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$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...SuggestedMariner Finance
Livermore, CA16 days ago$63k - $140k
...prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience ~ CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual...SuggestedMariner Finance
Union City, NJ16 days ago$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...SuggestedMariner Finance
Denver, CO16 days ago$63k - $108k
...prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience ~ CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual...SuggestedMariner Finance
Osseo, MN20 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, AZ18 days ago - ...Advisor, CFP Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with ambitious financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You...SuggestedTemporary workShift work
$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, MA29 days ago$55k - $65k
...Accounting, Economics, Business Management and/or related field ~ Actively pursuing license or registration: FINRA Series 65; or CFA; or CFP ~1+ year experience working in investment, data, or business analysis ~ Excellent knowledge of Microsoft Office Suite (Word,...SuggestedTemporary workWork at officeLocal areaShift workNight shiftWeekend work$125k - $175k
...Financial Advisor With CFP We are looking for a financial advisor with a CFP for a full-time position offering 100% employer paid and generous benefits package, competitive compensation, and an existing book of business. This is an excellent opportunity for those with...SuggestedFull timeFlexible hours- ...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, FLa month ago $82.41k - $162k
Financial Advisor (Training and CFP Track) Location Hoover, AL : Our client, a wealth management firm in Hoover, AL is looking for a talented professional with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT...SuggestedHourly payFull timeWork at officeMonday to Friday- ...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
- ...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, FLmore than 2 months 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...Suggested- ...want to join our team and grow lasting and meaningful careers with us. The value you'll bring: As a Career Foundation Program (CFP) Associate Corporate Finance, you will play a key role in analyzing business results and tracking key financial targets. As you move...SuggestedTemporary workRemote workNight shift
$138.94k
Private Wealth Management Advisor At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound...Full timeFlexible hours- ...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...Full timeFlexible hours
- ...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...Remote jobHourly payPart timeFlexible hoursShift work
Hippocratic
Westlake Village, CAa month ago - ...sessions, or firm events, both within the local area and outside the state. Registered Paraplanner (RP) designation preferred CFP coursework completed or in progress preferred Your responsibilities as the Licensed Paraplanner will include: Develop and maintain...Work at officeLocal areaFlexible hours
Insperity
Georgia15 days ago - ...EXPERIENCE: Bachelor's degree in finance or related field. Master's degree in business, finance or related area preferred. CFP designation or similar preferred. Four to eight years of experience in financial services. KNOWLEDGE, SKILLS, AND ABILITIES:...
Springs Valley Bank & Trust Company
Jasper, IN7 days ago - ...especially working with high-net-worth clients. Active Series 65 or 66. Clean U-4 and U-5 history. CERTIFIED FINANCIAL PLANNER™ (CFP®) preferred. Knowledge, Skills, and Abilities Bachelor's degree or higher is strongly preferred. Highly motivated and self-...Full timeMonday to Friday
GDS Wealth Management
Flower Mound, TX4 days ago - ...maintain confidentiality and demonstrate personal integrity. • Bachelor's degree in finance or a related field is preferred. • Progress toward additional certifications such as CFP is advantageous. • Experience with financial planning software tools is highly desirable.Local area
Robert Half
Minneapolis, MN3 days ago $250k
...regulatory compliance and licensing requirements for all client-facing activities Qualifications: ~ Bachelor's degree required; CFP® designation mandatory ~ Must have been actively FINRA-registered for a minimum of 5 years (with current or recent registrations visible...Permanent employmentFull timeContract workStrategic Employment
San Francisco, CA5 days ago- ...the heart of everything we do. The Wealth Advisor Position: This role is perfect for an early-career Certified Financial Planner™ (CFP®) who has some experience in the industry but is looking for the right long-term place to grow their career. As a Wealth Advisor at...Work at office
ARQ Wealth Advisors, LLC
Scottsdale, AZ4 days ago - ...teams and external professionals such as attorneys, CPAs, and Medicare brokers. Qualifications ~ Bachelor’s degree required ; CFP® certification or equivalent (ChFC® or Master’s in Financial Planning). ~ FINRA Series 7 and relevant state insurance licenses....Full timeTemporary workRelocation packageFlexible hours
Brophy Wealth Management, LLC
Bedford, NH6 days ago - ...providing regular performance reports to clients. Required Qualifications & Skills Licensing Series 65 or 66 Certifications CFP® (Certified Financial Planner) or ChFC . preferred Soft Skills High emotional intelligence (EQ), persuasive communication,...
RetyrOne LLC
Lees Summit, MO8 days ago $120k
...Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Lead Advisor with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company...Full timeMission Wealth Management LP
Columbus, OH9 days ago- ...on annuities, life insurance, and long-term care planning. ✅ Licensing: Active Life & Health Insurance License (Series 65 or CFP® is a plus but not required). ✅ Client-First Mentality: A fiduciary mindset , prioritizing long-term client relationships over...Temporary work
Strategies For Wealth Management Ll
Shelton, CT10 days ago $250k
...Management, or related field Other: Financial services experience Series 65 or equivalent Certified Financial Planner (CFP) is required Advanced degrees or designations such as CPA or JD preferred Work Environment/Hours/Travel: Monday through Friday...Work at officeMonday to FridayAfternoon shiftCX Institutional LLC
Minneapolis, MN11 days ago$92.5k - $150k
...registrations required: Preferred FINRA licenses Series 7 and 66. Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by...SEIA, LLC / Bates Wealth Advisors, LLC
Chapel Hill, NC12 days ago
