Certified Financial Planner
2 weeks ago
Location: Wayne, NJ (In-office)
Full-time
About Lumida:
We are a digitally native, independent investment advisor specializing in alternative investments.
At Lumida Wealth, we want to redefine wealth management. Recognized in industry media and trusted for our insights, we integrate tax mitigation and yield strategies to align with each client’s financial goals. Lumida offers a research-driven approach to cross-asset class investing.
The Client Advisor will be the primary point of service on client accounts, also help improve processes to support our growing client base.
Key Responsibilities:
Client Service:
- Conduct comprehensive client reviews, including portfolio and financial plan updates, to ensure alignment with clients’ goals.
- Act as the primary point of contact for assigned accounts, addressing investment-related inquiries and other client needs promptly.
Investment Oversight:
- Provide guidance and explanations regarding investment strategies, asset allocation, and portfolio performance.
- Collaborate with internal investment teams to ensure clients’ portfolios remain consistent with their financial objectives and risk tolerances.
Maintain The Lumida Blog:
- Create compelling content on a myriad of complex financial topics for our blog
- Explain otherwise complex financial ideas in a way that is easy for clients to digest.
- Education and Support:
- Explain complex financial concepts in a way that’s easy for clients to understand.
- Support clients with questions related to retirement planning, tax-efficient strategies, and other aspects of financial planning.
Compliance and Best Practices:
- Ensure all interactions and recommendations adhere to fiduciary standards and regulatory requirements.
Qualifications:
To be successful in this role, candidates must meet the following requirements:
Required:
- Series 65 License (or equivalent).
- Must have a CFP or CFA
Experience:
- 7+ years of experience in financial planning, client advisory, or a related field, working with high-net-worth or ultra-high-net-worth clients.
- Proven expertise in investment strategies, financial planning, tax, and trust & estate (SLATs, GRATs, etc).
Skills:
- Exceptional communication and interpersonal skills with a client-first mindset.
- Strong problem-solving skills and attention to detail.
- Ability to work independently while collaborating effectively with a team.
What We Offer:
- A competitive compensation package, including salary and potential bonuses.
- Opportunities for professional development and ongoing education.
- A collaborative, client-focused culture with a commitment to work-life balance.
If you’re a leader who thrives in a fast-paced, client-focused environment and has a passion for wealth management, we’d love to hear from you.
Apply now to join Lumida and help us redefine wealth management.
-
Financial Planner
1 month ago
Wayne, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Planner
3 weeks ago
Wayne, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Expert
4 days ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeOur OrganizationCreative Financial Staffing is a professional services entity committed to excellence and community partnership.Opportunity OverviewThis role offers a unique blend of professionalism and camaraderie, with a company that values team-building activities outside the office and provides unrivaled work-related perks. We are seeking an exceptional...
-
Sr. Production Planner
3 weeks ago
Wayne, United States VWR International , Inc. Full timeReference #: R-159824 The Opportunity: Avantor is looking for a Sr. Production Planner to plan, schedule and monitor the movement of material through the production cycle. The Planner determines material requirements from engineering and production schedules, coordinates the efficient movement of materials with purchasing, production and engineering, and...
-
Wealth Planner
3 weeks ago
Wayne, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
(CNA) Certified Nursing Assistant
4 weeks ago
Wayne, United States Complete Care Full timeJob DescriptionNOW HIRING: (CNA) Certified Nursing AssistantsComplete Care at Wayne Hills, Wayne, NJJoin Our Team and Enjoy Daily Pay This Holiday Season!Looking to start a new job with extra flexibility during the holiday season? We’re excited to offer Daily Pay as part of our benefits package! You work hard, and now you can access your earnings whenever...
-
(CNA) Certified Nursing Assistant
2 months ago
Wayne, United States Complete Care Full timeJob DescriptionNOW HIRING: (CNA) Certified Nursing AssistantsComplete Care at Wayne Hills, Wayne, NJJoin Our Team and Enjoy Daily Pay This Holiday Season!Looking to start a new job with extra flexibility during the holiday season? We’re excited to offer Daily Pay as part of our benefits package! You work hard, and now you can access your earnings whenever...
-
Certified Nursing Professional
5 days ago
Wayne, Pennsylvania, United States Genesis HealthCare Full timeJob SummaryWe are seeking a highly skilled Certified Nursing Professional to join our team. As a Registered Nurse, you will provide exceptional patient care and have the opportunity to work with a diverse range of patients with complex diagnoses.Company OverviewOur company, Genesis HealthCare, is committed to delivering high-quality healthcare and everyday...
-
Surgical Team Member
6 days ago
Wayne, Michigan, United States Corewell Health Full timeJob OverviewWe are seeking a highly skilled Surgical Team Member - Certified Assistant to join our team at Corewell Health. This is an exciting opportunity for an individual with a strong passion for delivering exceptional patient care.About the RoleThe Surgical Team Member - Certified Assistant will work closely with our surgical team to provide top-notch...
-
fort wayne, United States Creative Financial Staffing Full timep>ob Summary:We are seeking a skilled and reliable IT System Administrator to manage and maintain our organization's IT infrastructure. The ideal candidate will be responsible for installing, configuring, and supporting network systems, servers, and software applications. You will ensure the reliability, security, and efficiency of our systems, troubleshoot...
-
fort wayne, United States Creative Financial Staffing Full timeMedical Coding Specialist - FULLY ONSIGHT, NO REMOTEJob Description of the Medical Coding Specialist: We are seeking a detail-oriented and experienced Coding Specialist with extensive knowledge of Medicare and Medicaid coding procedures to join our team. As a Coding Specialist, you will play a crucial role in ensuring accurate and timely billing for our...
-
fort wayne, United States Creative Financial Staffing Full timeMedical Coding Specialist - FULLY ONSIGHT, NO REMOTEJob Description of the Medical Coding Specialist: We are seeking a detail-oriented and experienced Coding Specialist with extensive knowledge of Medicare and Medicaid coding procedures to join our team. As a Coding Specialist, you will play a crucial role in ensuring accurate and timely billing for our...
-
Fort Wayne, United States Creative Financial Staffing Full timeMedical Coding Specialist - FULLY ONSIGHT, NO REMOTEJob Description of the Medical Coding Specialist: We are seeking a detail-oriented and experienced Coding Specialist with extensive knowledge of Medicare and Medicaid coding procedures to join our team. As a Coding Specialist, you will play a crucial role in ensuring accurate and timely billing for our...
-
Certified Surgical Assistant
4 months ago
Wayne, United States Corewell Health Full timeCorewell Health is offering up to $10,000 as a sign on bonus for this opportunity!About Wayne Hospital Recognized by the US News & World Report as a high-performing facility in congestive heart failure, chronic obstructive pulmonary disease, kidney failure, and maternal services. It has been serving the community since 1957 and has a long-standing...
-
Medical Coding Consultant
2 days ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeAt Creative Financial Staffing, we are seeking a skilled Medical Coding Specialist to join our team.About the OpportunityWe offer a competitive salary of $65,000 - $85,000 per year, commensurate with experience.This role is perfect for individuals with a strong background in medical coding and a passion for accuracy. As a Medical Coding Specialist, you will...
-
Certified Nursing Assistant
2 months ago
Wayne, United States Genesis Healthcare LLC Full timeGenesis Healthcare is a holding company with subsidiaries that on a combined basis, comprise one of the nation's largest post-acute care providers, with skilled nursing centers and senior living communities in many states. Working here provides an opportunity to be part of a culture guided by employee growth and development, strong values, and a commitment...
-
fort wayne, United States Creative Financial Staffing Full timeob Summary:We are seeking a skilled and reliable IT System Administrator to manage and maintain our organization's IT infrastructure. The ideal candidate will be responsible for installing, configuring, and supporting network systems, servers, and software applications. You will ensure the reliability, security, and efficiency of our systems, troubleshoot...
-
Fort Wayne, United States Creative Financial Staffing Full timeob Summary:We are seeking a skilled and reliable IT System Administrator to manage and maintain our organization's IT infrastructure. The ideal candidate will be responsible for installing, configuring, and supporting network systems, servers, and software applications. You will ensure the reliability, security, and efficiency of our systems, troubleshoot...
-
Certified Nursing Assistant
2 months ago
Wayne, United States Genesis HealthCare Full timeGenesis Healthcare is a holding company with subsidiaries that on a combined basis, comprise one of the nation's largest post-acute care providers, with skilled nursing centers and senior living communities in many states. Working here provides an opportunity to be part of a culture guided by employee growth and development, strong values, and a...
-
Certified Nursing Assistant
2 months ago
Wayne, United States Genesis Healthcare Full timeGenesis Healthcare is a holding company with subsidiaries that on a combined basis, comprise one of the nation's largest post-acute care providers, with skilled nursing centers and senior living communities in many states.Working here provides an opportunity to be part of a culture guided by employee growth and development, strong values, and a commitment to...
