Financial Planner
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships.
As the Client Relationship Manager, you will be providing financial planning guidance, educating clients on their customized portfolios through phone calls, email, and face-to-face meetings, and explaining the firm's investment philosophy.
Qualifications
- 7+ years of investment industry experience (being the main point of contact for clients is preferred)
- Certified Financial Planner designation is required (ideally, 5+ years experience creating thorough plans)
- 4-year college degree with a preferred emphasis in economics, business, finance, accounting, or similar field
- Excellent interpersonal skills
Responsibilities
- Conducting quarterly portfolio reviews with clients
- Creating financial plans through in-depth discussions using eMoney
- Act as liaison between clients, the investment team, and operations/back-office support
-
Certified Financial Planner
1 week ago
San Antonio, United States Financial Life Advisors Full timeFinancial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well-established and fast-growing, fee-only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full-time) CERTIFIED...
-
Certified Financial Planner
5 days ago
San Antonio, United States Financial Life Advisors Full timeFinancial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well?established and fast-growing, fee?only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full?time) CERTIFIED...
-
Certified Financial Planner
2 weeks ago
San Antonio, United States Financial Life Advisors Full timeFinancial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well‐established and fast-growing, fee‐only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full‐time)...
-
Certified Financial Planner
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
San Antonio, United States Financial Life Advisors Full timeFinancial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well‐established and fast-growing, fee‐only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full‐time)...
-
Financial Planner
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
San Diego, United States AlphaCore Wealth Advisory Full timeAbout AlphaCore Wealth Advisory:AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...
-
Certified Financial Planner
2 weeks ago
San Diego, United States KDS Search Full timeJob DescriptionJob DescriptionThe CompanyA fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based on our clients' specific objectives and needs.We think differently. While traditional allocations to stocks, bonds, and real estate are...
-
Certified Financial Planner
2 weeks ago
San Diego, United States KDS Strategic Search Group Full timeThe CompanyA fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based on our clients’ specific objectives and needs.We think differently. While traditional allocations to stocks, bonds, and real estate are necessary to form a...
-
Certified Financial Planner
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
San Diego, United States KDS Strategic Search Group Full timeThe CompanyA fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based on our clients’ specific objectives and needs.We think differently. While traditional allocations to stocks, bonds, and real estate are necessary to form a...
-
Senior Inventory Planner
3 days ago
San Francisco, United States Creatively Full timeCopy Link Senior Inventory Planner - Women's Location San Francisco Senior Inventory Planner - Women's Description About the Role In this role you will manage the success of multiple categories by meeting sales, gross margin, and inventory productivity goals. You will train and lead your team to develop and drive inventory strategies to maximize omni...
-
Financial Planner Trainee
3 days ago
San Antonio, United States New York Life Full timeCareer Description: New York Life financial planners help clients identify and achieve their financial goals. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of investment products and...
-
Inventory Planner
Found in: Talent US C2 - 6 days ago
San Francisco, United States 400 Athleta, Inc. Full timeAbout the Role In this role you will be a part of the Inventory Management team that brings the financial strategy of our product vision to life by managing the largest financial asset of the company: our product itself. As Merchandise Planner, you will drive the success of one or more product categories by creating a financial roadmap and marrying it...
-
Financial Advisor
1 week ago
San Francisco, United States Hanover Full timeOur San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships. As the Client Relationship Manager, you will be providing financial planning guidance, educating clients on their customized portfolios through phone...
-
Financial Advisor
2 days ago
San Francisco, United States Hanover Full timeOur San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships. As the Client Relationship Manager, you will be providing financial planning guidance, educating clients on their customized portfolios through phone...
-
Financial Advisor
2 weeks ago
San Francisco, United States Hanover Full timeOur San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships. As the Client Relationship Manager, you will be providing financial planning guidance, educating clients on their customized portfolios through phone...
-
Financial Advisor
2 weeks ago
San Diego, United States Priority Financial Group Full timeRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and...
-
Financial Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
San Diego, United States Priority Financial Group Full timeRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and...
-
Category Inventory Planner
1 week ago
San Francisco, United States Solomon Page Full timeOur client, a well-known apparel company, is looking for a Category Inventory Planner to join their team for a 12 month contract in San Francisco. You will be responsible for understanding the timing of product need and aligning the supply capabilities at the PC9/size level. When there is a mis-alignment, the planner must communicate risk, review expedite...
-
Category Inventory Planner
Found in: Appcast US C2 - 1 week ago
San Francisco, United States Solomon Page Full timeOur client, a well-known apparel company, is looking for a Category Inventory Planner to join their team for a 12 month contract in San Francisco. You will be responsible for understanding the timing of product need and aligning the supply capabilities at the PC9/size level. When there is a mis-alignment, the planner must communicate risk, review expedite...
-
Category Inventory Planner
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
San Francisco, United States Solomon Page Full timeOur client, a well-known apparel company, is looking for a Category Inventory Planner to join their team for a 12 month contract in San Francisco. You will be responsible for understanding the timing of product need and aligning the supply capabilities at the PC9/size level. When there is a mis-alignment, the planner must communicate risk, review expedite...
-
Planner, Supply Chain Operations
1 week ago
San Jose, United States Interplace Full timePlanner, Supply Chain Operations (45402-6) Planner, Supply Chain Operations seeking a Planner to work in the Operations department. This position reports to the Operations Manager. The Planner’s primary function includes owning end to end supply chain planning to meet customer service level and cost objectives such as inventory management, freight and...