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- ...client data, build comprehensive financial plans, and collaborate with investments, tax, estate planning, and insurance specialists. A CFP background and familiarity with planning software are preferred; strong attention to detail and communication are essential. #J-1880...Suggested
- ...a senior Wealth Advisor to take over key high-net-worth client relationships and manage the main relationship for client accounts. A CFP certification is preferred, with capability to assist in financial planning and make tailored recommendations. The role requires proven...Suggested
- .... The role emphasizes planning software proficiency (MoneyGuideElite, eMoney), attention to detail, and collaboration with advisors. CFP certification or pursuit, plus 3-10 years in finance, are valued, with opportunities for training and growth. #J-18808-Ljbffr Kestra...Suggested
- ...counseling, group briefings, and referrals, with a focus on budgeting and lifecycle financial planning. The role requires a Bachelor’s degree, 3+ years of experience, U.S. citizenship, fluent English, and relevant AFC/CFP/ChFC certifications. #J-18808-Ljbffr Magellan FederalSuggested
- ...focuses on evaluating client assets, investment planning, and financial strategies, while you develop skills in tax, budgeting, and reporting. Must be pursuing a finance/economics/accounting bachelor’s, with a 3.0+ GPA and CFP-track option. #J-18808-Ljbffr Plante MoranSuggestedInternship
- Kestra Financial seeks a Planning Analyst to support our Planning Group, delivering insourced financial planning for thousands of advisors with MoneyGuideElite or eMoney. You will gather data, build plans, present findings to Advisors, and contribute to intellectual capital...Suggested
$140k - $170k
Location Palo Alto, CA 94301 Position Title Senior Financial Planner (CFP®) - Private Banking Location Palo Alto, CA 94301 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring...SuggestedWork at officeLocal areaDay shift- ...planning startup based in Phoenix, Arizona, is seeking a Financial Coach to provide tailored financial advice. Candidates must have a CFP® certification and should be comfortable in a startup environment. The position offers opportunities for career growth, potential...Suggested
$100k - $250k
...onboarding new clients, servicing existing ones, and integrating multidisciplinary advice. Qualifications include a four-year degree, CFP designation, and 7+ years of relevant experience. The role offers a competitive salary of $100,000 to $250,000 along with fully paid...Suggested- ...This entry-level role builds technical expertise and client-facing skills with a long-term path toward becoming a Lead Advisor. Candidates should have a Bachelor’s degree in Finance, Economics, or related field and pursue CFP designation. #J-18808-Ljbffr AllworthfinancialSuggested
- ...seeking a full-time Relationship Manager to support advisors and clients, handle complex planning, and participate in client meetings. CFP designation is a must; not a remote position. The role emphasizes hands-on planning, collaboration with a team, and growth...SuggestedFull time
- Vanguard’s College to Corporate Advice Internship Program is an immersive, hands-on experience for high-potential undergrads pursuing CFP certification and a career at Vanguard. In Summer 2027, interns develop expertise in the personal financial planning process, observe...SuggestedFull timeInternshipSummer internship
- Key Investment Services LLC (KIS) in partnership with KeyCorp invites motivated students to join a structured 10.5-week internship in the wealth management space in Pottstown, PA. You will support private client advisors, gain hands-on experience in financial planning, ...SuggestedInternship
$62k - $72k
...advising service members and their families about financial planning in a supportive, non-sales environment. Candidates should have CFP-level credentials or relevant financial experience. The role is full-time with a competitive salary range of $62,000 to $72,000. #J-1...SuggestedFull time- Bankers Life, a respected brand in financial services, is seeking ambitious individuals to join our team as Financial Professionals. You will build a client base by growing relationships, use our training and mentoring to develop skills, and access a broad product portfolio...SuggestedTraineeship
- ...collaborate with investments, tax, and estate teams, and support wealth management initiatives. The role requires a bachelor’s degree (CFP coursework desired), 1 year of experience preferred, and proficiency with eMoney, Morningstar, Excel, and CRM. #J-18808-Ljbffr...
- ...: Financial Advisor with CFP needed for 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 5+yrs of experience in Financial Services...Full timeFlexible hours
- Flagstar Bank's Private Bank seeks a Senior Financial Planner (CFP®) to lead delivery of comprehensive, goals-based financial planning for high-net-worth clients in Palo Alto. You will partner with bankers and advisors to translate client goals into actionable planning...
$100k - $250k
...to growing a practice while providing high-quality advice and service to clients. The ideal candidate will have a four-year degree, CFP designation, and at least 7 years in financial planning. This role entails onboarding clients and assisting in the implementation of...- My Financial Coach is building a team in Phoenix to support CFPs and tax professionals. This contractor role leads toward a full-time future with opportunities for advancement. The work focuses on preparing and reviewing tax returns from 1040s to K-1s while coordinating...Full timeFor contractorsWork at office
- ...planning, and operations while maintaining regulatory compliance. Strong communication and problem-solving skills are essential, with CFP certification or on-track status and Series 65/66 licenses preferred, plus experience with major planning tools. #J-18808-Ljbffr...
- A fast-growing advisory firm is seeking candidates for a life-changing career in financial advising. Join their structured two-year development program, focusing on real client relationships and financial planning. Ideal candidates excel in communication and problem-solving...Remote jobTraineeship
- A growing financial services firm is seeking a Sr Financial Planning Associate to join their team in Dallas, TX. The ideal candidate should have significant experience in income tax and estate planning, eMoney expertise, and hold relevant licenses. This role involves generating...
- ...holistic wealth planning solutions. You will work with Lead Advisors and a support team to service up to 100 households, while growing business and maintaining impeccable attention to detail. A CFP or CFA designation is required. #J-18808-Ljbffr Mission Wealth Management LpFull time
- ...Financial Advisor (CFA or CFP) is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so...Remote jobHourly payFor contractorsWork experience placement10 hours per week
- ...requires meeting with clients and the Wealth Advisor, entering data into planning software, staying current on tax changes, and pursuing CFP designation. The position emphasizes collaboration with Wealth Advisors to promote comprehensive financial planning. #J-18808-Ljbffr...
- Leah Yosef International in Bellevue seeks a Fully Independent ESG focused Fee-Only Wealth Advisor, CFP, to manage client relationships and deliver comprehensive financial planning and asset management in collaboration with the Founding Partner of the Bellevue Division....
- ...marking - delivering a consistent, high-quality planning experience within a defined system and cadence. This role is best suited for a CFP professional who brings both technical depth and exceptional interpersonal skill - someone who can translate complex financial...Work from home
- ...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...Remote workMonday to Friday
- ...aspirations, and they drive how we interact with clients, employees, other professionals, and the broader community. Wealth Advisor, CFP® Professional – Position Summary We are seeking a passionate Wealth Advisor to join our growing team. In this role, you will...Local areaFlexible hours