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Financial Advisor Financial Services

Senior Wealth Planning Strategist

Job in Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Specialist to join their High Net Worth Planning Services team. The ideal candidate should have over 10 years of financial planning experience and a CFP designation. Responsibilities include mentoring colleagues, addressing complex financial issues, and developing innovative solutions for high-net-worth clients. Competitive salary and comprehensive benefits are offered.
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Position Requirements
10+ Years work experience
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