Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required)
Be among the first 25 applicants.
This range is provided by Stonepath. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$160,000.00/yr – $200,000.00/yr
Additional compensation types
Annual Bonus
Direct message the job poster from Stonepath
Title: Senior Wealth Planner (CPA + CFP required)
Location: Full Remote, United States
Compensation: Up to $200k base + bonus and equity buy-in program
Type: Full Time / Remote
We are seeking to hire a Remote Senior Wealth Planner for a nationally recognized wealth management firm that recently surpassed $30 billion in assets under management. Known for strategic acquisitions and a client‑first approach, the firm provides comprehensive in‑house services spanning investment management, advanced tax planning, and multi‑generational wealth strategies.
This opportunity is ideal for an experienced wealth planner with a strong tax accounting background who thrives on solving complex challenges for ultra‑high‑net‑worth and high‑net‑worth individuals and families. The firm is seeking a candidate who not only understands advanced estate and legacy planning but also brings the technical depth of a Tax Manager‑level professional to ensure strategies are integrated across tax, financial, and business needs.
About the Role:
As a Senior Wealth Planner, you will serve as the lead strategist on sophisticated engagements requiring multi‑disciplinary expertise. You will partner directly with clients and advisors to design and implement advanced planning strategies tailored to wealth transfer, estate preservation, philanthropy, and liquidity events. Your heavier tax expertise will be essential in evaluating complex structures and ensuring strategies are both technically sound and client‑focused.
What You Will Do: Lead complex planning engagements for high and ultra‑high‑net‑worth clients
Apply advanced tax knowledge to estate, succession, and philanthropic strategies
Collaborate with advisors and internal teams to deliver cohesive, tax‑integrated solutions
Join client meetings as a subject matter expert and provide clear, actionable advice
Mentor junior planners and contribute to firmwide planning best practices
What You Will Need: 8+ years of progressive experience in Finance and Accounting
CPA and CFP® required
High and ultra‑high‑net‑worth clients ($10M–$50M+)
Deep technical knowledge in estate planning, tax law, trusts, and family governance
Strong communication, client‑facing presence, and ability to simplify complex strategies
Tools: Proficiency with eMoney, MoneyGuidePro, and CRM systems (Salesforce preferred)
Why Join: No billable hour requirements with true work‑life balance
Hybrid schedule with 2 days in office
Equity buy‑in program offering a path to leadership and ownership
Competitive compensation up to $200k base plus bonus
401(k) with firm contribution, flexible PTO, tuition reimbursement, and strong benefits
Direct impact on HNW/UHNW client strategy at a nationally recognized $30B AUM firm
