284 Results for

Certified Financial Planner Jobs in Cliffside Park, NJ

Jobs

Wealth Advisor Jobot

Madison, NJ

$125,000–$150,000 / year
Quick Apply

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. You’ll serve as the primary advisor for an assigned group of client relationships with up to $3 million in assets, delivering thoughtful advice, proactive communication, and consistent follow-through.

6 days ago

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

New York, NY

$120,000–$140,000 / year
Quick Apply

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.

10 days ago

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

New York, NY

$140,000–$200,000 / year

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

30+ days ago

Certified Financial Planner Part-time LearnLux Inc

Remote

$60–$75 / hour

Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow planning, digital currencies, estate planning, insurance and more.

8 days ago

Certified Financial Planner LearnLux Inc

Remote

$80,000–$110,000 / year

You''ll bring deep equity compensation expertise to help members make sense of complex, high-stakes decisions, while also serving the full range of people we support, from those just starting to build savings to high net worth clients navigating significant wealth. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work.

30+ days ago

Entry-Level Financial Planner - NY, New York (5262) Equitable Financial Life Insurance Company

New York, NY

$250–$1,000

421171'',''true'',''421171'',''false'',''Submission for the position: Entry-Level Financial Planner - NY, New York (5262) - (Job Number: 260000GU)'',''false'',''421171'',''false'',''true'',''Entry-Level Financial Planner - NY, New York (5262)'',''260000GU'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'',''Full-time'',''Full-time'',''!*! '',''false'',''421171'',''421171'',''true'',''421171'',''false'',''Submission for the position: Entry-Level Financial Planner - NY, New York (5262) - (Job Number: 260000GU)'',''false'',''421171'',''false'',''true''.

26 days ago

Entry Level - Financial Planner - NY, New York (5257) Equitable Financial Life Insurance Company

New York, NY

$250–$1,000

419164'',''true'',''419164'',''false'',''Submission for the position: Entry Level - Financial Planner - NY, New York (5257) - (Job Number: 260000CT)'',''false'',''419164'',''false'',''true'',''Entry Level - Financial Planner - NY, New York (5257)'',''260000CT'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'',''Full-time'',''Full-time'',''!*! '',''false'',''419164'',''419164'',''true'',''419164'',''false'',''Submission for the position: Entry Level - Financial Planner - NY, New York (5257) - (Job Number: 260000CT)'',''false'',''419164'',''false'',''true''.

30+ days ago

Entry-Level Financial Planner - NY, New York (5263) Equitable Financial Life Insurance Company

New York, NY

$250–$1,000

421153'',''true'',''421153'',''false'',''Submission for the position: Entry-Level Financial Planner - NY, New York (5263) - (Job Number: 260000GV)'',''false'',''421153'',''false'',''true'',''Entry-Level Financial Planner - NY, New York (5263)'',''260000GV'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''421153'',''421153'',''true'',''421153'',''false'',''Submission for the position: Entry-Level Financial Planner - NY, New York (5263) - (Job Number: 260000GV)'',''false'',''421153'',''false'',''true''.

26 days ago

Senior Financial Planner Range

New York, New York

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

15 days ago

Financial Planner Range

New York, New York

$100,000–$200,000 / year

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.

14 days ago

Financial Advisor Relationship Management - Planner CAPTRUST

New Hyde Park, New York

$100,000–$120,000 / year

The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

4 days ago

Financial Planner - Family Office Blue Trust Inc

$72,000–$115,000 / year

Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.

20 days ago

Financial Planner IDB Bank

New York, NY

$140,000–$160,000 / year

This individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

6 days ago

Financial Planner Idbny

New York City, New York

$140,000–$160,000 / year

30+ days ago

Merrill Advisor Development Program - Financial Advisor- Partially Registered: SD Financial Market Bank of America Corp

New York, NY

$38.46–$43.27 / hour

Job expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

11 days ago

Financial Solutions Advisor - Manhasset Financial Center (Bilingual Mandarin Preferred) Bank of America Corp

Manhasset, NY

$70,000–$80,000 / year

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

19 days ago

Financial Solutions Advisor - Syosset Financial Center Bank of America Corp

Syosset, NY

$70,000–$80,000 / year

30+ days ago

Financial Solutions Advisor - Wilton Financial Center Bank of America Corp

Wilton, CT

$70,000–$80,000 / year

30+ days ago

Financial Advisor Ritholtz Wealth Management

$250,000–$800,000 / year

We're continuously working to increase the value and sophistication of how we serve clients, and a core part of our next chapter includes opening locations around the country to better engage the growing community of investors consuming RWM content. We are seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and estate planning needs.

30+ days ago

J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.

New York, NY

Full time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

11 days ago

Resume Resources

Free Resume Templates Resume Builder

See More Jobs

Browse All Certified Financial Planner Locations

Browse Jobs Near Cliffside Park, NJ

Get noticed by top employers!

Upload your resume to let employers know you're open to Certified Financial Planner job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Certified Financial Planner Jobs in Cliffside Park, NJ

Wealth Advisor Jobot

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

Certified Financial Planner Part-time LearnLux Inc

Certified Financial Planner LearnLux Inc

Entry-Level Financial Planner - NY, New York (5262) Equitable Financial Life Insurance Company

Entry Level - Financial Planner - NY, New York (5257) Equitable Financial Life Insurance Company

Entry-Level Financial Planner - NY, New York (5263) Equitable Financial Life Insurance Company

Senior Financial Planner Range

Financial Planner Range

Financial Advisor Relationship Management - Planner CAPTRUST

Financial Planner - Family Office Blue Trust Inc

Financial Planner IDB Bank

Financial Planner Idbny

Merrill Advisor Development Program - Financial Advisor- Partially Registered: SD Financial Market Bank of America Corp

Financial Solutions Advisor - Manhasset Financial Center (Bilingual Mandarin Preferred) Bank of America Corp

Financial Solutions Advisor - Syosset Financial Center Bank of America Corp

Financial Solutions Advisor - Wilton Financial Center Bank of America Corp

Financial Advisor Ritholtz Wealth Management

J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.

Resume Resources

Similar Job Searches

See More Jobs