Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid CFP Financial Advisor in Plano

The Vanguard Group

Vanguard in Plano, TX seeks a Certified Financial Advisor to build lasting client relationships, help plan financial goals, and deliver disciplined investing and tax strategies. The role requires CFP designation, Series 7/63/66, five years of advisory experience, and a collaborative, client-focused approach within a hybrid work model. Relocation support and competitive compensation with bonuses and a partnership plan are part of the offering. #J-18808-Ljbffr The Vanguard Group

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Hybrid CFP Financial Advisor in Plano in Brooklyn, NY vacancy
  •  ...Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution...  ...available to those who qualify. We follow a hybrid working model where we are in the office... 
    Suggested
    Work at office
    Remote work
    Relocation
    Monday to Friday

    The Vanguard Group

    Brooklyn, NY
    1 day ago
  • $70k - $100k

     ...impact working as part of a team providing financial advice with heart. You’ll learn the...  ...business surrounded by experienced financial advisors and other experts, building your career...  ...advisor. Location Eugene, OR | Hybrid (3-5 days in the office) Desired Characteristics... 
    Suggested
    Base plus commission
    Work at office
    Local area

    Thrivent Financial

    Brooklyn, NY
    1 day ago
  • $75k - $110k

     ...and families by providing personalized financial plans that uncover opportunities and address...  ...a diverse, nationwide team of financial advisors, we strive to secure financial futures...  ...insurance Schedule: Monday to Friday Hybrid schedule to meet clients Qualifications... 
    Suggested
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    Usi Insurance

    Brooklyn, NY
    3 days ago
  •  ...developers." Preferred Qualifications Oracle E-Business Suite Financials in release 12.0 or higher, Responsible for translating...  ...PL-SQL. Pay Transparency This position is located in Plano, TX. This is a hybrid position located in Plano, TX. Candidates must live within... 
    Suggested
    Relocation

    FedEx Group

    Brooklyn, NY
    3 days ago
  •  ...CA, that provides integrated financial planning and investment management...  ...Summary The Senior Financial Advisor serves as the lead advisor for...  ...Certified Financial Planner (CFP®) designation. CPA is a plus....  ...compensation planning. Ability to work a hybrid schedule (remote and onsite in... 
    Suggested
    Remote work

    Blankinship & Foster LLC

    Brooklyn, NY
    5 days ago
  • FTI Consulting is seeking a Senior Consultant in Financial Reporting & Accounting for Real Estate Solutions in a hybrid, multi-location setup (NYC, Atlanta, Roseland, Boston, Chicago). You will lead month-end closes, prepare financial statements, and support SEC filings... 

    Andersch Ag

    Brooklyn, NY
    15 hours ago
  •  ...America. The role emphasizes budgeting, forecasting, governance over advertising budgets, and monthly variance analysis. The position is hybrid, located at 200 Twin Oaks Road Kohler, WI 53044, with on-site 2-3 days per week. The role requires a Bachelor's in finance or... 
    2 days per week
    3 days per week

    Rehlko Uninterruptible Power Ltd.

    Brooklyn, NY
    2 days ago
  • Michigan State University is seeking two Financial Aid Assistants to help analyze family and student financial information to determine...  ...begins with in-person campus training, with a future move to a hybrid schedule once goals are met. Strong communication and knowledge... 
    Remote job

    MSU - Michigan State University

    Brooklyn, NY
    1 day ago
  • $92.41k - $171.13k

     ...PeopleSoft Finance Techno-Functional Specialist - Hybrid Date: Aug 20, 2026 Company: NTT DATA...  ...Specialist - Hybrid to join our team in Plano, Texas (US-TX), United States (US)....  ...support, enhance, and modernize our PeopleSoft Financials & Supply Chain Management (FSCM)... 
    Temporary work
    Remote work
    Flexible hours

    NTT DATA, Inc.

    Brooklyn, NY
    2 days ago
  •  ...role offers learning and potential to lead financings over time in a collaborative deal team. Headquartered in Redwood City with a hybrid office setup; location options include Redwood City, San Diego, or Denver. Base pay: $100,000-$165,000, with discretionary bonus and... 
    Work at office

    Niri Ny

    Brooklyn, NY
    1 day ago
  • Catalyst Retirement Advisors in Denver is seeking an Associate Advisor to build a career in financial planning. You’ll work directly with an experienced advisor, participate...  ...toward owning client relationships of your own. CFP designation or active candidacy is strongly... 

    Retirement Resource Center, LLC.

    Brooklyn, NY
    2 days ago
  •  .../Accounting professional to support forecasting, budgeting and management reporting across the Chicago office in a hybrid role. You will analyze financial results, prepare variance commentary, and maintain accuracy in financial systems such as Hyperion, HFM and Anaplan.... 
    Internship
    Work at office

    Publicis Groupe ANZ

    Brooklyn, NY
    1 day ago
  • Raymond James Financial, Inc. describes Investment Central as a home office department delivering comprehensive financial service in a...  ...and service functions to support annuity owners and financial advisors, with a focus on superior customer experience in a call center... 
    Home office

    Raymond James Financial, Inc.

    Brooklyn, NY
    1 day ago
  • First Merchants Bank is seeking a FP&A Senior Financial Analyst I in a hybrid role with in-office days at our Daleville, IN office. The position delivers reporting, detailed analysis and executive summaries of financial information across business segments, supporting the... 
    Work at office

    First Merchants Corporation

    Brooklyn, NY
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business...  ...Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design)... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Jersey City, NJ
    4 days ago
  •  ...happiness depends on it. We believe that financial peace of mind forms the fabric of strong...  ...the Job * As a Financial Services Advisor, you will work directly with real people...  ..., Bonuses, 401(k) plus match, Benefits, Hybrid, Entrepreneurship, Work/Life Balance #LI... 

    Lee Nolan & Koroghlian LLC

    Staten Island, NY
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to...  ...additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Jersey City, NJ
    2 days ago
  • $70k - $80k

     ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power...  ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)Obtained... 
    Temporary work
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Flushing, NY
    5 days ago
  • $75k - $100k

     ...about helping clients plan for long-term financial security? Are you interested in assessing...  ...dedicated professionals, including Financial Advisors and Team Associates, who work directly...  ...(or equivalent), Life & Health required; CFP or desire to obtain through UBS tuition... 
    Full time
    Flexible hours

    UBS

    Weehawken, NJ
    4 days ago
  • $100k - $250k

     ...relationships, and want to provide meaningful financial leadership, we want to hear from you. Our...  ...Alpharetta. We\'re seeking a Financial Advisor to help lead the growth of this new...  ...Insurance License and Series 65 required CFP®, CPA®, or a Graduate degree is a plus Strong... 
    Work at office
    Local area

    Retirement Resource Center LLC

    Brooklyn, NY
    2 days ago
  • $50k - $100k

     ...Description The Financial Advisor will be responsible for providing personalized financial advice and strategies to a diverse client base, focusing...  ...field; a master’s degree or relevant certification (CFA, CFP) is preferred. 5+ years of experience in financial advisory or... 

    United Insurance

    Brooklyn, NY
    2 days ago
  •  ...an Information Security Analyst for a long-term contract with hybrid work options in Charlotte, NC or Irving, TX. The role emphasizes...  ...email security, incident response, and governance across a large financial services environment. The candidate will monitor security... 
    Long term contract
    Contract work

    Motion Recruitment Partners LLC

    Brooklyn, NY
    15 hours ago
  •  ...complex federal health IT portfolio strategy, investment planning, financial analysis, and executive decision support. This role will...  ...and the ability to manage multiple portfolio areas in a fast-paced environment, with hybrid work at #J-18808-Ljbffr Capstone Analytic

    Capstone Analytic

    Brooklyn, NY
    2 days ago
  •  ...You will manage large datasets, refine investment strategies, and develop financial models to guide decisions. This role emphasizes rigorous analysis, coding basics, and collaboration in a hybrid in-office setting in DC or LA. You will grow from refining existing strategies... 
    Remote job
    Work at office

    Alphataraxia Management LP

    Brooklyn, NY
    2 days ago
  •  ...actionable insights and executive-ready reporting. The role emphasizes building repeatable analytical processes, improving financial systems, and delivering high-quality analyses for strategic initiatives in a hybrid Boston-based setting. #J-18808-Ljbffr Focus Partners Wealth

    Focus Partners Wealth

    Brooklyn, NY
    4 days ago
  • $70k - $80k

     ...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...  ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Sacbar

    Brooklyn, NY
    2 days ago
  • UC Irvine is seeking a Financial Aid Basic Needs Counselor who will determine aid allocations, provide individualized counseling, and support emergency grant processes as part of the Basic Needs Center. This role requires independent work under general supervision and a... 

    UCI group

    Brooklyn, NY
    1 day ago
  • $300k

     ...-family office and registered investment advisor growing at 37% this year. We're building...  ...planning, charitable strategies, and complex financial scenarios that require both analytical...  ...Monday through Friday, 8 a.m. to 5 p.m. CFA, CFP, or WMCP designation Family office or... 
    Full time
    Work at office
    Relocation
    Monday to Friday

    Sage Search Partners

    Brooklyn, NY
    1 day ago
  • $70k - $80k

     ...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...  ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Colorado Psychiatric

    Brooklyn, NY
    1 day ago
  • Daimler Truck Financial Services is seeking a Dealer Credit Analyst to assess financial condition of commercial vehicle dealerships and...  ...analysis, risk assessment, and collaboration across departments in a hybrid schedule based in Charlotte, NC. Prior wholesale lending... 

    Daimler Truck North America LLC.

    Brooklyn, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid CFP Financial Advisor in Plano. Be the first to apply!