CFP Financial Planner — Wealth Planning Advisor
Mutual Bancorp and its Subsidiaries
A financial services institution in Massachusetts is seeking a Financial Planner to provide comprehensive financial planning advice. The role involves developing financial plans, ensuring compliance with regulations, and helping to acquire new business through client interaction. Candidates need a Bachelor’s Degree and CFP certification, along with at least three years of experience in financial planning. The position supports continual education and strong customer service aligned with the institution's core values. #J-18808-Ljbffr Mutual Bancorp and its Subsidiaries
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the CFP Financial Planner — Wealth Planning Advisor in Oklahoma City, OK vacancy
- Bank of America is seeking a Financial Advisor to work with Wealth Management clients in Oklahoma City. This role focuses on providing comprehensive financial planning solutions by identifying investment opportunities and managing client relationships. Candidates should...SuggestedWork at office
$65k - $80k
A leading financial institution is seeking a financial advisor to provide customized solutions to clients in Massachusetts. The role involves developing financial plans, recommending investment strategies, and building strong client relationships. Candidates must hold...Suggested- Bank of America is seeking a Financial Advisor in Edmond, Oklahoma, responsible for providing comprehensive financial advice and customized... ...The role involves triaging client leads, building financial plans, and recommending suitable products. Candidates should have at...Suggested
$72.93k - $96.63k
...Salary Grade: 18 GENERAL SUMMARY: The Financial Planner will be the advisor responsible for creating financial plans working collaboratively with the Wealth Management account officers and... ...position): Bachelor’s Degree required. CFP required. KNOWLEDGE, SKILLS &...SuggestedBank staffShift work- ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current... ...Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses...SuggestedTemporary workWork experience placementLocal area
Chase
Oklahoma City, OK7 days ago - ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current... ...Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and...Temporary workWork experience placementLocal area
JPMorgan Chase Bank, N.A.
Oklahoma City, OK4 days ago $80.9k - $103.95k
...travel to the Dublin, Ohio office quarterly. The Global Tax Planning Senior Analyst is a key professional role within the Finance organization... ...to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and...Temporary workWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours$129.5k - $186.1k
About the role This Sales Marketing Business Advisor role directly supports UKG's Marketing team as part of the GTM Strategy & Planning team. Act as the pipeline strategist and... ...complex analysis of business goals, financial data, and key metrics to optimize resources...Local areaRemote work- Overview True Adventure Travel is a leading travel company that specializes in creating unique and unforgettable travel experiences for our clients. We are a fully remote company, with a team of passionate and experienced travel agents located all around the world. ...Remote workFlexible hours
True Adventure Travel
Oklahoma City, OK2 days ago - MidFirst Bank seeks a Personal Banker Associate in Edmond, Oklahoma. This role combines teller and personal banker responsibilities, focusing on delivering exceptional customer service and promoting banking products. Candidates should have at least one year of successful...Full time
- ...sales. The role involves greeting customers, processing transactions, and maintaining customer relationships while meeting their financial needs. Candidates should have prior sales and cash handling experience and demonstrate strong communication skills. This full-time...Full time
- MidFirst Bank in Oklahoma City is seeking a Personal Banker Associate to handle customer transactions and promote financial products. The role requires at least one year of sales experience, strong customer service skills, and proficiency in Microsoft applications. Responsibilities...Bank staffFlexible hours
- ...responsibilities as a Teller and Personal Banker, focusing on providing exceptional customer service, processing transactions, and promoting financial products. The ideal candidate should have sales experience, proficiency in Microsoft applications, and the ability to build...Shift work
- ...role involves both Teller and Personal Banker responsibilities, focusing on delivering exceptional customer service and promoting financial products to meet client needs. Ideal candidates should have a year of sales experience and cash handling skills. The position requires...Flexible hours
$43.89k - $102.08k
...family and one community at a time. Position Summary Provides Plan Sponsors with benefit plan consulting services. Ensures all... ...package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Oklahoma City, OK13 hours ago$1,000 per month
...Overview College Financial Representatives in the internship program... ...an integrated financial planning practice from the ground up.... ...such as the Series 6 & 63 or CFP ® . Get inspired at local and... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Oklahoma City, OK2 days ago- ...Description Would you like to own a meaningful financial services practice under the Allstate... ...sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or... ...designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor’s degree...For contractorsWork at office
$85k - $145k
Job Summary The Wealth Advisor focuses on deepening relationships... ...clients achieve their financial goals. Unlike other... ...of financial planning and investments and their... ...Portfolio Manager, Financial Planner, Certified Public... ...Certified Financial Planner (CFP) designation required....Temporary workWork at officeLocal areaRemote workMonday to Friday$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is... ...through financial planning. On your path to becoming... ...Certified Financial Planner® licensing support2 Fully... ...Northwestern Mutual Wealth Management Company® (NMWMC... ...certification marks CFP®, CERTIFIED FINANCIAL...Full timeContract workFor contractorsWork at office$50k
...unique branch-team business model. One financial advisor and one branch office administrator... ..., and adjust the branch business plan to increase branch effectiveness... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement...Work at officeWork from homeHome officeFlexible hours- This position will provide personal financial services at assigned military installations.... ...service members in establishing a spending plan for extended absences. Develops and... ...Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (...Contract workWork at office
$65k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...investment goals, building a financial plan, and recommending brokerage products. Job... ...designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$85k - $145k
Mercer-Advisors is seeking a Wealth Advisor to deepen client relationships and grow their practice through... ...a dedicated Sales team to meet financial goals using a comprehensive set of solutions... ...years of relevant experience, and a CFP certification. Competitive...- Davis Family Financial LLC in Oklahoma City is looking for a Financial Planning Associate to support senior advisors in delivering personalized financial plans. This entry-level position is ideal for individuals eager to learn and build a work ethic in financial services...Full timePart timeFlexible hours
- Thrivent is a Fortune 500 financial services organization with a 100... ...Thrivent strives to make financial planning meaningful and impact-driven.... ...from home. As a Financial Advisor, you will collaborate with... ...Relevant certifications such as CFP or willingness to obtain them...Full time
- Magellan Federal is seeking a financial counselor to provide personal financial services to military service members and their families at... ...financial counseling, and possesses relevant certifications like AFC or CFP. The role emphasizes communication and management skills,...
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...is ideal for early-career advisors or financial planning professionals who are ambitious and... ...client service or financial planning. A CFP certification or coursework completion...
Confidential
Oklahoma City, OK4 days ago $129.5k - $186.1k
About the role The Global Partner & Ecosystems (GP&E) Business Advisor is a critical, high-impact role responsible for bringing clarity,... ...employees may be eligible to participate in a performance‑based bonus plan and to receive restricted stock unit awards as part of total...Immediate start$58.44k - $93.5k
...responsibilities include the full breadth of personal financial counseling services to military service... ...members in establishing a spending plan for extended absences. Develops and... ...Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (...Contract workTemporary workWork experience placementWork at office$83.5k - $111.3k
Associate Financial Planner (Oklahoma City, OK) At Edelman Financial Engines (EFE), we guide clients... ...Responsibilities Performs financial planning analyses for clients including... ...broker/dealer or registered investment advisor environment FINRA Series 65 required...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CFP Financial Planner — Wealth Planning Advisor. Be the first to apply!
Related searches
- entry level financial advisor Oklahoma City, OK
- jde finance consultant Oklahoma City, OK
- financial advisor Oklahoma City, OK
- financial planner cfp Oklahoma City, OK
- financial planner Oklahoma City, OK
- senior financial advisor Oklahoma City, OK
- financial planning assistant Oklahoma City, OK
- financial advisor associate Oklahoma City, OK
- associate financial representative Oklahoma City, OK
- financial counselor Oklahoma City, OK