Current jobs related to Financial Planning Specialist - St Petersburg - RFG Advisory

  • Financial Planning Specialist

    4 weeks ago

    St. Petersburg, United States Creative Financial Staffing Full time

    About the Company:Creative Financial Staffing is seeking a talented Financial Analyst to join their team. This position will report directly to the Director of Accounting.About the Opportunity:This company is a growing PE company headquartered in St Petersburg, with over 20 years of steady growth. They boast a collaborative team, great benefits, and PTO, and...

  • Financial Planning Consultant

    1 month ago

    St Louis, Missouri, United States Stifel Financial Full time

    Financial Planning Specialist RoleThe Financial Planning Specialist plays a crucial role in supporting Financial Advisors in creating comprehensive financial plans for clients and prospects. This position involves gathering relevant data, preparing, and explaining financial plans to ensure clients' financial goals are met.Key Responsibilities:Collaborate...

  • Financial Planning Assistant

    7 days ago

    Saint Petersburg, United States Elevate Financial Planning and Wealth Management Full time

    Job OverviewElevate Financial Planning and Wealth Management is seeking a highly organized and detail-oriented Financial Advising Assistant to join our team. This role will provide an in-depth look at the Financial Advising industry while getting the opportunity to shadow a successful mentor.Key Responsibilities:Assist financial advisors with preparing and...

  • Financial Planning Specialist

    1 week ago

    St Louis, Missouri, United States W3Global Inc Full time

    Job OverviewW3Global Inc is seeking a skilled Financial Planning Specialist to provide financial planning, retirement planning, and investment advice to clients. The ideal candidate will have a strong analytical mindset and excellent communication skills.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clientsProvide retirement...

  • Financial Advisor

    2 months ago

    St Petersburg, United States Fisher Investments Full time

    Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

  • Financial Planning Associate

    1 month ago

    St Petersburg, United States RFG Advisory Full time

    About RFG AdvisoryRFG Advisory is a Registered Investment Advisor dedicated to providing comprehensive financial planning services to individuals and families. Our team of experts is committed to helping clients achieve their financial goals through a client-centered approach.Job SummaryWe are seeking a highly motivated and experienced Financial Planning...

  • Financial Planning Associate

    1 month ago

    St Petersburg, United States RFG Advisory Full time

    {"title": "Financial Planning Associate", "description": "Job SummaryRFG Advisory is seeking a highly motivated and analytical professional to join our team as a Financial Planning Associate. This role will support our rapidly growing practice by providing holistic financial planning for our clients.Key ResponsibilitiesDevelop and implement comprehensive...

  • Financial Operations Specialist

    4 weeks ago

    St. Petersburg, United States Creative Financial Staffing Full time

    Exciting Opportunity: Junior AccountantEmbark on your career journey with a reputable company in the vibrant Tampa Bay area, renowned in the consumer services industry. Our commitment to quality and customer satisfaction sets us apart, offering a competitive salary and benefits package to our valued team. As a Junior Accountant, you'll be at the forefront of...

  • Financial Operations Specialist

    1 month ago

    St. Petersburg, United States Creative Financial Staffing Full time

    {"h1": "Exciting Opportunity: Junior Accountant", "p": "Embark on your career journey with a reputable company in the vibrant Tampa Bay area, renowned in the consumer services industry. Our commitment to quality and customer satisfaction sets us apart, offering a competitive salary and benefits package to our valued team. As a Junior Accountant, you'll be at...

  • Financial Planning Specialist

    2 days ago

    St Louis, Missouri, United States Rezilient Health Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at Rezilient Health. As a key member of our finance and accounting team, you will be responsible for developing detailed budgets, analyzing business performance, and providing financial analysis to support strategic initiatives and business planning.Key...

  • Financial Analyst

    1 month ago

    St. Petersburg, United States Creative Financial Staffing Full time

    Financial AnalystOur client is seeking a Financial Analyst to join their team. This position will report directly to the Director of Accounting. About the company and opportunity: This company is a growing PE company headquartered right here in St Petersburg! This company has been around for 20+ years and continues to show steady growth This company boasts...

  • Estate Planning Specialist

    4 weeks ago

    St. Petersburg, United States Fisher Investments Full time

    The OpportunityWe are seeking a skilled Estate Planning Specialist to join our team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our high-net-worth clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.You will work directly with our clients to...

  • Wealth Planning Specialist

    4 weeks ago

    St. Petersburg, United States Fisher Investments Full time

    Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

  • Senior Financial Planning Analyst

    1 week ago

    St. Petersburg, United States Creative Financial Staffing Full time

    pbFinancialPlanningandAnalysisRole/b/ppCreativeFinancialStaffingisseekingaskilledFinancialPlanningandAnalysisprofessionaltodrivethefinancialplanningofthecompanybyanalyzingitsperformanceandrisks./ppbAboutthePosition/b/pulliTheFinancialPlanningandAnalysisSpecialistwillworkwiththeDirectorofAccounting&SrFinancialAnalysttoprepareandmaintainannualcompanyanddivisio...

  • Vice President of Financial Crimes Analytics

    4 weeks ago

    St Petersburg, United States Raymond James Financial Services Full time

    Job SummaryRaymond James Financial Services is seeking a highly skilled and experienced professional to fill the role of Vice President of Financial Crimes Analytics. This position will be responsible for supporting the development, optimization, and ongoing maintenance of the company's Financial Crimes Management (FCM) models, data visualizations, and data...

  • Financial Planning and Analysis Manager

    4 weeks ago

    St Petersburg, United States Power Design Full time

    About the PositionLocated at our headquarters in St. Petersburg, Florida, you'll experience a new-age company culture mixed with 30+ years of strong industry reputation and a fast-paced environment that inspires. As the Manager of Financial Planning and Analysis, you will oversee a team that partners with business leaders to provide reporting and analysis...

  • Financial Planning and Analysis Manager

    4 days ago

    St. Petersburg, United States Power Design Full time

    About the PositionLocated at our headquarters, you'll experience a new-age company culture mixed with 30+ years of strong industry reputation and a fast-paced environment that inspires.Job SummaryThe Manager of Financial Planning and Analysis oversees a team that partners with business leaders to provide reporting and analysis services to the company,...

  • Trust and Estate Planning Specialist

    3 weeks ago

    St. Petersburg, United States Interlink Talent Solutions Full time

    Trust and Estate Planning SpecialistWe are seeking a highly skilled and experienced Trust and Estate Planning Specialist to join our team at Interlink Talent Solutions in St Petersburg.This role offers an exciting opportunity for a seasoned professional to lead and expand their Wealth Strategies practice.The ideal candidate will bring deep expertise in trust...

  • AP Specialist

    2 days ago

    St. Petersburg, United States Creative Financial Staffing Full time

    AP SpecialistSt. Petersburg, FL Company Overview: Join a long-standing industry leading company as an Accounts Payable Specialist. Headquartered in St. Petersburg, FL, this company offers a stable place to call your work home. The company boasts multiple locations and expert service for their clients, providing an excellent opportunity for someone looking to...

  • Financial Operations Specialist

    4 weeks ago

    St. Petersburg, United States Jobot Full time

    Job Title: Financial Operations SpecialistJobot is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our Managed Services team, you will support our global clients with their investment operations processes, specifically reconciliation and data aggregation.Responsibilities:Perform daily reconciliation of accounts...

Financial Planning Specialist

2 months ago

St Petersburg, United States RFG Advisory Full time

Job Type:

Full-time

Position Overview:

RFG Advisory's partner, AimWell Financial, is in search of a motivated, detail-oriented, and analytical individual to enhance our growing practice. We are looking for a Financial Planning Associate to assist in delivering comprehensive financial strategies to our clients.

The ideal candidate is enthusiastic about working in a dynamic office setting and is eager to develop their skills within a financial services team. This position demands a proactive attitude, exceptional communication abilities, meticulous attention to detail, and strong organizational capabilities.

Role Responsibilities:

  • Collaborate with a diverse team to create and implement holistic financial planning solutions for clients.
  • Foster and maintain client relationships while also engaging with potential clients.
  • Prepare detailed financial analyses addressing various wealth management concerns, including retirement, investments, estate planning, tax strategies, debt management, and insurance.
  • Generate comprehensive financial reports and presentations for clients and prospects.
  • Support the Founder in managing the existing client portfolio, including conducting meetings and portfolio evaluations.
  • Ensure accurate client records are maintained in Salesforce and manage portfolio data effectively.
  • Assist the Lead Advisor in business development through prospecting and nurturing future client leads.
  • Participate in client meetings, document discussions, and follow up on action items.
  • Deliver investment recommendations based on the advisor's guidance.
  • Conduct client communications via phone and meetings as necessary.
  • Ensure financial modeling aligns with actual investment strategies.
  • Analyze client data to uncover planning opportunities.
  • Engage in continuous professional development to enhance skills and knowledge.
  • Perform additional duties as assigned.
Expectations:
  • Effectively prioritize and manage tasks to ensure quality and efficiency, adapting to changing priorities as needed.
  • Maintain compliance with audit standards in all personal work.
  • Provide exceptional client service in a professional and caring manner.
  • Communicate clearly and effectively with clients, prospects, and team members.
  • Build strong relationships and collaborate with diverse personalities.
Qualifications:
  • Minimum of 3-5 years of experience in Financial Planning.
  • CFP or CPA designation is required.
  • Proficient in Microsoft Office Suite, especially Outlook and Excel.
  • Familiarity with CRM and financial planning tools such as Salesforce, Orion, Hidden Levers, DocuSign, and eMoney.
  • Experience with Schwab and Fidelity is preferred.
Benefits:
  • Comprehensive benefits package including health, dental, and vision insurance.
  • Retirement plan options.
  • Disability coverage.
  • Generous paid time off, company holidays, and charitable work days.
  • Opportunities for performance coaching and ongoing education.
  • Provision of necessary equipment for remote work.