Senior CFP Wealth Planner — Remote, $200k+ in 2 Years

Wedmont Private Capital; United States; Remote; USD 140,000 - 165,000; Full time

Benefits offered by this job

Competitive salary

Bonus and benefit plan

Potential for significant compensation increase

Job summary

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.

Qualifications

• Minimum five years of lead advisor experience.
• Preference for more tenured professionals.
• Proven track record in client-facing financial planning.

Responsibilities

• Analyze clients’ financial situations.
• Develop sound financial plans for clients.
• Customize financial plans according to clients’ needs.
• Help clients implement their plans.

Skills

CFP required

Excellent communication skills

Exceptional investment acumen

Ability to analyze financial information

Strong ethics

Ability to foster long-term client relationships

Education

Additional credentials (CFA, CPA, JD/LLM)

Tools

Charles Schwab

Salesforce

Orion

Right Capital

Job description

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.