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Remote Senior Financial Planner | CFP & Holistic Planning
Remote / Online - Candidates ideally in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-07-27
Columbus, Franklin County, Ohio, 43224, USA
Listing for:
The Prime Search Group
Remote/Work from Home
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
The Prime Search Group is seeking a Sr. Financial Planner to join a leading subscription-based financial planning company. In this role, you will provide actionable financial advice and conduct virtual meetings with clients to help them achieve their financial goals.
You will work closely with the Trading and Investment Ops teams to manage portfolios while building trust with clients. The position offers a salary, bonuses, and comprehensive benefits including a 401(k) match.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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