Financial Planner Professional

About the JobWe are looking for a Professional Financial Planner Role candidate who is eager to learn and grow with our organization. As a key member of our team, you will be responsible for developing relationships with clients, gathering client information, and building robust financial plans. Our comprehensive training program will equip you with the...

Job SummaryWe are seeking a highly motivated and analytical individual to join our team as a Financial Planner. This role offers a unique opportunity to develop relationships with clients, gather information to build robust financial plans, and help clients prepare for their retirement.About the Role:Gather client information and use it to create...

About the JobWe are seeking a highly motivated analytical individual to join our team as a Financial Planner.This is a key member of our team, responsible for developing relationships with clients, gathering client information, and building robust financial plans.The ideal candidate will be a self-starter with an entrepreneurial mindset, excellent customer...

ResponsibilitiesDeveloping relationships with clients and gathering information to build financial plansPreparing and reviewing investment portfolio recommendationsHelping clients prepare for retirement and other long-term financial goalsIn this role, you will have the opportunity to make a real difference in people's lives by helping them achieve their...

Job OverviewThis is an entry-level position in our Financial Planning department, offering a unique opportunity to grow and develop your skills.About the Position:The successful candidate will work within a team of Financial Advisors to help clients achieve their financial goals.The Financial Planner will be responsible for developing relationships with...

We are seeking a highly motivated and analytical individual to join our team in the financial services industry.About the RoleThe successful candidate will work within a team of financial advisors, helping clients achieve their financial goals. Key responsibilities include developing relationships with clients, gathering information to build robust financial...

About the RoleWe are seeking a highly motivated and analytical individual to join our team as a Financial Services Career Specialist. This role offers an exciting opportunity to develop relationships with clients, gather client information, and build robust financial plans. As a key member of our team, you will work closely with experienced professionals to...

About the JobWe are looking for a seasoned Financial Services Professional to fill this role. As a Private Client Financial Advisor, you will provide personalized wealth management strategies to high-net-worth individuals and families. You will work collaboratively with our team to deliver a variety of services, including financial planning, investment...

Job OverviewKitex USA LLC is seeking a highly skilled Accountant to join our team. As an experienced professional, you will play a critical role in managing our financial operations, ensuring accuracy and efficiency in all aspects of accounting.This is a full-time position offering a competitive salary range of $65,000 - $85,000 per year, based on...

Financial Analysis RolePRIDE Healthcare is hiring a skilled Financial Analyst to join our team.The ideal candidate will have experience in financial analysis, financial modeling, and financial planning. They will be responsible for analyzing financial data, creating financial models, and providing recommendations to improve business performance.The estimated...

Senior Wealth Management PositionCitizens Wealth Management is seeking a seasoned Senior Wealth Management Specialist to join our team. As a key member of our team, you will be responsible for providing exceptional financial services to our clients.In this role, you will develop and execute comprehensive financial plans to meet client objectives. Your...

Job SummaryThe Technical Business Analyst will be responsible for ensuring that the completed scope of work performed by the Salesforce technical team fully meets the purposes for which it was initially requested.This includes meeting with requestors of enhancements and break-fixes to understand related strategic objectives, and impacts on users, documenting...

Join Our TeamWe are seeking a Wealth Management Specialist to join our team. As a key member of our team, you will work closely with experienced financial advisors to help clients achieve their financial goals.Your typical day may include:Financial Planning: Developing financial plans that meet clients' needs and objectives.Investment Advice: Providing...

Company OverviewLongbridge Financial is an innovative company that helps senior homeowners reshape their financial future. We are committed to fairness, transparency, and professionalism in all our interactions.Our team values employees at all levels and offers a supportive environment for growth and development. We provide competitive compensation packages...

Job OverviewOriental Food Wholesaler/Distributor/Importer is seeking a detail-oriented and organized Financial Operations Specialist to join our team. The ideal candidate will have at least 1 year of bookkeeping experience and proficiency in QuickBooks software.Compensation PackageThe estimated annual salary for this role is $60,000 - $80,000 based on...

Job Summary: Citizens seeks a Private Client Financial Advisor to join our team of experienced advisors. In this role, you will develop and maintain relationships with clients and partners, create customized financial plans, and promote Citizens Wealth Management capabilities.Main Responsibilities:Develop a successful wealth management practice that delivers...

Citizens is committed to fostering a culture of excellence in our Personal Financial Strategist role.This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our clients.The successful candidate will possess excellent communication and interpersonal skills, as well as a deep understanding of financial markets and...

Company Overview:Longbridge Financial, LLC (LBF) is a reputable company committed to responsibly helping senior homeowners reshape their financial future. Our mission is to be consistently fair, transparent, and professional with our employees, customers, and partners.We value employees at all levels who drive our company forward. As an Industry Changemaker,...

About This RoleWe are seeking a seasoned Financial Services Professional to lead our team in Paramus, NJ. As a key member of our branch management team, you will partner with the Vice President to drive business growth and client satisfaction.Key ResponsibilitiesDevelop and execute strategies to enhance client relationships and expand our market...

Job SummaryThe Director of Financial Aid and Compliance oversees the daily operations and staff within the Office of Financial Aid. This position is responsible for providing financial aid educational workshops and counseling to proactively mitigate the lack of understanding of current financial aid regulations.Key ResponsibilitiesRegulatory Compliance:...