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- ...Job Description Judson Group has been retained by a boutique RIA in the search for a Financial Advisor – CFP . This individual will report directly to the owner, take over existing client relationships, and will be responsible for leading all client meetings and developing...Suggested
Judson Group
Tucson, AZ8 days ago - ...aligns with a client’s deepest values and long-term vision. We’re searching for a sophisticated, polished Senior Financial Planner (CFP) with deep expertise in complex financial planning. You’ll be a strategic partner to ultra-high-net-worth individuals, families, and...SuggestedWork at office
Judson Group
Reston, VA8 days ago $100k - $125k
...Culture Job Details Position: Financial Advisor (2 openings) Location 1: Westborough, MA Advisor (3-5+ years of experience, CFP preferred, 5 days in-office Location 2: Lynn, MA Advisor (3-5+ years of experience, CFP preferred, 5 days in-office) - 1 lead...SuggestedWork at officeLocal areaJobot
Westborough, MA8 days ago- ...Planning, Finance, or Accounting) Experience: 1–3 years of experience in the financial services industry Series 65 or 66 requried; CFP Preferred (firm will pay for candidate to obtain) Technical Skills : Strong proficiency in eMoney Familiarity with...SuggestedWork at office
RK Partners
Chicago, IL23 days ago - ...At least 5 years of experience in the financial services industry, with a minimum of 3 years specifically in Financial Planning CFP®, CPA or CFA certification Bachelor’s degree is a prerequisite Compensation: Highly competitive base salary with incentive...SuggestedFull timeCasual workLive inRemote work
The Goff Financial Group
Houston, TX8 days ago $100k - $130k
...Communicate with clients to address their needs and inquiries. Qualifications: · 3-5 years of experience in financial services. · CFP designation and Series 7 and 66 or 65 licenses required. · Bachelor’s degree, preferably with a GPA above 3.3. · Proficiency in...SuggestedKestra Financial Independent Advisor
Baltimore, MD13 days ago- ...FINANCIAL PLANNER™ Professional to walk alongside our clients, building relationships, and providing experience driven advice. Our Senior CFP® Advisor will be attentive to the needs of the client and the company, communicative, team oriented, and ethically sound. We support...SuggestedRemote workMonday to Friday
Tocco Financial Services Inc
Tucson, AZ27 days ago - ...economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required. A portable book of existing clients is preferred. 10 years experience in financial planning, investment management...Suggested
Talent Search PRO
Rochester, NY20 days ago - ...Advisor, CFP Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don't have...SuggestedTemporary workShift work
- ...Financial Advisor (CFP®) – Series 65 & Florida 2-15 Licensed Full-Time | Spring Hill, Florida. Compensation: Competitive Salary + Variable Compensation Package. Reports To: Principal of Practice. About Campbell & Company: For more than 30 years,...SuggestedFull timeTemporary workWork at office
Campbell & Company, Wealth Advisors, and Certified Public Ac...
Spring Hill, FL29 days ago - ...Financial Advisor, CFP Join our dynamic team as a Financial Advisor and help clients navigate their financial journeys towards prosperity and security. As a trusted guide, you will provide personalized financial strategies, investment advice, and comprehensive planning...SuggestedTemporary work
- ...strategies, asset protection, and intergenerational transfer services. Role Description Analog Capital Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady stream of new wealth advisory prospects for your client pipeline. Day-to-day tasks include...SuggestedRemote jobFull timeWork at office
Analog Capital Partners
Fremont, CA8 days ago - ...Advisor Support. Type: Full Time. Salary: Salary + Variable Compensation Package. Experience: FINRA Series 65 Required, CFP designation required. Reports To: Principal of Practice. Location: Spring Hill, Florida. About Campbell & Company: Welcome...SuggestedFull timeWork at office
Campbell & Company, Wealth Advisors, and Certified Public Ac...
Spring Hill, FLa month ago - ...Team Support Respond to client inquiries via email/phone and support advisors with plan-related questions. REQUIREMENTS CFP certification or actively pursuing CFP designation. Direct experience with eMoney is required. Strong Excel and financial...SuggestedRemote jobHourly payPart timeFlexible hoursShift work
Hippocratic
Westlake Village, CA14 days ago - ...pay. This position is incentive eligible. Requirements Bachelor's degree in a related field Certified Financial Planner (CFP) Five (5) years of financial planning experience Preferences Juris Doctor (JD), however this position will not be authorized...SuggestedFull timeFlexible hours
$70.2k - $125k
...experience working in a financial planning, accounting, legal or other organization that provides relevant experience ~ Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs...Mariner Finance
Ventura, CA12 days ago- ...Preferred: 3+ years of experience in client-facing roles within financial services or wealth management. Professional certifications (CFP®, CFA®, or similar) are a plus. Skills and Abilities: Ability to adapt to a rapidly changing and fast-paced business and...Work experience placementLocal area
Quotient Wealth Partners
Dallas, TX8 days ago - ...is preferred. Proficiency in Excel and strong general computer skills. Interest in pursuing professional certifications (e.g., CFP) and increasing responsibility over time. Strong communication skills, both written and verbal. High emotional intelligence, with...Local area
Innovations PSI
Mill Valley, CA8 days ago $75k - $110k
...deepening relationships ~ Life & Health, SIE, and Series 63 required ~ Series 7 must be obtained within one year of employment ~ CFP® coursework or designation in progress preferred ~ Marketing, branding, or social media experience a plus ~ Must be local to the...Work at officeLocal areaClaire Myers Consulting
Lakewood, CO8 days ago$125k - $175k
...proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required. ~ CFP, CFA, CPA, JD, or MBA required. ~ Proven track record of managing client relationships and delivering comprehensive advice. ~...Permanent employmentTemporary workWork at officeFlexible hoursCorient
San Francisco, CA8 days ago- ...years of experience in investment management or financial advisory services, either within a team or as a sole practitioner. ~ CFA, CFP, or MBA preferred. ~ Proven ability to develop and manage relationships with high-net-worth individuals and families. ~ Strong...Work at officeLocal area
Ultimate Staffing
Los Angeles County, CA8 days ago - ...willingness to adapt in a rapidly changing environment All other duties as assigned REQUIRED EXPERIENCE / QUALIFICATIONS ~ CFP® • Series 65 (or equivalent) ~7 years financial services experience including direct sales with investment clients • Solid knowledge...Local area
Creative Planning
Dallas, TX8 days ago - ...management ambition · Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation &...Work experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
Melville, NY8 days ago - ...with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP® Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible...Work at officeFlexible hours
Bankers Life
Danbury, CT8 days ago $100k - $172k
...relationships and grow your book of business. Qualifications: ~7–10+ years of wealth management or advisory experience ~ CFP preferred; CTFA or trust administration background strongly desired ~ Proven track record working with high-net-worth individuals...Immediate startClaire Myers Consulting
Madison, WI6 days ago$85k - $100k
...while building referral-based growth What You Bring # Bachelor’s degree in Finance/related field # Active Series 65/66 license, CFP®, CFA®, ChFC®, or CIC (or willingness to obtain) #5+ years of wealth management or client service experience # Strong financial...Immediate startThe Well
Spokane, WA7 days ago- ...Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family...Work experience placement
Northwestern Mutual
Philadelphia, PA7 days ago - ...What you bring: • Experience in financial planning or advisory support • Series 7, 63, 65/66 + insurance licensing • Progress toward CFP® • Strong communication and organizational skills Ready to advance your financial planning career? Apply today!...
The Well
Winter Garden, FL7 days ago $100k - $120k
...degree ~3–5 years of experience in financial planning, wealth management, or client service ~ Active Series 65 or Series 66 , or CFP® designation (required) Compensation & Benefits Base salary: $100,000–$120,000 (based on experience) Annual performance...Work at officeBoutique Wealth Firm - Tampa
Tampa, FL7 days ago$34.5k
...provide a clear roadmap to help you succeed — including coaching from experienced leaders and access to professional designations like CFP® and ChFC. What You’ll Do Engage Clients : Build relationships through networking, outreach, and consistent communication....Work at officeEquitable Advisors
Melville, NY8 days ago
