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Financial Planner

Ortus PSR
Reading
Posted Mar 9, 2026
hybridunknown$60,000 - $200,000

Key details

Work type
hybrid
Compensation
$60,000 - $200,000

Job Description

Financial Planner – AI - Enabled, Client - Centric Advisory Firm (Hybrid/Remote) A new era of financial planning—powered by AI, designed for client excellence. This is not a traditional wealth management role.

This is a firm that uses AI as a strategic advantage—allowing you to spend the majority of your time where you add the most value: client interaction, relationship - building, and new client acquisition. By integrating AI across the busine...

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Range from 12 indexed roles at this employer: $25,000 - $200,000(mid ~104917)

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Source: reed • Last updated Apr 18, 2026