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Senior Wealth Coach, CFP® — Modern, Planning-First Wealth
Job in
Bensalem, Bucks County, Pennsylvania, 19020, USA
Listed on 2026-08-08
Listing for:
WellFull by Bernardo Wealth
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Well Full by Bernardo Wealth is seeking an experienced Senior Wealth Coach, CFP® to join our expanding team. You will work directly with affluent clients, delivering planning-first guidance across retirement, taxes, estate and risk management while building deep, lasting relationships.
In this hybrid role, you’ll coordinate with clients’ trusted advisors, expand the client base, and help shape a modern wealth coaching platform designed for families, executives, and business owners who expect
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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