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Remote Senior Wealth Planner — Tax‑Driven UHNW Planning
Remote / Online - Candidates ideally in
St. Paul, Saint Paul, Ramsey County, Minnesota, 55118, USA
Listed on 2026-06-22
St. Paul, Saint Paul, Ramsey County, Minnesota, 55118, USA
Listing for:
Stonepath
Remote/Work from Home
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners. This remote position offers a competitive salary of up to $200k plus bonus, equity buy-in options, and a strong benefits package, including flexible PTO and a 401(k).
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Position Requirements
10+ Years
work experience
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