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Wealth Planner — Remote & Client
Remote / Online - Candidates ideally in
Brentwood, Prince George's County, Maryland, 20722, USA
Listed on 2026-01-04
Brentwood, Prince George's County, Maryland, 20722, USA
Listing for:
Gatewood Wealth Solutions
Full Time, Remote/Work from Home
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Brentwood
A financial services firm is seeking a skilled Wealth Planner to manage client relationships and provide comprehensive financial planning advice. The role requires a Bachelor's Degree and CFP® or CFA® certification. Responsibilities include developing financial strategies, conducting analysis, and managing onboarding processes for clients. The firm offers competitive salary and comprehensive benefits, including health insurance and 401(k) matching.
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