Back to Jobs

Senior Tech Financial Planner; Remote CA

Remote, USA Full-time Posted 2026-07-28
Position: Senior Tech Financial Planner (Remote CA) A leading financial services firm is seeking a reputed company to manage and grow relationships with tech clients. Key responsibilities include advising on equity compensation, tax, and investment strategies while collaborating with a dedicated team. The ideal candidate has 5+ years of experience, strong communication skills, and a CFP certification. This is a remote-first role based in California with a competitive salary reputed company of $150,000–$250,000. #J-18808-Ljbffr Apply tot his job Apply To this Job
Apply Now

Similar Jobs

**reputed company Account Manager – E-reputed company reputed company and Market Development at arenaflex**

Remote, USA Full-time

Senior Group Procurement Partner Manager - Prof...

Remote, USA Full-time

**reputed company Junior Data Entry Clerk – Remote Data Entry Opportunities with arenaflex**

Remote, USA Full-time

reputed company Remote Data Entry Specialist – Career Development Opportunity in Data Management and Organization

Remote, USA Full-time

**reputed company Jr Data Entry Clerk / Part Time (Remote) – Kickstart Your Career in Data Management at arenaflex**

Remote, USA Full-time

**reputed company Data Entry Specialist – Remote Work Opportunity at arenaflex**

Remote, USA Full-time

reputed company Director of Data Analytics - Talent Data for Remote Work-From-Home Opportunities in Data Entry and Business Insights

Remote, USA Full-time

reputed company Live Chat Customer Support Specialist – Remote Work Opportunity for Exceptional Customer Service Representatives

Remote, USA Full-time

reputed company Customer Service Representative – Remote reputed company Time Zone Hours, Delivering Exceptional Support and Driving Business reputed company at arenaflex

Remote, USA Full-time

reputed company Part-Time Online Remote Data Entry Specialist for E-reputed company Platforms – Flexible Work-from-Home Opportunity with arenaflex

Remote, USA Full-time

Shop, Deliver, Earn Cash - reputed company in Paterson, NJ

Remote, USA Full-time

**reputed company Customer Support Specialist – Pet Products and Supplies (Work From Home)**

Remote, USA Full-time

reputed company Auditor - Medical reputed company Review

Remote, USA Full-time

**reputed company Customer Service Representative - Remote Online Chat Support for arenaflex Members**

Remote, USA Full-time

Senior Marketing Operations reputed company

Remote, USA Full-time

[Remote] Project reputed company Coordinator - Remote (Central Time Zone)

Remote, USA Full-time

**reputed company Customer Service Representative – Financial Services Career Development Experience**

Remote, USA Full-time

DWM reputed company & Construction Coordinator (Office of Engineering Services)

Remote, USA Full-time

Performance reputed company Marketer Needed to reputed company Web Game to 100 reputed company DAU

Remote, USA Full-time

[Remote] reputed company reputed company Associate

Remote, USA Full-time