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Senior CFP Financial Planner & Lead Client Advisor; Remote

Remote / Online - Candidates ideally in
Saint Paul, Ramsey County, Minnesota, 55199, USA
Listing for: Quarry Hill Advisors
Remote/Work from Home position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
Position: Senior CFP Financial Planner & Lead Client Advisor (Remote)
A growing financial advisory firm is looking for a CFP® Professional based in Saint Paul, MN, ready to enhance their career. The role involves serving as the lead financial planner, managing client relationships, and delivering comprehensive financial planning services. Candidates should have at least 6 years of experience, a Bachelor's degree, and a CFP® designation. A successful candidate will excel in client service and demonstrate proficiency with financial planning software.

The firm offers competitive compensation with significant bonuses and benefits.
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Position Requirements
10+ Years work experience
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