judson groupReston, VA
UHNW Wealth Planner (CFP) - Generational Strategy
UHNW Wealth Planner (CFP) - Generational Strategy
UHNW Wealth Planner (CFP) - Generational Strategy
judson groupReston, VA
15 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)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.
Also on the board Same function, level within a rung
Level
Senior
Location
Reston, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
15 days ago