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

Certified Financial Planner CFP

$250k

Portfolio Placements & Resumes, LLC

Job Description

Senior Certified Financial Planner position in New Jersey (Monmouth County) off exit 109 of the Garden State Parkway

\n

\n

PAY: up to $250K salary(based on experience) + bonus, NO SALES, just financial planning.

\n

\n

Must have a car to commute to their office

\n

\n

In the office 5 days a week

\n

\n

MUST BE A U.S. Citizen

\n

\n

Relocation possible ONLY if you have ties to the area.

\n

\n

Interested ???? Please call or email me in confidence at your earliest convenience.

\n

\n

Please forward your resume to me in confidence;

\n

Thanks.

\n

Michael A. Weinstock

\n

President

\n

Portfolio Placements & Resumes, LLC

\n

View phone number on ziprecruiter.com

\n

Business hours 8am til 5:15pm M-F

\n

EMAIL: View email address on ziprecruiter.com

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Certified Financial Planner CFP in Tinton Falls, NJ vacancy
  • $95k - $250k

     ...Integrated Financial Concepts Red Bank, NJ, US We are seeking an experienced financial...  ...Proven success as a financial planner, personal financial advisor, financial...  ...Current professional license CPA, or CFP (Certified Financial Planner license from Certified... 
    Suggested

    WizeHire

    Red Bank, NJ
    5 days ago
  •  ...in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering...  ...encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Red Bank, NJ
    4 days ago
  •  ...The Senior Financial Planner / Relationship Manager will serve as an important member of the Private Wealth team and will have meaningful responsibility...  ...the Private Wealth division. Qualifications & Skills · CFP® certification preferred but not required · Bachelor's... 
    Suggested
    Full time
    Private practice
    Work at office

    Newport Capital Group

    Red Bank, NJ
    1 day ago
  • $103k

     ...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 support2 Fully company-funded retirement package... 
    Suggested
    Full time

    Northwestern Mutual

    Red Bank, NJ
    2 days ago
  • $95k - $250k

     ...Description Job Description Are you an experienced financial advisor who thrives on providing excellent service to help...  ...expectations Qualifications: CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards... 
    Suggested

    Integrated Financial Concepts

    Red Bank, NJ
    2 days ago
  • $80k - $135k

    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 ropes of financial services needed for effective wealth management to help our clients achieve their monetary... 
    Work at office

    Integrated Financial Concepts

    Red Bank, NJ
    2 days ago
  •  ...interested in helping families dedicatedly navigate life stages? The Financial Advisor role may be for you. Description Are you passionate...  ...$50,000.00-$75,000.00 3 weeks ago Wealth Advisor/Strategist w/ CFP and book - RIA, Family Office, Holmdel, NJ $100,000.00-$150,000.... 
    Full time
    Internship
    Work at office

    HJ Sims

    Red Bank, NJ
    5 days ago
  •  ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility... 
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Red Bank, NJ
    2 days ago
  •  ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility... 
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Red Bank, NJ
    1 day ago
  • $49.5k - $82.5k

     ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Red Bank, NJ
    14 hours ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Red Bank, NJ
    6 days ago
  •  ...The Financial Aid Advisor is responsible for administering Title IV federal student aid programs while ensuring strict compliance with current U.S. Department of Education regulations. This role manages the full financial aid lifecycle, including eligibility determination... 

    Snelling

    Eatontown, NJ
    5 days ago
  •  ...Aspiring Financial Advisor | Advisor Development Program Relationship-builder. Self-starter. Goal-oriented. Entrepreneurial. Lifelong...  ...eligibility for performance bonuses · Tuition reimbursement for the CFP® designation · Increasing autonomy and flexibility as you... 

    MARG Financial

    Wall Township, NJ
    3 days ago
  •  ...Job Title: Senior Financial Advisor / Wealth Planner Job ID: 90129 Locations: Bridgewater, NJ & Manalapan, New Jersey (Manalapan preferred) What you will be doing: Senior Advisors are responsible for managing the entire client experience, including: Conducting... 

    TEEMA

    Manalapan, NJ
    2 days ago
  • $25.07 - $41.79 per hour

     ...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with... 
    Hourly pay
    Local area

    M&T Bank Corporation

    Red Bank, NJ
    2 days ago
  • $20 - $28.75 per hour

     ...on-site fitness facilities at Red Bank and Toms River headquarter offices, and more! About Your Role Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and... 
    Full time
    Work at office
    Flexible hours
    Night shift

    ofbexternal

    Tinton Falls, NJ
    4 days ago
  • $63k - $105k

     ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Eatontown, NJ
    4 days ago
  • $140k - $170k

     ...for motivated, client-oriented individuals to join our team as Financial Advisors . This role offers the opportunity to build a financial...  ...NJ $37,440.00-$76,700.00 1 week ago Wealth Advisor/Strategist w/ CFP and book - RIA, Family Office, Holmdel, NJ $100,000.00-$150,000.... 
    Full time
    Internship
    Work at office

    MassMutual Metro New York

    Manalapan, NJ
    5 days ago
  • Overview At Northeast Financial Network , we are dedicated to helping individuals and businesses make responsible financial decisions. Our...  ...or a related field is preferred Relevant certifications such as CFP® or similar are highly beneficial Employer and Opportunities We... 
    Full time

    Northeast Financial Network

    Holmdel, NJ
    5 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Wall Township, NJ
    2 days ago
  •  ...solutions and technology. The role requires strong communication skills, sales experience in banking, and the ability to work weekends and evenings. You will engage clients, advocate for solutions, and connect them to experts to meet financial needs. #J-18808-Ljbffr... 
    Weekend work
    Afternoon shift

    Next Frontier Capital

    Middletown, NJ
    14 hours ago
  • TD Bank is seeking a Customer Service/ Teller role at the Neptune, New Jersey location. You will handle everyday banking transactions, greet clients, and introduce them to banking products and digital tools while building trusted, long-term relationships. Ideal candidates...
    Weekend work
    Afternoon shift

    TD

    Neptune, NJ
    3 days ago
  •  ...The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals... 
    Permanent employment
    Full time
    Temporary work

    Guardian

    Belmar, NJ
    1 day ago
  •  ...New Jersey Wealth Partners is looking for an experienced financial professional in the Holmdel area that is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide... 
    Full time

    Prudential Advisors

    Holmdel, NJ
    2 days ago
  •  ...are looking for highly motivated individuals—whether new to the workforce or making a career transition to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by... 
    Remote work
    Flexible hours

    WizeHire, Inc

    Red Bank, NJ
    6 days ago
  • Join Northwestern Mutual as a College Financial Representative intern where you'll receive guidance and support for building a financial planning practice. This role mimics the responsibilities of a full-time Financial Representative, allowing students to learn networking... 
    Full time
    Internship
    Flexible hours

    UNAVAILABLE

    Red Bank, NJ
    5 days ago
  • $63k - $105k

     ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Holmdel, NJ
    14 hours ago
  • $63k - $105k

     ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Neptune, NJ
    3 days ago
  • $23.04 - $30.73 per hour

     ...Financial Counselor Req #: 0000262278 Category: Healthcare Operations Status: Full-Time Shift: Day Facility: RWJBarnabas Health Corporate Services Department: Patient Financial Services Pay Range: $23.04 - $30.73 per hour... 
    Hourly pay
    Full time
    Temporary work
    Local area
    Flexible hours
    Shift work

    RWJBarnabas Health

    Long Branch, NJ
    1 day ago
  •  ...is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'llcombine planning expertisewith...  ...Insurance as it will berequiredduring your tenure on the job CFP Certification is a plus. If you have not obtained the CFP... 

    Charles Schwab

    Red Bank, NJ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Certified Financial Planner CFP. Be the first to apply!