Financial Planner
Charles Stanley
Are you an experienced Financial Planner ready to take the next step in your career? We're looking for technically strong, client-focused Financial Planners to help develop our growing team. This is a hands-on role where you'll provide high-quality financial planning to clients of Raymond James. In this role there is no requirement for a pre-existing client bank . What You’ll Do: Deliver expert financial planning and wealth management advice to private clients. Build and develop a client bank using external sources (solicitors, accountants etc.) and by developing new relationships both internally with Investment Managers, as well as through external referrals and personal contacts. Mentor other team members, supporting complex cases and driving professional development. Act as a technical resource and second opinion for planners across Raymond James. Collaborate with stakeholders to ensure outstanding client outcomes. Contribute to the development of advice standards and planning propositions. What You Bring: Level 6 CII (or equivalent) qualification. Chartered status, or working towards, preferred. At least 5 years of experience delivering holistic financial planning advice. Strong technical knowledge in pensions, tax, IHT, trusts, and protection planning. Proven leadership or mentoring experience. Excellent communication and relationship-building skills. What We Offer: A collaborative, values-driven culture where integrity and client-first thinking are paramount. The opportunity to shape a growing service within a respected and stable firm. At Raymond James, we: Put clients first – always. Act with integrity – doing what’s right, not what’s easy. Think long term – building a stable, responsible future. Value independence – celebrating individuality and encouraging innovation. About Us: Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades. Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500. #J-18808-Ljbffr
- ...technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-... ...writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial...SuggestedWork at office
CMD Recruitment Limited
Exeter, NH2 days ago - ...relationship management (CRM). Deepens relationships with new and existing customers by discussing and identifying customers' financial needs, including making referrals to other colleagues and departments to ensure customer needs are met. Opens new consumer and...SuggestedLocal areaShift work
Newburyport Bank
Salisbury, MA1 day ago $23 per hour
...communities. We believe in empowering our associates, providing an opportunity to thrive and make a career here at HRCU. A Financial Services Associate (FSA) provides account information, opens accounts, originates loan applications, conducts transactions, and...SuggestedHourly payFull timeTemporary workLocal areaHRCU
Greenland, NH3 days ago$18 per hour
Service Federal Credit Union is seeking a part-time Branch Teller at its Exeter branch. This position offers part-time work (10-15 hrs per week) with pay starting at $18.00 per hour and benefits that include PTO, training, mental-health support, and identity-theft protection...SuggestedHourly payPart time$20.5 - $27.59 per hour
...the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. This position completes all financial clearance activities for services rendered in outpatient departments. Monitors outcomes to ensure medical necessity and authorization...SuggestedHourly payWork experience placementInterim roleImmediate startShift workBeth Israel Lahey Health
Exeter, NH3 days ago- ...Job Description The Financial Analyst IV performs forecasts and financial modeling. They support various points of data and financial analysis to be used by decision makers to inform critical business decisions. The Financial Planning & Analysis (FP&A) Manager serves as...Immediate start
Frontgrade Technologies
Exeter, NH4 days ago - ...enjoying the flexibility of working from home. Ideal candidates will be motivated, dependable, and adaptable. Incentives include mentorship, training, and a weekly pay structure. Join us to make a meaningful impact on families’ financial well-being. #J-18808-LjbffrWeekly payRemote workWork from homeFlexible hours
Medium
Kingston, NH4 days ago $50k - $75k
About Us Group 1 Automotive, Inc. (NYSE: GPI) is a Fortune 250 leader in global automotive retail, operating more than 250 dealerships and collision centers across the United States and United Kingdom. As the 4th largest dealership group in the U.S., Group 1 delivers...Group 1 Auto
Stratham, NH6 days ago- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
- TruNorth Bank is seeking a Retail Employee in Merrimac, MA to deliver exceptional customer service and support day-to-day banking needs. The role involves handling deposits, withdrawals, and other transactions, while identifying opportunities to assist customers with bank...
TruNorth Bank
Merrimac, MA1 day ago $20 - $22.5 per hour
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Retail Employee Merrimac, MA, US 29 days ago Requisition ID: 2091 Salary Range: $20.00 To $22.50 Hourly Compensation...Hourly payPart timeTruNorth Bank
Merrimac, MA3 days ago$20 - $30.41 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities Adhere to the established customer service standards and...Immediate startM&T Bank
Hampton, NH2 days ago$21 per hour
...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shiftCitizens Careers
Raymond, NH1 day ago$21 per hour
...to use our mobile app, ATMs, or other digital tools. Provide personalized advice and solutions that help customers achieve their financial goals and connect them to our Bankers when needed. Your knowledge of Citizens products and benefits will educate customers and allow...Hourly payLocal areaFlexible hoursAfternoon shiftCitizens
Raymond, NH5 days ago- Teller Position We are seeking a full-time Teller to work at the Bank's Salisbury Office. Qualified candidates should be friendly, flexible and professional with excellent customer service skills, proficient with computers and handling cash. We offer an excellent...Full timeWork at officeFlexible hours
Institution for Savings
Salisbury, MA1 day ago $230k - $325k
...relations function, serving as a key steward of the company’s investment narrative and ensuring clear, consistent communication of its financial performance, strategic priorities and long‑term value creation strategy. The VP, Investor Relations is responsible for enhancing...Work at officeLocal areaRemote workWork from homePlanet Fitness
Hampton, NH2 days ago$18 - $20 per hour
Job Title Location 319 New Zealand Rd, Seabrook, NH, 03874, United States Base Pay $18.00 - $20.00 / Hour Employee Type Extraboard Non-Exempt Contact Information Name Emma Miller Phone (***) ***-**** Email ****@*****.*** Description Requirements...$29.25k
...Teller, Plaistow, NH Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that...Contract workPart timeWork experience placementWork at officeAfternoon shift$18 - $28 per hour
Parts Counter Specialist Keep the Shop Moving New England Truck Center Every tech in the bay depends on the parts counter. New England Truck Center is hiring a Parts Counter Specialist in Exeter, NH to be the person who keeps the right parts moving to the right techs...Hourly payFull timeWork at office- ...or related fields and at least five years' experience in grant management. Responsibilities include grant application management, financial oversight, and stakeholder coordination. A proactive approach to funding opportunities and excellent communication skills are essential...
University of New Hampshire
Durham, NH3 days ago $60k - $75k
...degree in Accounting, Finance, Business Administration, or related field preferred ~1-3 years of experience in billing operations, financial operations, customer billing, or related functions ~ Experience researching and resolving transactional discrepancies and...Work at officeLocal areaRemote workWork from homePlanet Fitness
Hampton, NH5 days ago- ...Finance (Required) Work Experience General Experience - 10 to 15 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) Travel Less...Temporary workWork experience placementRemote work
- ...: Manage approximately 500 units within a Portfolio Oversee Association projects Review association accounting regarding financial statements Assure association insurance coverage Guide association fiscal management Participate in required litigation needs...Afternoon shift
- Product Advisor - Plaistow Plaistow 004 - Plaistow, NH 03865 Overview Position Type Full-Time/Part-Time Description Job Summary: Responsible for providing customers with prompt and courteous service and assistance, replenishing and stocking merchandise, and...Full timePart timeShift workDay shiftAfternoon shift
$18 - $28 per hour
Job Description Job Description Parts Counter Specialist Exeter, NH | $18–$28/hr | Monday–Friday | No Nights or Weekends If you know your way around heavy truck or diesel parts and enjoy keeping a busy shop running, this is a great opportunity to join a growing...Full timeMonday to FridayWeekend work$50k - $75k
Job Description Job Description Overview BMW of Stratham is part of fast growing Group 1 Automotive , a leader in automotive retail and we are looking to add a qualified Automotive Parts Counter Person to our team. With our state-of-the-art facility, unbeatable...$15 - $17 per hour
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Auto Parts Specialist (Parts Counter Sales) Part Time Regular Raymond, Raymond, NH, US Salary Range: $15.00 To $...Hourly payFull timeTemporary workPart timeMonday to FridayShift workSanel NAPA Auto Parts
Raymond, NH3 days ago- Job Description Job Description Senior Electrical Engineer – High Voltage Substation Design (Part-Time / Consultant) ***No recruiters at this time*** Location Remote / Hybrid (with occasional site visits as needed) Employment Type Part-Time or Independent...Hourly payFull timePart timeFor contractorsRemote workFlexible hours
- Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Company parties ~ Competitive salary ~ Dental insurance ~ Donation matching ~ Employee discounts ~ Free uniforms ~ Health insurance ~ Vision insurance Brandy Brow Auto Parts...
BRANDY BROW AUTO PARTS INC
Plaistow, NH15 days ago - Job Description Job Description About us: Seacoast Power Equipment is the leading provider of Sales, Service and Parts for Outdoor Power Equipment (Tractors, Snow Blowers, Robotic mowers, Zero-turns, Mowers, Chainsaws, Generators, Blowers, Trimmers, Compact Diesel...
Seacoast Power Equipment
North Hampton, NH18 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
