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Remote Financial Planner — Path to Lead Advisor
Remote / Online - Candidates ideally in
Edina, Hennepin County, Minnesota, USA
Listed on 2026-08-09
Edina, Hennepin County, Minnesota, USA
Listing for:
Exhale Wealth Management
Remote/Work from Home
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Exhale Wealth is seeking a Financial Planner who loves financial planning. You’ll work directly with our founder, Matt, delivering comprehensive planning to tech professionals nationwide, owning plan implementation and client follow-up while avoiding sales pressure.
This role is designed to grow into a Lead Advisor position over time. Our team values building scalable client services and continuous improvement, with a supportive, remote-first culture.
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