Accounting & Finance

Remote Senior Wealth Planner UHNW Planning

Stonepath

Workfromhome · Nationwide · United States

A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners. This remote position offers a competitive salary of up to $200k plus bonus, equity buy-in options, and a strong benefits package, including flexible PTO and a 401(k). #J-18808-Ljbffr

Reference: WJ-2926_4439201

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