Financial Planning Specialist: Retirement & Tax Strategy
Kestra Financial
Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. You will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice. #J-18808-Ljbffr Kestra Financial
- ...Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support... ...to develop tailored strategies, ensuring our clients receive... ...financial plans, including retirement, tax, and estate planning...TaxRetirementWork at office
- Navigate Search is seeking a tax professional in Connecticut to go beyond compliance, playing a key role in tax planning, client advisory, and retirement-focused financial strategies. The role requires 5+ years of individual tax preparation and planning expertise, strong...TaxRetirement
$140k - $160k
...Careers Senior Advanced Financial Planning Opportunity in Financial... ...Senior Financial Planning Specialist, High Net Worth Planning... ...Planning, Business Planning & Tax Planning strategies. The person in this role... ...and non-qualified retirement plans. Conduct necessary...TaxRetirementFull timeWork at officeRemote work- ...experienced and highly skilled Senior Financial Planner to join our team.... ...comprehensive financial planning and wealth management... ...expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely...TaxRetirement
- Kestra Financial Independent Advisor is seeking an experienced Senior Financial... ...provide comprehensive financial planning and wealth management services.... ...expertise across financial planning strategies, investment management, and retirement planning. You will work closely...Retirement
$75k - $95k
...clients. As their client base expands, they’re adding a Financial Planning Specialist to support their Senior Financial Planner. This is an excellent... ...environment — with real exposure to advanced planning strategies and client interaction. If you’re detail-oriented,...Local areaMonday to Friday- ...Executive Search, LLC presents a Senior Financial Advisor/Senior Financial Planner CFP... ...ownership of client relationships, holistic planning, and mentoring junior planners. You... ...identify planning opportunities, and deliver retirement, tax, estate, and investment guidance within...TaxRetirement
$110k - $130k
...Additional compensation types Annual Bonus Financial Planner - Hybrid schedule: only 1-2... ...Planner to deliver comprehensive planning and client relationship management... ...plans, guiding clients across tax, retirement, and legacy strategies Lead client relationships post‑...TaxRetirementFull timeWork at officeRemote work$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor... ...through financial planning. On your path to becoming... ..., and development strategies you need to be successful... ...· Trust Services · Retirement Solutions · Business Needs... ...3 for income tax purposes, and a statutory...TaxRetirementFull timeContract workFor contractorsWork at office$79.6k - $145.1k
...Development Program (ADP) at Lincoln Financial Group is an industry-leading... ..., including Stat, GAAP, Tax Reserve, Asset Adequacy Testing... ...Liability Management, Financial Plan, Bermuda BEL, and Economic... ...insurance, group protection, and retirement plan services. With our 120-...TaxRetirementWork experience placement$50k
...Join a financial services firm where your contributions are valued... ...-face and virtual sourcing strategies (e.g., residential,... ...adjust the branch business plan to increase branch effectiveness... ...Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health...TaxRetirementWork at officeWork from homeHome officeFlexible hours$75k - $85k
...exciting opportunity to work with a planning centric team dedicated to creating... ...active participation in the financial planning process. Responsibilities... ...include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning....TaxRetirementWork at officeLocal areaRemote work2 days per week- ...seeking experienced Financial Advisors and... ...comprehensive financial strategies designed to help... ...industry-leading planning platform,... ...in investments, retirement planning, insurance... ...education funding, and tax-efficient wealth... ...'s network of specialists, including investment...TaxRetirementFull timeLocal areaFlexible hours
- ...join our Private Sector Retirement Solutions Segment... ...benefits and retirement planning professionals. JOB DESCRIPTION... ...and comprehensive financial planning. We design... ...(mix of taxable and tax‑deferred accounts). You... ...Investment Department on strategy selection, tax‑aware...TaxRetirement
$54.4k - $205.8k
...transform faster and become more resilient. Our Finance AI and Data Strategy practitioners work to create and execute an organizations... ...opportunities). Infuse Responsible AI in vision and roadmap, develop plan for leveraging ecosystem partners, and define operating model to...Full timeWork experience placementLive inWork at officeLocal area- Osaic seeks a technically skilled Senior Financial Planning Specialist for its High Net Worth Planning Services team... ...The role centers on estate, business, and tax planning for high-net-worth clients, translating complex strategies into advisor-ready recommendations. The...TaxWork at officeRemote work
$138k - $212k
...contribute to the success of our business by supporting people strategies that drive transformation, foster collaboration and enable... ...program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). The salary estimate...RetirementTemporary work$108.5k - $195.9k
...policies and applicable financial and regulatory... ...incorporate updates into strategy Review quarterly GAAP... ...frameworks (STAT, GAAP, Tax, RBC, EC) ~ Experience... ...people to confidently plan for their version of a... ...group protection, and retirement plan services. With our...TaxRetirementWork experience placement- ...clients and help them achieve financial security through holistic planning, investment strategies, and risk management... ...Collaborate with internal specialists (investment, insurance, tax, and estate experts) to... ...Medical, dental, vision, and retirement benefits Flexibility and...TaxRetirementFull timeWork at officeLocal areaImmediate start
$79.6k - $145.1k
...Program (ADP) at Lincoln Financial Group is an industry-... ...Life and Annuities, Retirement and Group Protection.... ...Begin to develop pricing strategies and provide... ...people to confidently plan for their version of a... ...agents do not provide tax, accounting or legal advice...TaxRetirementWork experience placementWork at office3 days per week$128k - $252.5k
...workforce issues and align talent strategies with their strategic visions.... ..., product development, financial reporting, modeling, and adjacent... ...for pricing, financial planning, asset liability management,... ...Financial Reporting Standards, or tax accounting methodologies2+...TaxLocal areaVisa sponsorship- ...common purpose to help make financial lives better through the power... ...goals, building a financial plan, and recommending brokerage products... ...banking and investments strategies that align with client... ...Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained...RetirementTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$87k
...Financial Coordinator Salary: $87,000 Annually Our client is a highly... ...job security! Exceptional Retirement Benefits : Hybrid pension plan providing a significant lifetime retirement... ...and payroll. Sales and use tax reporting | State & Federal...TaxRetirementCasual workWork from homeFlexible hours1 day per week$85k - $145k
...in the areas of investments, tax, pension, estate, insurance, and general financial planning. Analyze, draft, edit, deliver... ...Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial... ...challenges, and more. 401(k) Retirement Plan with both Traditional and...TaxRetirementTemporary workWork at officeLocal areaMonday to FridayFlexible hours$85k - $145k
...clients achieve their financial goals. Unlike other firms... ...of financial planning and investments and their... ..., financial planning, tax, estate planning, and... ...), Personal Financial Specialist (PFS), Chartered Financial... ...and more. 401(k) Retirement Plan with both Traditional...TaxRetirementTemporary workWork at officeLocal areaRemote workMonday to Friday$146.3k - $306.4k
...property-related strategy and execution across... ...mitigation plans and escalate when... ..., utilities, EHS, tax, finance, procurement... ..., brokers, permit specialists, environmental consultants... ...Purchase Plan # Financial planning and group... ...insurance, and retirement options. We also...TaxRetirementFull timeContract workTemporary workWork at officeLocal areaRelocation packageFlexible hours- Job Description:Financial Consultant If you no longer want to spend... ...and create complex financial plans, then join a team that is a stable... ...to different investment strategies and bring together additional... ...as they look to reach their retirement goals Supporting our clients...RetirementFull timeWork at office
$79.6k - $145.1k
...Begin to develop pricing strategies and provide... ...work here? At Lincoln Financial, we love what we do. We... ...people to confidently plan for their version of a... ...group protection, and retirement plan services. With our... ...agents do not provide tax, accounting or legal advice...TaxRetirementWork experience placementWork at officeRelocation package3 days per week$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...an integrated financial planning practice from the ground up.... ...includes multiple financial strategies—insurance, investments, and annuities... ...contractors for income tax purposes, and a "statutory employee...TaxFull timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...an integrated financial planning practice from the ground up.... ...includes multiple financial strategies—insurance, investments, and annuities... ...contractors for income tax purposes, and a "statutory employee...TaxFull timeContract workFor contractorsInternshipLocal areaFlexible hours
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