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Financial Planner - Wealth Management

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

2–4 years of experience in financial planning or wealth management., CFP certification or working towards it; CFA or CPA is a plus., Strong understanding of personal finance, tax, and estate planning., Excellent analytical, communication, and presentation skills..

Key responsabilities:

  • Develop and present custom financial plans including investments, estate, tax, and insurance.
  • Analyze cash flow, assets, and business structures to optimize financial strategies.
  • Conduct financial modeling for wealth transfer and succession planning.
  • Support senior leadership with client reports and scenario analysis.

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Jagger Human Resources, Staffing & Recruiting Startup https://hellojagger.com/
2 - 10 Employees
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Job description

Job Title: Financial Planner
Work Type: Full Time - Remote
Salary Range: 90K - 110K

About the Company:
We are recruiting for a wealth management firm that helps with estate planning & succession. They are looking for a Financial Planner to join their team. This role offers the opportunity to work closely with individuals and businesses, providing personalized financial guidance for long-term success.

Responsibilities:
- Develop and present custom financial plans (investments, estate, tax, and insurance)
- Analyze cash flow, assets, and business structures to optimize financial strategies
- Conduct financial modeling for wealth transfer and succession planning
- Support senior leadership with client reports and scenario analysis
- Ensure compliance with financial regulations and industry best practices

Qualifications:
- 2–4 years of experience in financial planning, analysis, or wealth management
- CFP (or working toward it); CFA or CPA is a plus
- Strong understanding of personal finance, tax, and estate planning
- Excellent analytical, communication, and presentation skills
- Proficiency in Excel, financial modeling, and planning software

If this sounds like you then please apply!
**Please note - only qualified applicants will be contacted.

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Communication
  • Analytical Skills

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