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HNW Wealth Planner; CFP Touch

Remote / Online - Candidates ideally in
Alexandria, Fairfax County, Virginia, 22350, USA
Listing for: CPS Inc.
Full Time, Remote/Work from Home position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: HNW Wealth Planner (CFP) - High-Touch, Hybrid Role

CPS Inc. is looking for a Wealth Financial Advisor/Planner with a CFP designation based in Alexandria, VA. This role focuses on managing high net worth client relationships and providing comprehensive financial planning.

The ideal candidate will have over six years of experience, excelling in client service and financial strategy discussions. The position offers a structured environment with strong support instead of cold prospecting.

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