Senior Wealth Planner & Tax Strategy Lead
Job in
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listed on 2026-06-19
Listing for:
Choreo
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A wealth management firm is seeking a Senior Financial Planner to support client-facing advisors and enhance financial planning resources. The ideal candidate has over 10 years of experience in financial and tax planning, holds a CFP/PFS designation, and possesses mastery in planning tools. This role focuses on comprehensive and ad hoc financial plans for diverse clients and involves collaboration with wealth strategists.
The position offers competitive compensation and comprehensive benefits.
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Position Requirements
10+ Years
work experience
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