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).
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Remote Senior Wealth Planner — Tax‑Driven UHNW Planning in Remote at Unknown Company
This position is listed as full time and able to be worked remotely.