Financial Planner - Wealth Management - Remote

Overview

The Financial Planner will provide personalized financial guidance and develop custom financial plans for clients, focusing on long-term success in wealth management.

In Short

• Develop and present custom financial plans including investments, estate, tax, and insurance.
• Analyze cash flow, assets, and business structures to optimize financial strategies.
• Conduct financial modeling for wealth transfer and succession planning.
• Support senior leadership with client reports and scenario analysis.
• Ensure compliance with financial regulations and industry best practices.
• Work closely with individuals and businesses.
• Opportunity for personal and professional growth.
• Collaborate with a team of experienced professionals.
• Full-time position with remote work flexibility.
• Only qualified applicants will be contacted.

Requirements

• 2–4 years of experience in financial planning, analysis, or wealth management.
• CFP (or working toward it); CFA or CPA is a plus.
• Strong understanding of personal finance, tax, and estate planning.
• Excellent analytical, communication, and presentation skills.
• Proficiency in Excel, financial modeling, and planning software.

Benefits

• Competitive salary range of $90K - $110K.
• Flexible remote work environment.
• Opportunities for professional development and certifications.
• Supportive team culture.
• Engaging work in a reputable wealth management firm.