Senior Financial Planner — Fiduciary Member Guidance

A financial services company in San Francisco is looking for a Senior Financial Planner to focus on helping members optimize their financial situations. You will work directly with members through various communication channels, providing tailored financial recommendations and insights. Candidates should have at least 3 years of relevant experience, hold...

The roleAt SoFi, we offer complimentary access to financial planners to all of our members. As a senior financial planner, you will be a salaried fiduciary focused on helping our members get their money right. This is not a sales-based role and you are not responsible for generating appointments. This role is all about understanding the member's current...

Shape a Brighter Financial Future Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry...

A leading financial services firm is looking for a VP, Senior Relationship Manager in San Diego. This role requires 10+ years of experience in estate planning and wealth management, involving fiduciary expertise and strong relationship management skills. Responsibilities include supporting business development, managing relationships with high-profile...

Duncan Fiduciary Services – Case ManagerDuncan Fiduciary Services, a growing private professional fiduciary practice in Fairfield, CA is seeking a candidate to join our team. Our practice focuses on the administration of trusts, estates, and conservatorships of elderly, mentally ill, and physically disabled clients. We are seeking an individual who enjoys...

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step,...

Join to apply for the Financial Planner role at Define Financial 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Define Financial This role is designed for an experienced Financial Planner who is ready to take the next step toward supporting and eventually leading...

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. About Arta At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives. The future of finance is technologyrelentlessly user-focused,...

Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development...

Shape a Brighter Financial Future Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...