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Senior CFP Wealth Planner — Remote
Remote / Online - Candidates ideally in
Virginia Beach, Virginia, 23453, USA
Listed on 2026-06-07
Virginia Beach, Virginia, 23453, USA
Listing for:
Wedmont Private Capital
Full Time, Contract, Remote/Work from Home
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A rapidly growing financial advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires a CFP certification and a minimum of five years of lead advisor experience. Responsibilities include analyzing financial data, developing customized plans, and fostering long-term client relationships. This full-time position offers a competitive salary starting at $140,000, with strong potential for growth within 24 months at a fully remote capacity.
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Position Requirements
10+ Years
work experience
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