rangeMcLean, VA
Senior Financial Planner, Tech-Driven Wealth Strategy
Senior Financial Planner, Tech-Driven Wealth Strategy
Senior Financial Planner, Tech-Driven Wealth Strategy
rangeMcLean, VA
yesterday
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role (opens in a new tab)A leading financial wellness platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting clients through an innovative messaging platform. Key responsibilities include advising members on their financial goals, collaborating with product teams, and providing insights on investment and tax strategies. The ideal candidate holds certifications like CFP or CPA, with 6-9+ years in client-facing financial services. This position offers comprehensive benefits in a hybrid work environment.
Also on the board Same function, level within a rung
Level
Senior
Location
McLean, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday