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HNW Financial Planner – Hybrid, Equity

Job in Hertford, Perquimans County, North Carolina, 27944, USA
Listing for: IDEX Consulting
Full Time position
Listed on 2026-02-22
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: HNW Financial Planner – Hybrid, Equity Opportunity
Location: Hertford

A professional services firm in Hertford is seeking an experienced Financial Planner to manage high-net-worth clients and handle complex financial cases.

This role offers highly attractive commission, equity opportunities, and flexible hybrid working arrangements. The ideal candidate will have chartered status and proven experience delivering regulated financial advice. A ready-made portfolio of clients is provided, making this a lucrative opportunity for driven individuals.
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