Senior Financial Planner, Tech-Driven Wealth Strategy
Range
A leading financial wellness platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting clients through an innovative messaging platform. Key responsibilities include advising members on their financial goals, collaborating with product teams, and providing insights on investment and tax strategies. The ideal candidate holds certifications like CFP or CPA, with 6-9+ years in client-facing financial services. This position offers comprehensive benefits in a hybrid work environment. #J-18808-Ljbffr Range
Vacancy posted 4 days ago
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