Get new jobs by email
- ...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
- ...directly with the founder to serve high‑net‑worth families, attorneys, business owners, and retirees nationwide. We’re looking for a CFP® professional who is detail‑driven, tech‑curious, and passionate about delivering truly personalized, high‑touch planning. If you...SuggestedFull time
- ...client service, collaborative team culture, and commitment to excellence. We are seeking a driven and detail-oriented Wealth Advisor - CFP to join this dynamic team. The ideal candidate brings a strong foundation in financial planning and investment management, along with...Suggested
- Join to apply for the CFP - Certified Financial Planner role at Campbell & Company, Wealth Advisors & Certified Public Accountants Title: Financial Service Advisor - Licensed Series 65 Functions: Client Servicing & Advisor Support Type: Full Time Salary: Salary + Variable...SuggestedFull timeWork at office
$74.3k - $90k
...and ensure compliance. The ideal candidate will have at least 2 years of relevant experience and hold a Certified Financial Planner (CFP) designation upon hire. Responsibilities include preparing financial plans, assisting advisory teams, and providing guidance on client...Suggested- Position Summary This role is designed for an experienced CFP® professional who wants to focus on deep planning, relationship stewardship, and client outcomes—without prospecting, marketing quotas, or firm management responsibilities. Client Stewardship Serve as Lead...Suggested
- A financial advisory firm in New York is seeking an experienced CFP® professional to serve as a Lead Advisor for 40-50 households. This role focuses on relationship stewardship, client satisfaction, and providing comprehensive financial planning. Candidates should have...Suggested
$3,000 per month
A leading education provider is seeking Adjunct Faculty for Professional Designations to deliver CFP education courses. The role requires a terminal degree, extensive industry experience, and a passion for teaching. Responsibilities include engaging students effectively...SuggestedRemote job- A respected wealth management firm in Dallas is seeking a CFP to join their team. This role offers hands-on mentorship and a clear path for career growth. The ideal candidate will have over 3 years of experience in wealth management, a strong understanding of holistic financial...Suggested
- A Wealth Management Firm in Spring Hill, Florida is seeking a CFP® Financial Advisor to guide clients in their retirement planning and investment decisions. You will work closely with the Principal Financial Advisor, managing client relationships and developing comprehensive...Suggested
- ...Required qualifications include a University Degree, 2+ years of experience in financial planning, and a Certified Financial Planner (CFP) certification. This role promises competitive pay and the opportunity to impact clients’ financial well-being. #J-18808-Ljbffr TIAASuggested
- ...client onboarding, supporting the Financial Advisor, and maintaining compliance documentation. Candidates must have FINRA Series 65 and CFP® credentials, along with strong customer service and communication skills. This full-time position provides opportunities for growth...SuggestedFull timeWork at office
$125k - $150k
...Wealth Planner to join their Fraenkel Group. The ideal candidate will have at least 3 years of experience in financial planning and a CFP designation. Responsibilities include constructing wealth planning analyses, providing administrative support, and conducting...Suggested- A financial advisory firm in the Los Angeles area is seeking a Certified Financial Planner for a hybrid role. The ideal candidate will provide expert financial planning advice in areas such as retirement and estate planning while adhering to a FEE ONLY model. Candidates...Suggested
- A well-established wealth management firm is seeking a driven and detail-oriented Wealth Advisor - CFP to join their dynamic team in Exeter, NH. The ideal candidate will assist Senior Advisors in preparing and presenting financial plans, ensuring clients receive exceptional...Suggested
$95k - $150k
...information, executing exceptional customer service, and continuously seeking new prospects. The ideal candidate possesses a valid CPA or CFP license and strong math and communication skills. This role offers a competitive commission-based compensation ranging from $95,000...- ...Certified Financial Planner to conduct financial assessments and develop strategic plans for high-net-worth clients. Candidates must hold a CFP® or CFA designation and be proficient in financial planning tools. Benefits include health insurance, 401(k) with match, and PTO. The...Full time
- ...and Investments. The ideal candidate has robust teaching experience and an advanced degree, with a preference for candidates holding CFP certifications. This role involves developing course content and actively engaging students through innovative teaching methods. Competitive...
- ...Financial Planner with over 3 years of experience working directly with clients. The ideal candidate will require a Series 65 or 66, and a CFP designation is expected within two years of hiring. Responsibilities include client management, preparing financial planning...
- ...communication. Candidates should have at least 2 years of experience in financial planning and must possess or be near completion of the Certified Financial Planner (CFP) certification. This position offers a competitive salary and a dynamic work environment. #J-18808-Ljbffr TIAA
- A financial services firm in Aurora, IL seeks an Associate Advisor. The role involves working closely with clients to develop financial plans and strategies, participating in meetings, and monitoring client accounts. Applicants should have a Bachelor’s degree in a relevant...
$70k - $90k
A leading financial advisory firm in Dallas is seeking an Associate Advisor to support Financial Advisors in delivering exceptional client service. This role involves preparing financial plans, conducting research, and gaining exposure to Allworth’s operations. Candidates...Work at office- ...a Lead Financial Planner to build deep client relationships and deliver holistic financial planning. The ideal candidate will have a CFP® certification and 4-7 years of experience in the field. This role emphasizes collaboration, client-centered service, and offers opportunities...
$74.3k - $90k
...planning points and assistance via email and phone. Candidates should possess or be nearing completion of the Certified Financial Planner (CFP) certification and have at least 2 years of relevant experience. The role offers a competitive salary range of $74,300 to $90,000 and...- A leading financial services firm in Seattle is seeking passionate individuals to build client relationships and develop personalized financial strategies. Join a workplace culture dedicated to making a positive impact, supported by comprehensive training and development...
- ...client conversations, providing actionable investment strategies, and ensuring seamless transaction implementations. A Bachelor's degree, CFP certification, and FINRA registrations are required, alongside strong communication skills. This position offers benefits such as...Flexible hours
- ...should have a Bachelor's degree in a relevant field and at least 3 years of experience in financial planning, with progress towards CFP® certification. The position offers competitive salary, health benefits, and opportunities for professional growth in a team-oriented...
$53.13k - $85k
A leading healthcare provider in Austin, TX is seeking a Personal Financial Counselor to provide financial services to military members and their families. The ideal candidate should have a bachelor's degree, at least 3 years of financial counseling experience, and must...- ...and managing a client pipeline. Candidates should have a Bachelor’s Degree, at least 3 years of experience in financial planning, and CFP certification. The position offers a hybrid work schedule and comprehensive benefits, including healthcare and 401(k) options. #J-188...
$200k
A financial advisory firm based in New Jersey seeks a Financial Advisor to manage client relationships and provide comprehensive financial planning solutions. The advisor will design and execute wealth management strategies, ensuring alignment with clients' unique goals...Work at office