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
$75k - $95k
...About the job Certified Financial Planner Financial Planner Position Overview Join a collaborative, growth-focused team where you'll receive hands-on mentorship, work directly with clients, and follow a clear path toward becoming a lead advisor. This...SuggestedFull timeRelocationRelocation package$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- ...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
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...were met or exceeded. Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC...SuggestedTemporary workMonday to FridayShift workDay shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your... ...Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package...SuggestedWork at office- ...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
$15 per hour
...the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our...Minimum wageFull timeContract workPart time$50 - $58 per hour
...refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses) Produce transaction analyses and investment materials with a...Contract workRemote work- ...anticipated to remain open for 30 days, from 30-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...take over sponsorship of an employment Visa at this time. MINIMUM QUALIFICATIONS Minimum of 2 years' previous experience in a financial services company required. Minimum of 5 years' sales/new business development experience required. Proficiency in Microsoft Office...Full timeWork at officeWork visaFlexible hoursAfternoon shift
- ...customers in the lobby, educate them on electronic banking tools, process cash transactions, and provide deep conversations about their financial needs. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to...Shift workWeekend workDay 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
- ...Business Banking division in Briarwood, Kentucky. Successful candidates will build strong customer relationships and provide tailored financial solutions while benefiting from a comprehensive package including health coverage, 401(k), and tuition reimbursement. The company...
- ...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
- ...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...
$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the... ...certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General...Contract workTemporary workWork 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
- ...in operations and Sales & Service. The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer...Work experience placementWork 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
- ...Financial Aid Counselor Spalding-Egan Leadership Center (ELC) - Louisville, KY 40203 Overview Education Level Bachelor's Category Education Description JOB LOCATION Fully Remote Hybrid (Some remote work some on campus work) JOB SUMMARY Under...Work at officeLocal areaRemote work
$100k - $125k
...here to chase cold leads. You are here to own and grow client relationships and guide clients through some of the most important financial decisions of their lives. As a Financial Advisor at SWD, your role is to: Strengthen and retain existing client relationships Identify...Full timeWork at office$50k - $80k
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial Advisor...Full timeWork at officeFlexible hours- ...ensuring a welcoming and valued experience. You will engage with clients both in branches and over the phone, helping them with their financial needs using our latest banking solutions. The ideal candidate has sales experience, strong communication skills, and a desire to...
- PNC Financial Services Group, Inc. is seeking a Personal Banker in New Albany, IN to enhance customer relationships and deepen the branch’s client base. This role focuses on driving proactive sales and improving customer satisfaction through effective banking solutions...
- Benefits 401(k) Dental insurance Health insurance Paid time off Vision insurance We are looking for a team member like you to join New Washington State Bank. This is an entry-level Floating Relationship Banker position with the home branch located in Charlestown, ...Part time
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
- Fifth Third in Louisville, KY is looking for a Personal Banker Associate I. This role focuses on consultative selling to meet the financial needs of customers through effective relationship management and services offered by the bank. Qualified candidates will participate...
- RadNet, Inc. is looking for a full-time Personal Banker to work onsite in New Albany, Indiana. This role focuses on providing exceptional customer service, developing banking relationships, and meeting sales goals. Successful candidates will have a high school diploma and...Full time
- NWSB (New Washington State Bank) in Charlestown, Indiana is seeking a part-time Floating Relationship Banker to join their team. This entry-level role requires a willingness to work at various branch locations. Ideal candidates will possess cash handling and customer service...Part time
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