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Financial Consultant Financial Advisor

Senior Financial Planner, Tech-Driven Wealth Strategy

Job in McLean, Fairfax County, Virginia, USA
Listing for: Range
Full Time position
Listed on 2026-02-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below
A leading financial wellness platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting clients through an innovative messaging platform. Key responsibilities include advising members on their financial goals, collaborating with product teams, and providing insights on investment and tax strategies. The ideal candidate holds certifications like CFP or CPA, with 6-9+ years in client-facing financial services.

This position offers comprehensive benefits in a hybrid work environment.
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Position Requirements
10+ Years work experience
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