Financial Planner
Found in: beBee S US - 2 weeks ago
We are seeking an experienced, knowledgeable financial planner to join our growing advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals and develop comprehensive financial plans to help them achieve those goals.
Responsibilities:
- Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc.
- Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of action
- Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other components
- Implement financial plans by recommending specific investment vehicles, insurance policies, etc.
- Monitor clients' accounts and plans, recommending any necessary changes and ensuring continued progress toward goals
- Stay current on financial planning regulations, legislation, and tax law changes
Requirements:
- Bachelor's degree in finance, accounting, business, economics or related field
- 3+ years experience in financial planning or analysis role
- CFP (Certified Financial Planner) designation preferred
- Series 65 license or ability to attain
- Excellent analytical, communication, and relationship-building skills
- High attention to detail with ability to explain complex financial concepts simply
We offer a competitive salary and benefits package along with opportunities for career advancement. As part of our collaborative planning team, you will work in a supportive, stimulating environment helping clients achieve financial security. Simply apply or email your resume directly to james.ford@gogpac.com to be considered.
-
Accounting Manager
1 week ago
Miami, United States SPANISH BROADCASTING Full timeJob DescriptionJob DescriptionAbout SBS:As a pioneer in Spanish-language media, SBS has always been at the forefront of the evolution of Hispanic entertainment in the U.S. In this era of technological advancements and media convergence, SBS is poised to capitalize on its vast array of proprietary content across multiple platforms. Our unwavering commitment...
-
Financial Consultant
5 days ago
Newport Beach, United States Capstone Partners Financial and Insurance Services (LA) Full time**Compensation**: $110,000 - $165,000 at plan yearly **Responsibilities**: - Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products - Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations - Seek, identify,...
-
Financial Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Miami, United States Equitable Advisors Full timeEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...
-
Financial Advisor
2 weeks ago
Miami, United States Equitable Advisors Full timeEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...
-
Merrill Experienced Financial Advisor
Found in: Talent US C2 - 1 week ago
Miami, United States Bank of America Full timeDescription : If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can...
-
Merrill Financial Solutions Advisor
Found in: beBee jobs US - 1 week ago
Palm Beach Gardens, Florida, United States Bank of America Full timeJob Description:At Bank of America, we re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We re looking for the next generation of financial...
-
Market Director
7 hours ago
Newport Beach, United States Capstone Partners Financial and Insurance Services Full timeThe Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm. This individual will support executive leadership and producers as they set production goals, increase professional development, and work to achieve success. Duties Include:Assist...
-
Merrill Financial Solutions Advisor
2 weeks ago
Newport Beach, United States Disability Solutions Full timeJob Description:At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial...
-
Property Admin
1 week ago
Miami, United States OKO GROUP LLC Full timeJob DescriptionJob DescriptionCompany:OKO Group is an international real estate development firm established by Chairman and CEO, Vlad Doronin. OKO Group builds on the formidable expertise of Mr. Doronin- a successful and respected international developer, with a track record of more than 75 million square feet of world- class commercial real estate and...
-
Regional Insurance Strategist
Found in: Appcast Linkedin GBL C2 - 1 week ago
Miami, United States Crump Life Insurance Services Full timeJob Description SummaryBe responsible for selling life insurance through a consultative planning process in an exclusive relationship with the Wealth and commercial banking divisions of a large regional bank. This life insurance platform is wholly owned by the bank. Position will be remote but must reside in the Des Moine area. Active FINRA registration is a...
-
Senior Investment Advisor
2 days ago
Daytona Beach, United States Compass Asset Management LLC Full timeCompany Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering...
-
Senior Investment Advisor
1 week ago
Daytona Beach, United States CareerBuilder Full timeCompany Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering...
-
Wealth Management Associate
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Miami, United States Equitable Advisors Full timeEquitable Advisors- Retirement Benefits Group Job DescriptionEquitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits...
-
Senior Investment Advisor
5 days ago
Daytona Beach, United States Compass Asset Management LLC Full timeCompany Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering...
-
Engineering Supervisor
Found in: Resume Library US A2 - 1 week ago
Miami Beach, Florida, United States the goodtime hotel Full timeCompensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and...
-
Long Beach, United States GENWEALTH 360 Full timeAre you a highly skilled tax professional with a passion for strategic financial solutions and a keen eye for detail? If you're ready to be part of a dynamic team making a meaningful impact in the lives of high-earning professionals, this is your opportunity. Company Overview: At Genwealth 360, we redefine financial planning by integrating tax planning as...
-
Engineering Supervisor
2 days ago
Miami, United States YVE Hotel Miami Full timeCompensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...
-
Project Manager
1 week ago
Miami, United States Blueprint Creative Group Full timeJob DescriptionJob DescriptionJob Type: Contractor part-timeSalary is commensurate with experience and would be competitive with what the market setsLocation: Remote (DC area - Northern Virginia or Maryland)ROLE Blueprint Creative Group (BP), as strategic planners, address our client’s business objectives using whatever means necessary whether that be...
-
Project Manager
1 week ago
Miami, United States Blueprint Creative Group Full timeJob DescriptionJob DescriptionJob Type: Full timeSalary is commensurate with experience and would be competitive with what the market setsLocation: Remote (DC area - Northern Virginia or Maryland)ROLE Blueprint Creative Group (BP), as strategic planners, address our client’s business objectives using whatever means necessary whether that be business...
-
Long Beach, United States GENWEALTH 360 INC Full timeJob DescriptionJob DescriptionAre you a highly skilled tax professional with a passion for strategic financial solutions and a keen eye for detail? If you're ready to be part of a dynamic team making a meaningful impact in the lives of high-earning professionals, this is your opportunity.Company Overview:At Genwealth 360, we redefine financial planning...