191 Results for

Certified Financial Planner Jobs in Hoboken, NJ

Jobs

New!

New York, NY6 days ago

$150,000–$200,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

New York, NY6 days ago

$160,000–$200,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Design individualized tax strategies across retirement planning, charitable giving, education funding, equity compensation, AMT exposure, real?estate investments, multistate issues, international considerations, and estate?related topics.

New!

New York City, NY6 days ago

$150,000–$200,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting.

Rye, NY10 days ago

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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Greenwich, CT10 days ago

SalesPlease 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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Stamford, CT10 days ago

SalesPlease 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

New!

Uniondale, NY2 days ago

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

New!

Stamford, CT2 days ago

$200,000–$300,000 Per Year

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. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.

New!

New York, NY6 days ago

$170,000–$200,000

New!

Newark, NJ3 days ago

$60,000–$90,000 Per Year

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.

New!

Uniondale, NY1 day ago

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New York, NY8 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Manhasset, NY16 days ago

$105,000–$250,000 Per Year

New!

Brooklyn, NY6 days ago

$105,000–$250,000 Per Year

New!

Brooklyn, NY6 days ago

$105,000–$250,000 Per Year

New York, NY8 days ago

$105,000–$250,000 Per Year

Woodbridge, NJ19 days ago

$105,000–$250,000 Per Year

New!

Brooklyn, NY6 days ago

$105,000–$250,000 Per Year

New York, NY28 days ago

$22–$38 Per Hour
Temporary
Contractor
Full-time

Recommend adjustments and achieve consensus for operational demand forecasts by facilitating a collaborative planning process with sales, tour, web and finance personnel. Coordinate cross-functional research activities to reconcile significant variances and refine the forecast model to reflect updated sales and marketing assumptions.

New Hyde Park, New York30+ days ago

$80,000–$90,000 Per Year

Prepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information 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.

Brooklyn, NY17 days ago

$85,000–$105,000

We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. We raised an investment round and are partnering with YourStake, the leading software company in the values-aligned wealthtech space, to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.

New York, NY30+ days ago

$122,535–$208,715 Per Year

Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.

Morristown, NJ30+ days ago

Remote

Full-time

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

New!

New York, NY3 days ago

$100,000–$150,000

A leading investment bank, corporate finance group, or strategy-oriented financial services firm may seek a Strategic Financial Planner to support long-term financial planning, performance analysis, and strategic decision-making. This Strategic Financial Planner description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

New York, NY30+ days ago

$125,000–$150,000

Comprehensive Financial Planning: Conduct thorough interviews with clients to understand their financial status, including income, expenses, tax considerations, and risk tolerance, and create personalized financial plans to meet their short-term and long-term goals. Advisory Services: Offer strategic financial advice related to investments, debt management, tax planning, cash flow management, insurance, and retirement planning.

Bernardsville, NJ30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

New York, NY30+ days ago

$0–$300,000

This position is ideal for recent graduates, career changers, former athletes, sales professionals, and individuals who enjoy building relationships and helping others plan their financial future. This search is being conducted in partnership with Purple Unicorn Enterprises, a talent optimization firm focused on employee identification, development, and culture.

New York, New York30+ days ago

$75,000–$90,000 Per Year

The Financial Planner will have a key role in building a customer-specific financial product plan in line with the merchandise strategies and ensuring the constant flow of fresh product to all channels of distribution. The Financial Planner is accountable for the development, coordination, and review of planning and inventory management from total company level down to store level, with the objective of improving turnover and gross margin.

New York, NY9 days ago

$38,000–$150,000 Per Year

Monitor markets, research financial products, and stay updated with new developments in the financial sector. If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

New York, NY30+ days ago

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.

Morristown, NJ30+ days ago

Full-time

People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services. Top Accountabilities Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs.

Newark, NJ30+ days ago

Remote

This career opportunity includes full training and state licensing support in one of the following states: New York, Connecticut, Florida, Maryland, North Carolina, South Carolina, New Jersey, Pennsylvania, Texas, Virginia, or Indiana. If you are selected, we will train you and guide you through your state licensing process to help you launch a successful career as a Life Insurance Agent, with the additional pathway to become a Financial Planner.

Garden City, NY14 days ago

$50,000–$100,000 Per Year

Through volunteer programs, resource groups, and a supportive work environment, we empower our professionals to grow while making a positive impact. · If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect.

Jersey City, New Jersey7 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New York, NY15 days ago

$130,000–$150,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities.

Greenwich, Connecticut29 days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

New York City, NY30+ days ago

$53,625–$64,350 Per Year

Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.*

Morristown, NJ30+ days ago

$108,680–$128,440 Per Year

NV5 is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology. This Supervising Planner position offers an opportunity to lead and manage projects related to Complete Streets, Vision Zero, transit access, greenways, streetscapes, park design, and community placemaking for municipalities, regional organizations, and state agencies throughout the northeast.

New York, New York30+ days ago

$75,000–$85,000 Per Year

The salary range for this role takes into account a wide range of factors considered in making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications as well as other business and organizational needs. This role blends analytical media planning with strong account management, ensuring campaigns are thoughtfully designed, accurately executed, and aligned with client business objectives.

White Plains, NY30+ days ago

$74,000–$95,000 Per Year

Supply Execution Planner Job Locations US-CO-Louisville ID 2025-17851 Number of People to Hire 1 Job Family Supply Chain Level of Experience Experienced Professionals Short Intro and About the Job Quality, efficiency, and safety all play a big role in our work at Danone. Take a lead role in all reporting functionality and improvements: report creation, built-in reporting functionality, automating monthly/weekly reporting, and future-state cube/report configuration.

New!

Warren, NJToday

$75,000–$300,000 Per Year

Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.

New York, NY9 days ago

$50,000–$100,000

In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships.

New!

Warren, NJToday

$60,000–$150,000 Per Year

Bachelor's degree in finance or business-related fields preferred but not required Excellent communication and interpersonal skills Ability to work independently and as part of a team Experience in the financial services industry is a plus but not required Series 6 or 7, 63 and 65, 66 preferred but not required A passion for helping athletes achieve their goals Experience working with college athletes is a plus. If you have a passion for helping athletes achieve their full potential and are looking to join a team of professionals dedicated to educating and empowering their clients, we would love to hear from you.

South Brunswick, NJ15 days ago

$60,000–$100,000 Per Year

A well-established and rapidly growing retirement-focused financial planning firm is adding experienced Financial Advisors to support continued growth driven by a proven educational seminar model. This opportunity is ideal for an advisor who has achieved solid success, feels capped by their current platform, and is ready to operate within a model designed for significantly higher income and production.

New York City, NY30+ days ago

$100,000–$150,000 Per Year

At Strategies for Wealth, we specialize in helping driven professionals transition into financialservices - and build careers that compound over time, financially and personally. Strategies for Wealth is one of the most successful firms in theGuardian Wealth Network, with flagship offices in New York City and Westchester County.

Warren, NJ14 days ago

About Us: MassMutual NJ-NYC is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.

Warren, NJ14 days ago

$75,000–$150,000 Per Year

As a financial professional, you help families, individuals and business owners plan their financial future and protect the ones they love. If you are passionate about helping your community and serving their needs, we are here to help you every step of the way.

Rye Brook, NY30+ days ago

$200,000–$500,000 Per Year

We believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike. If you’re an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealthoffers a platform designed to elevate high performers.

New York, New York30+ days ago

$62,700–$114,000 Per Year

The Associate Merchandise Planner is responsible for supporting the strategic direction of sales and inventory for select business categories through comprehensive analysis of financial performance, historical data, and current market insights. • Ability to clearly and accurately communicate and exchange information verbally, in writing, or through other means in person, telephonically, or through virtual communication methods.

Madison, NJ30+ days ago

$115,000–$130,000

Under direction from the VP of Finance, the Financial Planning and Analysis Manager will be responsible for: · Lead the global commercial, marketing and operations quarterly FP&A planning and forecasting process by ensuring timely review and approval of business assumptions with key stakeholders to build detailed projection models and translate them into P&L expectations. The Financial Planning and Analysis Manager is responsible for providing hands on leadership, coordination, and planning to execute financial planning processes and ensure the timeliness, accuracy, and integrity of financial information in support of the Global Commercial, Marketing and Operations organization.

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Certified Financial Planner Jobs in Hoboken, NJ

Jobs

Sr. Tax PlannerVaco LLC

Senior Tax PlannerVaco LLC

Tax PlannerVaco LLC

Financial Consultant - Stamford, CTFidelity Investments

Financial Consultant - Greenwich, CTFidelity Investments

Financial Consultant - Fairfield, CTFidelity Investments

Financial AdvisorNew York Life - Uniondale

Charitable Planning Attorney - CT or FLJobot

Senior Tax SpecialistVaco LLC

Entry-Level Financial SpecialistNew York Life-NJ General Office

Financial Service ProfessionalNew York Life - The Rabasco Team

Wealth Advisor - Union Square / East Village, NYCitizens

Wealth Advisor - Manhasset/Great Neck, NYCitizens

Wealth Advisor - Bensonhurst - BrooklynCitizens

Wealth Advisor - Bay Ridge, BrooklynCitizens

Wealth Advisor - Astoria / Long Island City, NYCitizens

Wealth Advisor - Woodbridge, NJCitizens

Wealth Advisor - Brighton BeachCitizens

Production CoordinatorGenesis10

Associate Financial PlannerCAPTRUST

Senior Financial Planner, Advisor ServicesYourStake

Wealth Strategist (Financial Planner)City National Bank

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISORCareer Headhunter LLC

Strategic Financial PlannerCareer Launch AI

Financial AdvisorChemistry Wealth Management

FINANCIAL ADVISOR (ENTRY-LEVEL)Career Headhunter LLC

Financial Advisor (Entry Level) – Training & Licensing Provided New York City- Northwestern MutualPurple Unicorn

Financial PlannerFoot Locker

Experienced Financial AdvisorFifth Avenue Financial

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

Financial AdvisorSimon Quick Advisors

Remote Life Insurance/Financial Planners Needed-We train youWork Staff

Financial AdvisorLee, Nolan & Koroghlian, LLC

Financial AdvisorNorthwestern Mutual

Financial Planning, Senior DirectorOppenheimer & Co. Inc.

Senior Wealth PlannerRockefeller Capital Management

Financial AdvisorAmeriprise Financial

Supervising PlannerNV5

Media PlannerCadent

Supply Execution PlannerDanone

Senior Financial AdvisorMassMutual - NJ/NYC

Financial Advisor- Entry LevelDenis Development

Financial Advisor - Team DurrMassMutual - NJ/NYC

Financial AdvisorCareerPro Staffing

Aspiring Financial AdvisorStrategies for Wealth

Wealth Management AdvisorMassMutual - NJ/NYC

Junior Financial AdvisorMassMutual - NJ/NYC

Financial AdvisorStrategies for Wealth

Associate Merchandise PlannerAeropostale

Financial Planning and Analysis ManagerOrganOx

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