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- ...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
$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$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...SuggestedFull timeSummer workInternshipWork at office- ...independently. ~ Interest in financial services, wealth management, or related fields is a bonus. ~ SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred. Benefits ~ Health & Wellness : 100% employer-covered medical insurance for employees (75%...SuggestedFull timeWork at officeRelocationMonday to Friday
$33.65 - $52.88 per hour
...pay in accordance with California law. ~ Compensation will depend on relevant experience, qualifications, and progress toward the CFP® designation. ~ Quarterly bonus program. ~ Cash fringe benefit. ~ Medical and other comprehensive benefits. ~ Short-term disability...SuggestedHourly payFull timeTemporary workWork at officeLocal areaRemote work$100k - $150k
...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...SuggestedFull timeLocal areaRemote workWork from homeFlexible hours$65k - $70k
...continued professional growth and encourages employees to pursue advanced industry designations, including the Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®). The annualized base pay range for this role is expected to be between $65,000-$70...SuggestedFull timeWork at officeLocal area$81.75k - $139.19k
...Financial Services Industry ~ Series 7 and 66 required within 6 months of hire ~ Insurance license required within 6 months of hire ~ CFP designation (or equivalent) process began within 6 months of hire ~ Bachelor's degree in business, Finance, Accounting or Law...SuggestedFull timeWork at officeHome officeFlexible hoursNight shift3 days per week$83.22k - $97.9k
...0 years of continuous, full-time regular employment, employees in good standing are permitted for a three-month sabbatical with pay. CFP also offers many opportunities for continued learning, training, and development. This position will remain open until the needs are...SuggestedFull timeContract workWork experience placementWork at officeLocal areaMonday to Friday- ...(Regulated Activities; Types 1 & 4) Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines CFP, CFA or equivalent qualifications will be an advantage Fulfillment of requirements under the Enhanced Competency Framework preferred...SuggestedFull time
$80k - $100k
...investments, and long-term spending. YouTube is the media engine behind Peak Financial Planning. Led by founder and CEO Eric Amzalag, CFP®, RICP®, our educational content reaches hundreds of thousands of viewers and generates millions of dollars of investment into the...SuggestedRemote jobFull time$80 per hour
...product and suitability judgment from investment advice and formal tax or legal advice Bonus Qualifications ~ CLU, ChFC, FLMI, CFP, or comparable designation ~ Active or previously held life and health producer license, or securities registration ~ Medical...SuggestedContract workWork at officeImmediate start- ...and familiarity with vendor base for Optical Products is desired. Strong skills in developing Fiber Optic modules such as SFP+/XFP/CFP/QSFP. Perform optical and electrical characterization and qualification of high-speed pluggable optical transceivers and copper...SuggestedRemote jobLocal area
$90k - $120k
...0 - $120,000 based on experience and credentials ~401(k) after 1 year ~ Mentorship and learning opportunities ~ Firm-sponsored CFP prep-course and testing ~ Great working environment with professional growth opportunities. Primary Duties: Financial planning...SuggestedRemote jobFull timeWork from home- ...changes and regulatory adjustments Requirements At least two (2) years of financial industry/coaching experience AFC®, CFP®, or other professional designation Excellent organizational and communication skills Ability to work under minimal supervision...SuggestedRemote jobContract workPart timeFor contractorsFlexible hours
- ...(Regulated Activities; Types 1 & 4) Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines CFP, CFA or equivalent qualifications will be an advantage Fulfillment of requirements under the Enhanced Competency Framework preferred...Full timeOverseas
- ...to pass the IIQE Paper 2 within three months after the commencement of service.]6. Preferably a registered CI – CRWP (ECF-RWM). 7. CFP and CFA designation would be an advantage. 8. Possesses excellent listening, verbal and written communication skills, an inquisitive...Full timeBank staff
$150k - $250k
...relationships into increased revenue Preferred Qualifications: Life insurance license FINRA securities registration CLU, ChFC, and CFP certifications Compensation range between 150k-250k depending on activity and production ramp. What AmeriLife Offers A...Permanent employmentFull timeWork at officeLocal areaRemote work$65k - $108.3k
...Life, Health, and Variable licenses required -within 180 days from the start date. ~ Professional designations such as CLU, ChFC, CFP, CLTC, LUTCF are a plus. Preferred Qualifications: Strong understanding of market dynamics and customer needs. Excellent communication...Full timeTemporary workLocal areaRemote workFlexible hours$96k - $180k
...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 hours$60k - $100k
...Bachelor's degree in Business, Finance, Economics, or a related field. Valuable Additions: QKA, QKC, CRPS, AIF®, CPFA®, CFP®, ChFC®, or similar industry designation. Experience conducting fiduciary review meetings and investment committee presentations...Full timeTemporary workWork at officeLocal areaRemote work$100k - $140k
...Your Experience: ~4+ years of direct client advising experience ~ Undergraduate degree and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required ~ High level of technical expertise in estate planning, tax, retirement, insurance, investment, and cash flow...Full timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours$94.39k - $127.7k
...~ Outgoing, positive, and energetic. ~ Empathetic. ~ Strong organization skills. Preferred: ~ Advanced Designation (CFP® or ChFC, or CLU) is desired. ~ Salesforce experience ~ Money Guide Pro (or other planning tool) experience ~ Experience...Hourly payFull timeLocal areaRemote workFlexible hours$72.05k - $120.18k
...on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization). Series 65 license highly desired. A CFP ® , CFA ® , CPA or similar designation is strongly preferred, or working toward one. Experience with process automation or operational...Full timeWork experience placementWork at office$62.5k - $131.5k
...work convert to real-time income, this role is perfect for you. What you'll be doing: ~Navigate complex sales cycles to expand CFP business inside existing accounts focused on the records department selling Accident Report Distribution and Bulk Accident Fulfillment...Local areaImmediate start$80k - $97.5k
...that clients understand; effectively handles emotional conversations and deescalate when needed ~ Series 65 or 66 license required; CFP or CRPC preferred ~4-year college degree required; financial and/or business background preferred ~ Completion/certifications...Full time$160k - $294k
...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 hoursShift work$60k - $70k
...diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus Work...Hourly payFull timeLocal areaImmediate startRemote workRelocation$305k - $425k
...degree in Business, Finance, Economics, or a related field, or equivalent professional experience ~ Advanced professional designation (CFP®, CPA, MBA, CEPA®, or similar) ~10+ years of wealth management experience, including at least 5 years of business development,...Full timeTemporary workWork at officeFlexible hours$225k - $250k
...~ Proven time management and organizational skills in high volume, high energy environments ~ FINRA Series 65 or 66 required ~ CFP designation preferred #LI-TO1 #LI-REMOTE Comprehensive Benefits Offerings Our benefits aim to balance four key elements that...Full timeTemporary workLocal areaRemote workFlexible hours