Strategic Wealth Planner — CFP-Driven Client Strategy
Listed on 2026-10-06
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Strategic Financial Associates LLC in Bethesda, MD, seeks a Financial Planner to develop and deliver comprehensive financial planning strategies for clients. You will collaborate with Financial Advisors to analyze client situations, identify opportunities, and translate recommendations into actionable plans.
The ideal candidate has a CFP designation (or pursuing it), a Finance/Business/Economics/Planning background, and at least five years of planning experience.
We have an opening for a Strategic Wealth Planner — CFP-Driven Client Strategy in Bethesda, MD, United States within Finance.
This is an excellent opening to take on the Strategic Wealth Planner — CFP-Driven Client Strategy role at Strategic Financial Associates, LLC.
As a Strategic Wealth Planner — CFP-Driven Client Strategy, you will play an important part at Strategic Financial Associates, LLC in Bethesda, MD, United States.
We invite applications for the Strategic Wealth Planner — CFP-Driven Client Strategy position located in Bethesda, MD, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).