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Wealth Planner - Build & Monitor Holistic Financial Plans

Job in McLean, Fairfax County, Virginia, USA
Listing for: Creative Planning
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A top tier wealth management firm is seeking a Financial Planner to provide comprehensive financial planning services. The role involves interacting with clients, performing detailed financial analyses, preparing planning recommendations, and implementing solutions. Candidates should have a relevant educational background and 1-3 years of financial services experience, with a Series 65 license expected within 120 days. This position offers the opportunity to collaborate with Wealth Managers to ensure clients receive top-notch financial advice.
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