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. 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. 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
- ...Prepares financial plans for Wealth Management clients Assists teams within wealth management advisory services to identify the... ...(Degree) Preferred 2+ Years Required; 3+ Years Preferred Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required...Suggested
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York... ...Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC...SuggestedWork at officeShift workDay shift
$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- ...We are seeking a dedicated and detail-oriented Financial Planner to support advisors and clients by ensuring smooth operations, assisting with financial planning, and delivering exceptional client experience for a privately-owned wealth management firm. DUTIES & RESPONSIBILITIES...SuggestedWork experience placementWork at office
- ...affiliated with Penn Mutual, is a national organization of financial services firms dedicated to delivering custom support to... ...interpersonal skills Ability to work independently and remotely Certified Financial Planner (CFP) designation is a plus Bachelor's degree in finance,...SuggestedFull timeContract workLocal areaRemote work
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come... ...Preferred 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- Overview Employee Type: Non Exempt, Full-Time KS Bank is seeking a Relationship Banker for the Garner team. We value people, relationships, and the communities we serve. With over 100 years of service, KS Bank emphasizes employee engagement, learning and development. We...Full time
- Primary Office Location: 1050 Yunus Rd. Durham, North Carolina. 27703. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview This position is expected to develop proficiency of basic consumer banking...Work 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
- Floating Relationship Banker This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution...Work at office
- ...procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team...Full timeNight shift
- ...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...
- Description At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on “community banking,” employees find that they can make an impact through company-sponsored programs such as paid...Work 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
- ...Thrivent Financial is seeking dedicated financial advisors in Raleigh, NC to empower clients through purpose-based financial advice. Advisors will guide Christians towards financial clarity, build meaningful relationships, and have the flexibility to manage their schedules...
- ...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...
$100k - $250k
...firm. We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic...Work at officeLocal area- ...philosophy of "People Helping People," join our team! The Financial Advisor with an investment focus is responsible for providing... ...Investment or Trust Representative or a similar position. Certified Financial Planner™ or similar designation a plus. Must be comfortable acting...Work at officeImmediate start
- ...Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Position Title Financial Advisor Business Unit WM - FNIS Reports to Varies Based On Assignment Position Overview This position is primarily responsible for supporting the Bank's business...Work at office
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...Work at office
- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and...Work at office
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package...For contractorsWork at office- ...the first 25 applicants Strategic Talent Partner | Innovative Hiring Solutions | Proven Track Record of Identifying Top Talent Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute...Full time
$65k - $70k
...Primerica - Financial Services Representative (Training Provided) Primerica is a leading financial services company in North America, with over 2,800 corporate employees supporting a network of more than 151,000 licensed independent representatives. Founded 48 years ago...Full time- ...The Financial Aid Counselor position serves as the primary point of contact for current main-campus undergraduate and graduate students. This position involves evaluating financial aid applications, determining eligibility for federal, state, and institutional aid programs...ApprenticeshipWork at officeLocal areaAfternoon shift
- ...PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank...Temporary workWork at officeMonday to Friday
- ...experiences. The ideal candidate will have over six years of experience in Private Banking, a Bachelor's Degree, and the necessary financial licenses. The role demands a proactive approach, a strong network, and expertise in investments and financial services. #J-18808-...
$25 - $27.88 per hour
.... You accurately and efficiently process cash transactions and conduct deep conversations with clients to better understand their financial and life priorities and connect them with appropriate solutions. Responsibilities Execute the bank’s risk culture and strive for operational...Hourly payFlexible hoursShift workWeekend workDay shift
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