Remote Senior Wealth Strategist — CFP Elite Clients
Remote / Online - Candidates ideally in
Tangerang, Banten, Indonesia
Listed on 2026-02-15
Tangerang, Banten, Indonesia
Listing for:
Jobgether
Remote/Work from Home
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a Senior Wealth Strategist to create personalized financial plans for high-net-worth clients. This role involves conducting in-depth financial assessments, collaborating with internal teams, and ensuring compliance with industry regulations. The ideal candidate has over 5 years of financial planning experience, a CFP designation, and exceptional analytical and communication skills. The position offers flexibility with work-from-home arrangements and a supportive environment.
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Position Requirements
10+ Years
work experience
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