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Elite Wealth Planner UHNW Clients

Remote / Online - Candidates ideally in
Golden, Jefferson County, Colorado, 80401, USA
Listing for: Mariner Finance
Full Time, Remote/Work from Home position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, Financial Sales
  • Sales
    Banking & Finance, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Elite Wealth Planner for UHNW Clients | Hybrid Role
A financial services firm in the United States is seeking a Financial Advisor to provide wealth management advice to high net-worth clients. The role involves developing personalized financial plans and maintaining strong client relationships. Ideal candidates will possess a Bachelor's degree and a CFP designation with 2+ years of relevant experience. Competitive compensation is offered, reflecting geographic location and individual performance, with a potential bonus structure and a hybrid work model.
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