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UHNW Wealth Planner; CFP Generational Strategy

Job in Reston, Fairfax County, Virginia, 22090, USA
Listing for: Judson Group
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 180000 - 260000 USD Yearly USD 180000.00 260000.00 YEAR
Job Description & How to Apply Below
Position: UHNW Wealth Planner (CFP) – Generational Strategy
A premier financial services firm in Reston, Virginia is seeking a Senior Financial Planner (CFP) to design and deliver customized financial plans for ultra-high-net-worth clients. This role involves strategic advisory, collaboration with a high-performing team, and a commitment to ethical practice. Candidates must have 10+ years of experience in financial services, exceptional communication skills, and a strong understanding of estate planning and tax strategies.

Competitive salary, bonus, and equity are offered.
Our team is growing, and we are hiring a UHNW Wealth Planner (CFP) – Generational Strategy in Reston, VA, United States. The following position is for a UHNW Wealth Planner (CFP) – Generational Strategy with Judson Group. Our group is growing, and we are hiring a UHNW Wealth Planner (CFP) – Generational Strategy in Reston, VA, United States.
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