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Senior Wealth Planner High-Net-Worth Families
Job in
Reston, Fairfax County, Virginia, 22090, USA
Listed on 2026-07-10
Listing for:
Cresset
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Cresset, a client-owned independent multi-family office, seeks a Wealth Planner/CFP to deliver comprehensive financial planning for high-net-worth individuals and families. You will partner with Wealth Advisors, private bankers, and tax professionals to provide an integrated client experience.
Responsibilities include creating and refining plans, presenting concepts, nurturing client relationships, and staying current on planning opportunities and regulatory changes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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