cfp

Financial Planning AdvisorProvides fiduciary, compliant, and high-quality financial planning and investment guidance through comprehensive planning conversations with members and financial advisors. Develops tailored financial plans by gathering and analyzing client data using specialized planning software, ensuring recommendations are relevant,...

Come join one of the fastest growing RIAs in the industry. At Wedmont we are changing the way successful families receive financial advice. Wedmont's flat fee model is disrupting the wealth management industry, and we are hiring a paraplanner to be an integral member of our team. This is an entry level role that is ideal for a new CFP or someone still...

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve...

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Tampa, Florida area. This role supports advisory services across Vanguard's retail division, delivering CFP-level guidance while adhering to investor-first principles. You will build enduring client relationships, collaborate with experienced...

Senior Wealth Manager, CFPSuccession PlanningWilmington, NCOverviewGrowing, Billion-dollar AUM, Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit high net worth relationships as part of long-term succession planning in an ensemble fee-based practice.Advise an existing book of high net worth clientele with regards to comprehensive...

F.L Putnam, a Milwaukee-based wealth management firm, is seeking a Client Advisor/CFP® to lead financial planning for client teams in our Wisconsin office. You will provide comprehensive advice to individuals, families, and institutional clients, tailoring strategies to their goals and risk tolerances.You will manage new and existing client relationships,...

Headhunters (South Africa) seeks a Financial Planning Associate in Bellville, Cape Town. The role supports financial advisors, prepares planning proposals, and reviews portfolios with a strong emphasis on compliant, client-focused solutions. Requirements include a Bachelor's degree, a Postgraduate Diploma in Financial Planning, CFP certification, and RE5....

$105,000 - $130,000 base salary, plus discretionary annual bonus We're a small team, so your work is visible and it matters. We also invest in technology, including AI tools for meeting preparation and planning, so our advisors spend their time on judgment and clients rather than paperwork. The Role We're looking for a CFP® professional to work directly...

Financial Service Advisor – Licensed Series 65 Campbell & Company, Wealth Advisors and CPAs is seeking a detail-oriented and motivated Financial Service Advisor to support client servicing and advisor operations. Reporting directly to the Principal of the Practice, this role is critical to the successful execution of operational processes within the...

Job Description The MDHHS mission is to provide opportunities, services, and programs that promote a healthy, safe, and stable environment for residents to be self-sufficient. We are committed to ensuring a diverse workforce and a work environment whereby all employees are treated with dignity, respect and fairness. For more information, please visit our...

Guide people to confident financial decisions, with no products to sell and no book of business to build. As a remote CFP® professional at Financial Finesse, you’ll coach employees of leading organizations nationwide and shape the future of AI-enabled, human-centered financial coaching. What You’ll Do Coach. Deliver one-on-one sessions, phone coaching,...

Our client is a boutique RIA located in the Pasadena area managing $800+ mil AUM and servicing UHNW clients over $1 mil++ in assets. The firm seeks a personable Wealth Advisor CFP with a strong background and in-depth competency with financial planning. The Wealth Advisor CFP key role focuses on building UHNW client relationships and creating complex...

Lead with Purpose. Partner with Impact. Kestra Financial is seeking a new team member to join our Planning Group. Kestra’s Planning Group, part of the Wealth Management Division, will provide centralized “insourced” planning for approximately 2,000 advisors nationally. This role will serve as a consistent, high-quality planner to our firms nationally....

Do you like working with people? Do you enjoy learning about their needs and helping them? We’re looking for a new graduate of a college CFP program to groom and grow with the firm. You will who provide operational and administrative support to our clients and us while building financial skills and experience. We will teach your real client skills and...

Crown Family Philanthropies (CFP) is searching for a Program Officer to plan, develop, present, and lead the Foundation’s Jewish philanthropic initiatives in Chicago and nationally. Reporting to the Director, Jewish and Israel Giving, the Program Officer will collaborate with other staff and family members to shape future approaches and contribute...

LearnLux is seeking a full-time dual Certified Financial Planner and licensed Tax Specialist to join our fast-growing, remote-enabled team. You will work directly with employees to provide unbiased, holistic financial and tax guidance using the LearnLux digital platform. Responsibilities include budgeting guidance, retirement readiness, equity compensation...

Position: Personal Finance Advisor / Certified Financial Planner Type: Part-time Compensation: $50-$110/hour Location: Remote Commitment: 10-40hrs/week Role Responsibilities Review realistic financial planning scenarios covering budgeting, emergency funds, debt payoff, retirement planning, and related client discussions. Evaluate AI-generated...

Allworth Financial is seeking an Associate Advisor to join our centralized planning team. You will support the end-to-end planning process, preparing and refining financial plans, conducting research, and participating in client meetings to ensure clients feel informed, cared for, and confident in their financial future. This in-office role offers structured...

Whelan Financial in Fresno, CA seeks a Qualified Plan Specialist - Investment Advisor to join a client-centered, fast-paced team. You will educate plan participants, interact with clients face-to-face and by phone, and collaborate with the advisory staff to fulfill services.We value integrity, intelligence, and energy, offering growth opportunities, a...

OverviewWant to learn more about this role and Jobot? Follow our Jobot logo and LinkedIn page. This Jobot Job is hosted by Julia Toms. Easy Apply by clicking the "Easy Apply" button and sending us your resume.Salary $100,000 - $125,000 per yearA Bit About Us The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening...