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Remote UHNW Wealth Planner - Associate

Remote / Online - Candidates ideally in
Frederick, Frederick County, Maryland, 21701, USA
Listing for: GemHarvest Executive Recruiting
Remote/Work from Home position
Listed on 2026-06-09
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 135000 - 145000 USD Yearly USD 135000.00 145000.00 YEAR
Job Description & How to Apply Below
A leading independent wealth management firm is seeking an Associate Financial Planner to deliver exceptional client service and comprehensive financial planning. This fully remote role focuses on supporting the Lead Advisor with strategic planning, client onboarding, and ongoing service needs. Ideal candidates have a Bachelor's degree and 2-5+ years of UHNW wealth management experience. A competitive salary of $135,000 - $145,000 plus bonuses is offered.
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Position Requirements
10+ Years work experience
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