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Senior HNW Financial Planner | CFP Depth & Service
Job in
Alexandria, Fairfax County, Virginia, 22350, USA
Listed on 2026-08-30
Listing for:
CPS Inc.
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CPS Inc. in Alexandria, VA, is seeking a Wealth Financial Advisor/Planner (CFP® Required) to own a high-net-worth client book and deliver comprehensive planning.
The role emphasizes client relationships, deep planning, and strong support — not hunting for new business. You will lead financial planning for HNW households with $1M+ AUM, run client review meetings, and present updated plans, strengthening longtime client relationships through high-touch service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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