Wealth Planner Jobs

Brighton Jones is hiring an experienced Tax Lead Advisor in Boston to lead tax planning and compliance for high-net-worth individuals, businesses, and fiduciary clients while mentoring a growing tax team.

D.A. Davidson is hiring a Senior Planner to develop and deliver advanced wealth-planning solutions and advisor support for high- and ultra-high-net-worth clients while producing thought leadership for the firm.

Brighton Jones seeks an experienced Lead Advisor in Boston to act as clients' Personal CFO, lead local advisory teams, and deliver comprehensive wealth management across investments, tax, estate, and planning services.

Raymond James is hiring a Financial Planning Consultant in Memphis to create tailored financial plans, advise clients on investments, and build lasting client relationships while maintaining regulatory standards.

Brighton Jones is hiring a CFP® Lead Advisor to build and lead its new San Diego market, delivering comprehensive wealth planning and client relationship leadership.

Serve as the founding advisor for Stash’s premium virtual financial guidance program, combining CFP expertise with AI-driven tools to deliver personalized 1:1 coaching to everyday investors.