20 Results for

Certified Financial Planner Jobs in the United States

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Jobs

Financial Counselor - CFP/CFA LMR Technical Group

Concord, NH

The Financial Counselor will provide individualized counseling while also developing and delivering educational programs addressing military compensation, benefits, retirement, deployment finances, debt management, budgeting, and long-term financial planning. Provide specialized financial counseling to Dual-Status Federal Technicians and traditional Guard members regarding mobilization and civilian employment considerations, including military leave, USERRA-related financial considerations, FEHB, and TRICARE transitions.

10 days ago

Assistant Professor - Family Financial Planning Montana State University

Bozeman, MT

Faculty Tenure Track Yes Faculty Rank TT Faculty, AY Position Number 4A3238 Department Human Development &Community Health Division College of Education, Health & Human Development Appointment Type Faculty Contract Term Academic Year Semester If other, specify From date If other, specify End date Union Affiliation Exempt from Collective Bargaining FTE 1.0 Benefits Eligible Eligible Salary Salary commensurate with experience, education, and qualifications. The HDCH department has three primary programs: Community Health, Human Development and Family Science, and Early Childhood Education Preschool-Grade 3. This faculty position is housed within the Human Development & Family Science program that offers three options within the major: Child Development; Family and Consumer Sciences Education; and Human Development and Family Science.

9 days ago

Financial Planning & Investment Advisor Marsh McLennan

Columbia, South Carolina

With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

30+ days ago

Manager, Washington National Tax - Financial Instruments Deloitte Touche Tohmatsu Ltd

Washington, DC

$156,975–$261,625 / year

As a Manager in our Washington National Tax practice, you will work with a team of specialists to analyze federal income tax issues faced by a wide variety of clients (such as multinational corporations, major financial institutions, investment funds and asset managers among others) in a variety of settings (such as debt workouts, mergers and acquisitions, and investment management). For example, on the same day, you may: Consider whether an instrument issued by a multinational corporation is debt or equity, and if such instrument is debt, how to tax account for interest accruals and whether any interest expense limitation provisions apply; Evaluate whether a derivative entered into by a hedge fund is properly classified as a notional principal contract and whether the straddle rules may impact the treatment of such activity; and.

30+ days ago

Senior Financial Planning Associate Range

McLean, Virginia

Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members.

3 days ago

Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth Kestra Financial Independent Advisor

Spokane Valley, WA

Quick Apply

Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements). · Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience.

30+ days ago

Executive Assistant /Paraplanner For Financial Adviser Office - Pacnorth Kestra Financial Independent Advisor

Spokane Valley, WA

30+ days ago

Wealth Management Associate - IL, Springfield (2355) Equitable Financial Life Insurance Company

Springfield, IL

$250–$1,000

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30+ days ago

Wealth Management Associate - Retirement Benefits Group - NY, New York (5259) Equitable Financial Life Insurance Company

New York, NY

$250–$1,000

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30+ days ago

Wealth Management Associate - CA, Los Angeles (5258) Equitable Financial Life Insurance Company

Los Angeles, CA

$250–$1,000

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30+ days ago

Wealth Management Associate - AL, Mobile (5143) Equitable Financial Life Insurance Company

Mobile, AL

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30+ days ago

Wealth Management Associate - AL, Birmingham (5143) Equitable Financial Life Insurance Company

Birmingham, AL

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30+ days ago

Senior Wealth Lending Advisor - Melville, NY TD Bank

Melville, New York

$124,280–$186,160 / year

This role is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking solutions [principally securities-based lending] to Registered Investment Advisors in the TDA Institutional Network and is responsible for growing and retaining RIA Firm, Advisor and client relationships. This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws.

4 days ago

Associate Family Office Fiduciary Advisor Trajan Wealth LLC

Scottsdale, AZ

Full time
Quick Apply

Securities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment. As an Associate Family Office Fiduciary Advisor, you will serve as a trusted point of contact for clients, helping deliver an exceptional service experience while supporting investment, retirement, estate, and tax planning conversations.

30+ days ago

Senior Wealth Lending Advisor - Melville, NY The Toronto-Dominion Bank

Melville, NY

$124,280–$186,160 / year

OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. This role is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking solutions [principally securities-based lending] to Registered Investment Advisors in the TDA Institutional Network and is responsible for growing and retaining RIA Firm, Advisor and client relationships.

23 days ago

Private Client Advisor and Trust Officer Commerce Bancshares Inc

Clayton, MO

$93,000–$163,000 / year

The Private Client Advisor "PCA" and Trust Officer is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience. This compensation range is for the Private Client Advisor II, III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.

30+ days ago

Private Wealth Advisor II First Busey Corp

Fort Myers, FL

$120,000–$155,000 / year

The Private Wealth Advisor will work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to help clients achieve their desired objectives over their lifetime. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").

5 days ago

Paraplanner / Financial Planning Specialist GHI Staffing Solutions

Carlsbad, California

A growing wealth management firm in Carlsbad, CA is seeking a highly organized and detail-oriented Paraplanner / Financial Planning Specialist to support its Financial Advisors throughout the financial planning and client service process. We're looking for someone who takes ownership of their work, anticipates what needs to happen next, and understands that accuracy and follow-through are critical when working with clients' financial information.

30+ days ago

Wealth Management Advisor (Cambridge, MA) Teachers Insurance and Annuity Association of America (TIAA)

Cambridge, MA

$100,000–$110,000 / year

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

30+ days ago

Wealth Management Advisor (Boston, MA) Teachers Insurance and Annuity Association of America (TIAA)

Boston, MA

$100,000–$110,000 / year

30+ days ago

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Certified Financial Planner Jobs in the United States

Financial Counselor - CFP/CFA LMR Technical Group

Assistant Professor - Family Financial Planning Montana State University

Financial Planning & Investment Advisor Marsh McLennan

Manager, Washington National Tax - Financial Instruments Deloitte Touche Tohmatsu Ltd

Senior Financial Planning Associate Range

Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth Kestra Financial Independent Advisor

Executive Assistant /Paraplanner For Financial Adviser Office - Pacnorth Kestra Financial Independent Advisor

Wealth Management Associate - IL, Springfield (2355) Equitable Financial Life Insurance Company

Wealth Management Associate - Retirement Benefits Group - NY, New York (5259) Equitable Financial Life Insurance Company

Wealth Management Associate - CA, Los Angeles (5258) Equitable Financial Life Insurance Company

Wealth Management Associate - AL, Mobile (5143) Equitable Financial Life Insurance Company

Wealth Management Associate - AL, Birmingham (5143) Equitable Financial Life Insurance Company

Senior Wealth Lending Advisor - Melville, NY TD Bank

Associate Family Office Fiduciary Advisor Trajan Wealth LLC

Senior Wealth Lending Advisor - Melville, NY The Toronto-Dominion Bank

Private Client Advisor and Trust Officer Commerce Bancshares Inc

Private Wealth Advisor II First Busey Corp

Paraplanner / Financial Planning Specialist GHI Staffing Solutions

Wealth Management Advisor (Cambridge, MA) Teachers Insurance and Annuity Association of America (TIAA)

Wealth Management Advisor (Boston, MA) Teachers Insurance and Annuity Association of America (TIAA)

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