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Senior Wealth Planner High-Net-Worth Clients

Job in Bethel Park, Allegheny County, Pennsylvania, 15102, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 63000 - 108000 USD Yearly USD 63000.00 108000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner for High-Net-Worth Clients
A leading financial services firm located in Allegheny County, PA is seeking a professional to provide wealth management advice to high net worth clients. The ideal candidate will have a bachelor's degree, 2+ years of experience, and hold a CFP designation or Series 65. Responsibilities include preparing customized financial plans, supporting client requests, and developing skills in financial planning software.

This role offers a competitive salary ranging from $63,000 to $108,000 annually, based on experience and geographic location.
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Position Requirements
10+ Years work experience
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