placementWork at officeRelocation packageMonday to Friday
$200k - $240k
...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... ...xperience . You are an attorney with 10-15+ years of estate planning experience with...Remote workSenior$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 time- ...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
$75k - $125k
CapTrust Advisors, LLC is seeking a Wealth Planning Senior Associate in Raleigh, North Carolina, to develop and deliver client financial plans... ...candidate has a Bachelor’s degree, relevant experience of 2-4+ years, and proficiency in eMoney Advisor. The role includes minimal...Senior- J.P. Morgan Wealth Management is seeking a Vice President, Private Wealth Planner in New York. In this role, you will provide holistic financial planning as part of the... ...insights. Ideal candidates will have at least 5 years of relevant experience and must be fluent in...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
$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... ..., and compliance. CFP Designation and at least... ...~11 Paid Holidays + 2 floating holidays ~...Remote workTemporary workWork at officeFlexible hours- ...obsessed with creating unfair advantages for startups. For over 20 years, we've partnered with 1000+ brands, helping them achieve over $50... ...into whatever the day holds What You Bring To The Table ~2-3 years working in PR on the agency side or inhouse at a start-up...Remote workContract workShift work
$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 week$51.1k - $64.8k
...: Sager Electronics is hiring a Buyer/Planner for our new corporate location that will... ...with 3 days in the office and 2 days working remotely. Fully remote applicants will not be considered... ...from an accredited institution. 1-2 years of related professional experience....Remote workPermanent employmentWork at officeWorldwide- CAPTRUST is seeking a Wealth Planning Senior Associate to provide client wealth management solutions. Responsibilities... ...Candidates should possess a Bachelor’s degree, 2-4 years of relevant experience, and desire to pursue CFP designation. The role is office-based in...SeniorWork at office
- ...key member of the Family Office Services Team, the Senior Wealth Planner is responsible for reviewing estate and wealth planning... ...relevant field or professional designation (such as CFP, CPA, CPWA), required. ~7+ years of experience in wealth, estate, or tax planning;...SeniorWork at office
- Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage... ...and communicate complex financial strategies. This remote position requires outstanding skills in financial...Remote jobSenior
- Mercer Advisors is seeking a Senior Investment Strategist to join its Investment Department’s Portfolio Management Group. This remote role is ideally suited for candidates in Texas, Mountain... .... You will leverage your extensive wealth management experience and communication...Remote jobSenior
- ...Wealth Planner Summary: The Wealth Planner will be responsible for delivering... ...Qualifications: Bachelor's degree CFP designation preferred. Minimum 8 years of experience in financial... ..., and do their best work. Remote roles will also have the opportunity...Remote workWork at officeWork from homeFlexible hours
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!
- planning specialist New York, NY
- materials planning & execution specialist New York, NY
- lead planner New York, NY
- retail planner New York, NY
- manufacturing planner New York, NY
- strategic planner New York, NY
- buyer planner New York, NY
- planning associate New York, NY
- distribution planner New York, NY
- electrical planner New York, NY


