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Senior Financial Planner — Tech-Driven Wealth & Collaboration

Job in McLean, Fairfax County, Virginia, USA
Listing for: Range
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management platform is seeking an experienced Financial Planner in McLean, VA. You will craft financial plans, advise clients on their financial goals, and collaborate with our product team on new tools. The ideal candidate has 4-8+ years in financial services, holds relevant certifications, and possesses strong investment knowledge. The company offers comprehensive benefits including health coverage and a hybrid work environment.
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Position Requirements
10+ Years work experience
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