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- ...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, AZ10 days ago - ...Servicing & 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 to...SuggestedFull timeWork at office
- ...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 manage...SuggestedLocal areaFlexible hours
$3,000 per month
Kaplan, Inc. is looking for Adjunct Faculty to teach Professional Designations courses. Instructors will deliver educational content while advocating for students and providing exceptional classroom experiences. A terminal degree with relevant graduate hours and significant...SuggestedRemote jobPart 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...SuggestedRemote jobHourly payFor contractorsWork experience placement10 hours per week
- ...have several years of client-facing experience in financial planning with a strong understanding of budgeting and retirement planning. CFP certification is preferred, ensuring adherence to fiduciary responsibilities and compliance standards. #J-18808-Ljbffr Crossing...SuggestedRemote jobPart time
- ...delivering actionable guidance. The position is part-time and remote, requiring excellent communication and solid experience in client-facing financial planning. CFP certification is preferred, supporting a commitment to high fiduciary standards. #J-18808-Ljbffr Crossing HurdlesSuggestedRemote jobPart time
- ...Job Description Job Description 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...SuggestedFull timeTemporary workWork at office
$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- A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate...SuggestedRemote job
- YO IT Consulting is seeking a Financial Advisor CFA/CFP to apply expertise in financial planning and contribute to training next-generation AI systems. The ideal candidate will have over 3 years of experience providing comprehensive financial advice to mainstream households...SuggestedRemote job
- 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...SuggestedRemote jobTraineeship
- ...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...SuggestedWork from home
$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$80k - $110k
...Mentor and train junior planners as we grow the team. This is a ground-floor leadership opportunity. Who You Are Required ~ CFP® certification (active and in good standing). ~3–5 years of hands-on experience building comprehensive financial plans in a professional...SuggestedRemote jobFull time$100k
...existing client base. You inherit relationships; you don't hunt for them. Health insurance, retirement plan, and paid time off CFP® sponsorship and continuing education support A defined planning process, not a product shelf Full-time, in-office in North Little...Full timeWork at officeLukas Total Wealth
North Little Rock, AR8 days ago$125 per hour
...discipline and precision Proficiency in LinkedIn Recruiter, ATS platforms , and Microsoft Office suite Bachelor's degree ; CFP, Series 65, or other industry credential is a plus but not Why Join Us? Base salary of $125 ,000 – $200 ,000, dependent on...Full timeSummer workInternshipWork at officeFreestone Capital Management
Remote10 hours ago- ...benefit from our new financial products and tools ~ Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar ~ Disability and Life Insurance with employer-paid premiums If you are based in California, we encourage...Full timeWork at officeLocal areaRemote workWork from homeFlexible hours3 days per week
Nerdwallet
United States10 hours ago - ...complying with corporate and regulatory procedures. Requirements: Bachelor’s degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus Basic knowledge of a variety of financial products including; managed portfolios, TAMP solutions, stocks, ETFs, and...Work at officeFlexible hours
Advyzon
Lisle, IL19 days ago $10k
...annually in incentive bonuses based on objective goals for you individually. We greatly value becoming eligible for and passing the CFP® exam. Upon passing, your compensation will increase at an annual rate of $10,000 retroactive to the date of the exam. We also reimburse...Temporary workWork at office- ...personality types, and strong attention to detail. EDUCATION: College degree in Finance, Financial Planning, or related field preferred. CFP® certification (or active progress toward it) strongly preferred; the firm supports continuing education and certification costs....
- ...experience Qualifications Bachelor's degree in Finance, Business, Accounting, Economics, or a related field Certified Financial Planner (CFP®) designation or active CFP candidate status or eligibility Understanding of comprehensive financial planning , including investment,...
- ...investment advisory services to individuals and families. We are growing and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long‑term career in wealth management. The Paraplanner will support Lead Advisors in the delivery of comprehensive...
$90k - $120k
...environment Ability to follow office processes and policies related to office operations & client privacy FPQP and those pursuing the CFP are encouraged to apply Series 65 is a plus but not required We are an Equal Opportunity Employer. #J-18808-Ljbffr The Strategic...Full timeWork at officeMonday to Friday- ...quality. Required Qualifications ~0 - 1 Year Experience ~ Must be 18+ years old ~ Food Handlers certification Issued by an ANAB-CFP accredited food sanitation program within 90 Days or Preferred Qualifications ~ Vocational School Technical Training or...Temporary workRelocation package
- ...client’s unique goals. This role is intentionally structured as a developmental path toward becoming a lead advisor and obtaining the CFP® designation, offering exposure to all facets of holistic financial planning and client service. Top Accountabilities...Work at officeLocal area
- ...experience Qualifications Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field Certified Financial Planner (CFP®) designation or active CFP candidate status or eligibility Understanding of comprehensive financial planning , including investment...Work at office
- ...management, or financial planning Experience using MoneyGuidePro, NaviPlan, or similar software Experience supporting financial advisors CFP coursework or interest in pursuing advanced planning education 401(k) with company match Professional development opportunities...Private practice
- ...with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing, SIE, Series 6, Series 63 CFP® Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-...Work at officeFlexible hours
$61k - $119k
...2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc...
