Certified Financial Planner
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Certified Financial Planner at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements Bachelor's degree in finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills to effectively connect with clients. Demonstrated ability to build and maintain client relationships. Licenses or certifications in financial planning are a plus. Benefits Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr WealthBridge Financial Group
- .... You are… As a member of one of the world’s largest Workday-certified teams, you’ll be part of a team of advisory professionals who... ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track...SuggestedWork experience placementWork at officeLocal area
$70.35k - $196k
.... You are… As a member of one of the world’s largest Workday-certified teams, you’ll be part of a team of advisory professionals who... ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track...SuggestedWork experience placementLive inWork at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement...SuggestedFull timeContract workFor contractorsWork at office- ...The Financial Planner works directly with our clients and is responsible for the development of financial planning analysis and recommendations. The ideal candidate will distill complex financial concepts into clear, actionable advice while collaborating closely with wealth...SuggestedContract workWork at office
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...exceeded Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC...Temporary workWork at officeMonday to FridayShift workDay shift
$50k
...simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused... ...additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™...Work at officeWork from homeHome officeFlexible hours- ...associated with the certifications. We've been helping clients achieve financial security for over 160 years. We are searching for an... ...the best products and services for our clients. Our Financial Planners are valued partners. We value an inclusive and belonging environment...Full timeContract workWork experience placementInternshipWork at officeMonday to Friday
- ...Strong academic track record, including the achievement of a bachelor’s or advanced degree. Industry designation preferred: CERTIFIED FINANCIAL PLANNER TM , Chartered Financial Analyst, or Certified Public Accountant. 3+ years of client-facing experience in the financial...Contract workWork at office
- ...As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service...Live outWork at office
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$52.5k - $87.5k
...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...relationships to understand client needs and providing solutions. Candidates should possess strong communication skills, experience in financial services, and be comfortable with technology. A high school diploma or equivalent is required, along with the ability to work...Flexible hours
- ...customer base through proactive sales and service activities, manage the customer experience by identifying opportunities to improve financial wellbeing, collaborate with ecosystem partners to grow share of wallet, and position PNC solutions to drive new revenue and...Temporary workWork experience placementWork at officeShift work
- Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division. Ideal candidates will have over 6 months of customer interaction experience and a strong commitment to providing excellent service. This role offers comprehensive benefits...
- ...Summary Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program—a 9‑week training program designed...
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work$58.44k
Overview This position will provide personal financial services at assigned military installations. Primary responsibilities include... ...certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General...Contract workTemporary workWork experience placementWork at office- A financial services firm in Cincinnati is seeking a Family Office Financial Planner to deliver expert financial planning analysis to clients. You will collaborate with wealth advisors to provide integrated solutions and contribute to firm-wide initiatives. The ideal candidate...Work at office
$58.44k - $93.5k
Overview This position provides personal financial services at assigned military installations. Core duties include comprehensive... ...certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) required....Contract workTemporary workWork at officeImmediate startWork from home- ...Personal Banker Associate I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. Selected candidates will complete a 4‑8 week onboarding and education program, including...Work experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
- Foster & Motley, Inc. is looking for a full-time Associate Planner in Cincinnati, Ohio. This role involves supporting Financial Planners in developing comprehensive financial plans, conducting research, and managing client data. Candidates should have a relevant Bachelor...Remote jobFull timeWork at office
- A financial advisory firm in Cincinnati is seeking a Wealth Advisor to manage complex client relationships and ensure high satisfaction... ...levels. This role requires a bachelor’s degree and CERTIFIED FINANCIAL PLANNER™ designation, alongside three or more years of relevant...
$22 - $28 per hour
...Citizen 1-3 years’ experience as a Security/Network Administrator or equivalent knowledge. Security Essentials Certification (GSEC) Certified Intrusion Analyst (GCIA) Certified Incident Handler (GCIH) Certified Ethical Hacker (CEH) Certified Penetration Tester (CWAPT)...Hourly payFull timeWork at office$100k - $125k
...As a Financial Advisor at SWD, your role is to: Strengthen and retain existing client relationships Identify opportunities to deepen those relationships over time Drive growth through additional assets, referrals and expanded client engagement What Winning Looks Like Client...Full timeWork at office- ...Financial Advisor Northern KY | Greater Cincinnati With over 150 years as a community-focused, this publicly traded bank and its subsidiaries build lasting prosperity through relationships and solutions that empower customers for success in their financial journeys....Work at officeLocal area
$41.73k
...Title: Financial Aid Advisor II Salary: $41,730 Contract Term Length: 12 Months Standard Hours: 37.5 Work Location: Discretionary Hybrid FLSA Status: Non-Exempt College: Gateway Community & Technical College Campus Location: Gateway Edgewood Campus Department: Financial...Contract workWork at officeRemote workAfternoon shift- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help...Contract workFor contractorsFlexible hours
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