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Financial Consultant Accounting & Finance

Dentist Wealth Advisor — CFP, Remote​/Hybrid, Partnership

Remote / Online - Candidates ideally in
Montgomery County, USA
Listing for: WealthFD
Full Time, Remote/Work from Home position
Listed on 2026-02-08
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A leading financial planning firm in Conshohocken is seeking an experienced Financial Planner with a strong focus on client relations. In this role, you will serve as the primary advisor for clients, manage comprehensive financial plans, and prepare tax returns. The ideal candidate has a Bachelor's degree in Finance or a related field, along with at least 3 years of experience in financial planning or tax accounting.

A CFP® designation is preferred. This position offers flexibility with work-from-home options and a competitive salary.
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