Financial Planning Specialist

At Smith+Frieberg Financial, we are seeking a highly skilled Financial Planning Specialist to join our team. As an Associate Financial Planner, you will play a vital role in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated annual salary for this position is $80,000-$110,000 depending on...

At Vision Financial Group LLC, we are seeking a highly skilled Tax Planning Specialist to join our team. This role is an exciting opportunity for an individual with a strong background in accounting and tax planning to work with clients to optimize their financial outcomes.The ideal candidate will have a deep understanding of tax laws and regulations, as...

About the RoleAs a Financial Planning Professional at Smith + Frieberg Financial, you will be responsible for developing and implementing tailored financial plans for our clients. This role combines technical expertise with client-facing responsibilities, giving you the opportunity to grow your career while making a direct impact.Key Responsibilities:Conduct...

Job DescriptionVision Financial Group LLC is a leading provider of holistic financial services, seeking an experienced Tax Planning Specialist to join their team.Estimated Salary: $85,000 - $110,000 per yearAbout the RoleThe successful candidate will be responsible for providing expert tax planning advice to clients, ensuring compliance with all relevant...

Smith + Frieberg Financial is looking for a talented Senior Financial Planning Associate to join our team. This role comes with a competitive salary range of $70,000 - $90,000 per year.In this role, you will create comprehensive financial plans, prepare customized proposals, conduct client review meetings, and ensure every interaction is rooted in trust and...

Company Overview:Cetera Financial Group is a leading financial services company seeking an experienced Senior Operations Manager to lead its Fee for Service / Financial Planning operations.Job Description:The Senior Operations Manager will oversee the operational process for Fee for Service / Financial Planning, ensuring seamless execution and high-quality...

About the Opportunity:The Financial Services Specialist will be responsible for supporting the lifecycle of investments, from transaction processing to reporting. This role requires a strong understanding of financial services and investment-related terminology. The ideal candidate will have 2+ years of experience in investment/mutual fund operations or a...

We are seeking an experienced Financial Operations Specialist to join our team at Principal Financial Group. This role offers the opportunity to support the lifecycle of investments, ensuring seamless execution and reporting.About the RoleIn this position, you will have the chance to work with a talented team to process transactions, collaborate with...

About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at Principal Financial Group. In this role, you will be responsible for supporting the lifecycle of investments, ensuring seamless execution and reporting. You will have the opportunity to work independently with minimal guidance, process transactions, and...

About the RoleWe are seeking a highly skilled Financial Services Specialist to join our Iowa Investment Services team. As a key member of our team, you will be responsible for sales and marketing efforts of PMA products and services, including Local Government Investment Pools (ISJIT and IPAIT) and Separately Managed Accounts, for local government clients...

About the RoleWe are seeking a Financial Operations Specialist to join our team at Cetera Financial Group. This role will provide day-to-day operational support to internal and external Broker/Dealer customers.You will learn about our business and develop expertise in Broker/Dealer operations, processing, and service as a stepping stone for acquiring...

About the Position:The Senior Financial Solutions Specialist role at BMO Financial Group offers a unique opportunity to leverage your expertise in financial planning and analysis to deliver exceptional client experiences. As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans, identifying business...

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.We are committed to providing an equal employment opportunity for all applicants and...

About Watercress Financial Group LLCWe are a financial technology lender with a small office work environment, offering an opportunity for the right individual to make a difference.Job Summary:This position is responsible for maintaining our monthly and annual reporting, variance and budget analysis, consolidated chart of accounts, intercompany consolidation...

**Job Title:** Chief Financial Operations Specialist**Location:** Vision Financial Group LLC We are seeking an experienced Assistant Controller to join our team at Vision Financial Group LLC. This is a dynamic, holistic wealth management firm that requires a highly skilled professional to process financials in a complex business structure.The ideal...

As a Financial Services Operations Specialist with Farm Bureau Financial Services, you will partner with Registered Representatives and Investment Advisor Representatives to support their business growth. This role is also a registered principal, overseeing operational and trading activities.The key responsibilities of this position include:Responding to...

OverviewMercer Advisors is a leading wealth management firm dedicated to providing comprehensive financial solutions to clients nationwide.Salary$85,000 - $110,000 per year, depending on experience and qualifications.Job DescriptionThis Senior Financial Planning Professional will play a crucial role in supporting the company's financial planning team by...

Cetera Financial Group is seeking an experienced Operational Leadership Specialist to lead our Fee for Service / Financial Planning team. This role will oversee the operational process and provide guidance to advisors on financial planning requirements.Job DescriptionLiaise with advisors and their staff to understand their Fee For Service/Financial Planning...

Smith+Frieberg Financial is looking for a skilled Certified Financial Advisor to join our team as an Associate Financial Planner. In this role, you will play a vital part in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated salary for this position is $100,000-$130,000 depending on...

Job OverviewWe are seeking a skilled Wealth Management Specialist to join our team at Smith + Frieberg Financial. As a key member of our client-facing team, you will play a vital role in delivering exceptional client service and helping our clients achieve their long-term financial goals.Key Responsibilities:Develop and implement tailored financial plans for...