Private Wealth Planner: UHNW Planning Remote
Remote / Online - Candidates ideally in
Alameda, Alameda County, California, 94501, USA
Listed on 2026-03-03
Alameda, Alameda County, California, 94501, USA
Listing for:
Transcend Practice Management
Remote/Work from Home
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A client-centered wealth management firm in Alameda, CA, seeks a Private Wealth Financial Planner to provide comprehensive financial planning for ultra-high-net-worth clients. This role emphasizes collaboration, communication, and a client-first approach, ideal for someone committed to building long-lasting relationships and delivering exceptional service. Candidates should have a CFP® designation, relevant experience, and strong technical skills in financial planning, investment, and tax strategies.
The position offers a salary range of $140,000 - $155,000 annually.
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