Remote Senior Wealth Planner - Wealth Management; CPA + CFP

Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required)

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Title: Senior Wealth Planner (CPA + CFP required)

Location: Full Remote, United States

Compensation: Up to $200k base + bonus and equity buy-in program

Type: Full Time / Remote

We are
seeking to hire a Remote Senior Wealth Planner for a nationally recognized wealth management firm that recently surpassed $30 billion in assets under management. Known for strategic acquisitions and a client‑first approach, the firm provides comprehensive in‑house services spanning investment management, advanced tax planning, and multi‑generational wealth strategies.

This opportunity is ideal for an experienced wealth planner with a strong tax accounting background who thrives on solving complex challenges for ultra‑high‑net‑worth and high‑net‑worth individuals and families. The firm is seeking a candidate who not only understands advanced estate and legacy planning but also brings the technical depth of a Tax Manager‑level professional to ensure strategies are integrated across tax, financial, and business needs.

About the Role:

As a Senior Wealth Planner, you will serve as the lead strategist on sophisticated engagements requiring multi‑disciplinary expertise. You will partner directly with clients and advisors to design and implement advanced planning strategies tailored to wealth transfer, estate preservation, philanthropy, and liquidity events. Your heavier tax expertise will be essential in evaluating complex structures and ensuring strategies are both technically sound and client‑focused.

What You Will Do:

• Lead complex planning engagements for high and ultra‑high‑net‑worth clients
• Apply advanced tax knowledge to estate, succession, and philanthropic strategies
• Collaborate with advisors and internal teams to deliver cohesive, tax‑integrated solutions
• Join client meetings as a subject matter expert and provide clear, actionable advice
• Mentor junior planners and contribute to firmwide planning best practices

What You Will Need:

• 8+ years of progressive experience in Finance and Accounting
• CPA and CFP® required
• High and ultra‑high‑net‑worth clients ($10M–$50M+)
• Deep technical knowledge in estate planning, tax law, trusts, and family governance
• Strong communication, client‑facing presence, and ability to simplify complex strategies
• Tools: Proficiency with eMoney, Money Guide Pro , and CRM systems (Salesforce preferred)

Why Join

🌟 No billable hour requirements with true work‑life balance

🏢 Hybrid schedule with 2 days in office

📈 Equity buy‑in program offering a path to leadership and ownership

💰 Competitive compensation up to $200k base plus bonus

🎓 401(k) with firm contribution, flexible PTO, tuition reimbursement, and strong benefits

🤝 Direct impact on HNW/UHNW client strategy at a nationally recognized $30B AUM firm