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
$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- 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
- ...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
$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$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- 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
- As a Senior Communications Strategist at Vanguard, you will join a... ...impact.To support our Personal Wealth business, you will help Vanguard... ...:Minimum of eight years of related work experience, with... ...Thursday, with the option to work remotely or continue working from the office...Remote workSeniorFull timeWork experience placementWork at officeRelocation packageMonday to Friday
$200k - $260k
...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$100k - $150k
Sanctuary Wealth Group is seeking a Senior Investment Advisor, CFP® to manage and grow wealth management client relationships from its... ...environment with in-office collaboration and remote flexibility. The ideal candidate has over 7 years of experience, particularly with high-...Remote workSeniorWork at office- ...40 RIA in 2024. SUMMARY The Senior Wealth Planner is a critical member of Allworth... ...and family governance needs 2. Advanced Tax, Estate... ...Accounting, or related field CFP® required; CPA, CFA, JD, LLM,... ...strongly preferred Minimum 10 years of financial planning experience...SeniorFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- Corient is seeking an Associate Wealth Advisor to support high‑net‑worth clients through comprehensive financial planning... ...analysis. Candidates should hold a Bachelor’s degree and CFP certification, with 2-3 years’ experience. Proficiency in Excel and MS Office is required...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
$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- 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
- ...40 RIA in 2024. SUMMARY The Senior Wealth Planner is a critical member of Allworth... ...and family governance needs 2. Advanced Tax, Estate... ...Accounting, or related field CFP® required; CPA, CFA, JD, LLM,... ...strongly preferred Minimum 10 years of financial planning experience...SeniorFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
$150k - $200k
...relationships and implementing tailored wealth management plans. Candidates should possess a four-year degree and the CFP designation, along with 6+ years... ...ranging from $150K to $200K annually, with a full benefits package, in a remote setting until an office is established...Remote workSeniorWork at office- ...States of America) The Truist Wealth Omni Digital Senior Strategist partners across... ...OPT, F‑1 CPT, J‑1, TN‑1 or TN‑2, E‑3, O‑1, or future sponsorship... ...Bachelor's degree. Seven years of experience in the digital... ...professional designations (e.g., CFP). Technology/software...SeniorPermanent employmentFull timePart timeH1bWork visaShift workDay shift
- DescriptionSummary:The Wealth Planner will be responsible for delivering... ...:Bachelor’s degree Minimum 8 years of experience in financial planning... ....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
$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$85k - $167.3k
...enjoy the flexibility to work remotely * from anywhere within the U.S... ...and priorities to accomplish yearly revenue and consumer satisfaction... ...)Preferred Qualifications:2+ years of enterprise-level consumer... ...and training as well as a wealth of growth and development opportunities...Remote workSeniorWork experience placementInterim roleFlexible hours$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- ...Managing Director & Senior Wealth Strategist full-time Florida, Palm Beach, FL, US POSITION SUMMARY As a key member... ...L.L.M or MST and/or a professional designation of CPA, CFP ® and/or CPWA ® and 10 years relevant experience in estate and tax planning and/or fiduciary...SeniorFull timeWork at office
$75k - $100k
Corient seeks a Wealth Planning professional to join our Chicago team. You will collect and analyze client... ...with Wealth Strategist. The role requires 3-5 years of wealth management experience, a finance-related degree, CFP preferred, and strong knowledge of tax and...Senior- CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist to join our team in Los... ...candidate has a Bachelor’s degree, a CFP Designation, and over 8 years of experience, including... ...in eMoney Advisor. This is not a remote position, and employee ownership opportunities...Senior
- Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, seeks a Senior Wealth Planning Associate to support high-net-worth... ...initiatives. The ideal candidate has CFP certification (or is pursuing it), Series 65, and 3-5+ years in wealth planning or advising....SeniorWork at office
$121.9k - $262.1k
...at Fifth Third Bank. About The Role The Senior Wealth Strategist serves as the primary wealth strategy... ...Bachelor’s degree required. 10+ years of experience in financial, estate, or wealth... ...Professional Credentials: JD, CPA, CFP®, or equivalent credentials preferred. Strategic...SeniorBank staffShift work- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects... ...and consultative closing, not building a book. You’ll work remotely with a dedicated planning team handling implementation after...Remote jobSenior
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