UHNW Wealth Planner (CFP) – Generational Strategy

Judson Group; Reston (VA); On-site; USD 180,000 - 260,000; Full time

Job summary

A premier financial services firm in Reston, Virginia is seeking a Senior Financial Planner (CFP) to design and deliver customized financial plans for ultra-high-net-worth clients. This role involves strategic advisory, collaboration with a high-performing team, and a commitment to ethical practice. Candidates must have 10+ years of experience in financial services, exceptional communication skills, and a strong understanding of estate planning and tax strategies. Competitive salary, bonus, and equity are offered.

Qualifications

• 10+ years of experience in financial services, with 5+ years focused on planning for UHNW clients.
• Exceptional knowledge in estate planning, tax strategies, and risk management.
• Proven ability to communicate complex topics clearly.

Responsibilities

• Design and deliver highly customized financial plans for clients.
• Act as a strategic advisor alongside clients' trusted teams.
• Proactively identify opportunities to enhance client outcomes.

Skills

Complex financial planning

Estate planning

Tax strategies

Wealth transfer

Philanthropic structuring

Risk management

Effective communication

Creative problem-solving

Education

CFP® designation

Bachelor's degree in Finance, Business, or related field

JD, CPA, LLM

Tools

eMoney

Salesforce

Job description

A premier financial services firm in Reston, Virginia is seeking a Senior Financial Planner (CFP) to design and deliver customized financial plans for ultra-high-net-worth clients. This role involves strategic advisory, collaboration with a high-performing team, and a commitment to ethical practice. Candidates must have 10+ years of experience in financial services, exceptional communication skills, and a strong understanding of estate planning and tax strategies. Competitive salary, bonus, and equity are offered.