Certified Financial Planner Jobs in the United States
Golden Reserve LLC
$175000 - $200000 YEAR
Cleveland, OH
Retirement Planner (2–4 years of client selling experience) - $150,000, increasing to $175,000 in Year 2. Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2. Salaries are ongoing and do not cease. Click to see our Radio, TV & YouTube shows (https://www.youtube.com/@expeditionretirement) and our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor (www.fireyourfinancialadvisor.com).
Jobot
$120000 - $220000 YEAR
Southington, CT
This role involves taking over an existing book of business, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Jobot
$120000 - $200000 YEAR
Westborough, MA
Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Fidelity Investments
$60000 - $75000 undefined
Torrance, CA
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NYL - Nassau GO
Uniondale, NY
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given. Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals.
Stone Press FG
Winston-Salem, NC
Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
Fidelity Investments
$60000 - $75000 undefined
Malibu, CA
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Atrium Staffing
Little Falls, NJ
The Senior Financial Planning Analyst supports the firm's advisory team through advanced investment and insurance research, portfolio management, and financial plan development. Our client, a boutique wealth management firm, is looking to add a Senior Financial Planning Analyst to their robust Research & Planning team!
Golden Reserve LLC
$100000 - $125000 YEAR
Cleveland, OH
Flat Fee – we do not charge a % AUM model based on client’s assets under management – we charge the same flat fee for our client based on the services we provide . · Full-service support – with in-house legal, tax, and client service teams, you’re not alone in delivering value and have many of our resources just down the hall .
Charles Schwab
Portland, OR
As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.
KeyBank
Seattle, WA
General Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Trilogy Financial
$27 HOUR
Denver, CO
Additionally, the WMA will participate in an 8-week training program designed to teach the end-to-end advisory process and provide hands-on experience with core tools and platforms. Generate revenue by acquiring and onboarding new clients following successful completion of licensures, with a target of $5,000 in self-generated revenue.
Lakeshore Financial Group
$75000 - $100000 YEAR
St. Louis, MO
Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals.
Ehlen Heldman & Company
Indianapolis, IN
In this role, you will support senior advisors and directly engage with clients to develop tailored financial plans, enhance investment strategies, and provide exceptional customer service. Company Overview: Join our dynamic team at EHC Wealth Advisors, a financial services firm dedicated to helping clients achieve their long-term financial goals.
Providence Health and Services
$26.46 - $40.48 HOUR
Seattle, WA
It is comprised of eight hospital campuses (Ballard, Edmonds, Everett, Centralia, Cherry Hill (Seattle), First Hill (Seattle), Issaquah and Olympia); emergency rooms and specialty centers in Redmond (East King County) and the Mill Creek area in Everett; and Providence Swedish Medical Group, a network of 190+ primary care and specialty care locations throughout the Puget Sound. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.
Providence Health and Services
$26.46 - $40.48 HOUR
Bellevue, WA
Coursework/Training - Has completed two years of medical training in the United States Armed Forces or, Coursework/Training - Minimum one year of work experience as a medical assistant that includes the following clinical skills: obtaining vital signs, administering injections, and medication administration. Coursework/Training - Graduate of an accredited school that includes hands on training in a clinical setting for medical assistants or, Coursework/Training - Graduate of a registered medical assistant apprenticeship program or.
Providence Health and Services
$26.46 - $40.48 HOUR
Seattle, WA
Coursework/Training - Has completed two years of medical training in the United States Armed Forces or, Coursework/Training - Minimum one year of work experience as a medical assistant that includes the following clinical skills: obtaining vital signs, administering injections, and medication administration. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.
Excelsius Financial
Atlanta, GA
In this role, you’ll guide clients through some of life’s most important financial decisions — retirement, savings, insurance, and wealth-building strategies through our strong partnerships such as Pacific Life, Nationwide, Transamerica, Prudential, etc. With an aging population, increasing financial uncertainty, and a demand for personalized financial guidance at an all-time high, financial planning has become one of the most resilient and rewarding career paths.