Senior CFP Wealth Planner Remote, $200k+ in 2 Years

Wedmont Private Capital

New York, NY(remote)

JOB DETAILS
SALARY
SKILLS
Certified Financial Planner (CFP), Customer Relations, Financial Analysis
LOCATION
New York, NY
POSTED
1 day ago

A rapidly growing financial advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires a CFP certification and a minimum of five years of lead advisor experience. Responsibilities include analyzing financial data, developing customized plans, and fostering long-term client relationships. This full-time position offers a competitive salary starting at $140,000, with strong potential for growth within 24 months at a fully remote capacity.#J-18808-Ljbffr

About the Company

W

Wedmont Private Capital