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Certified Financial Planner Jobs

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  • 3.9
    Robert Half Finance & Accounting – San Francisco, CA
    3 days ago 3d
    Financial Planner / Wealth Manager Registered Investment Advisory firm with over $1bln in AUM, located in down town San Francisco… Francisco is looking for a Financial Planning Specialist. This specialist will work with the Relationship Managers and Client Service…
  • Hire Resolve – United States
    Est. Salary $39k-$72k
    3 days ago 3d
    registered Certified Financial Planner.2 years experience as a Financial Planner.Microsoft Office skills.Knowledge of financial products… a leading company in the financial industry, is currently looking for a Certified Financial Planner to join their team.Some of…
  • Retirement Strategies, Inc. – Jacksonville, FL
    Est. Salary $40k-$74k
    30 days ago 30d+
    analyze data to develop, implement, and monitor comprehensive financial plans. The CFP® professional will work closely with other… Qualifications: CFP® professional 3+ years of experience in financial planning Sharp analytical and technical skills with a high…
  • Lighthouse Financial Services – Brea, CA
    Est. Salary $47k-$88k
    19 days ago 19d
    complex legal and financial documents and are knowledgeable of financial laws and legal restriction. Financial planners also have a… meeting AUM growth targets. Financial planners work with individuals to meet short and long term financial goals. They understand complex…
  • 3.8
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    8 days ago 8d
    Extensive training and coaching from certified trainers Access to knowledgeable groups of Financial Advisors and specialists to assist… our company is well-positioned to help manage financial risk and achieve financial security in today's complex world. Through a…
  • 5.0
    Bespoke Search Group – New York, NY
    18 days ago 18d
    Global Bank Wealth Management Division ROLE: (3-4) Certified Financial Planners (CFP) -- couple groups, few different levels LOCATION… Commission structure (Uncapped) LOOKING FOR: * CFPs - Certified Financial Planners WHATS THE DEAL HERE?: With the changing economic…
  • 2.3
    Horace Mann – Charlotte, NC
    14 days ago 14d
    We have an immediate need for a Financial Planner. Nature & Scope: Prepare financial planning reports on behalf of the… knowledge of financial planning concepts Assist in developing guidelines and procedures Answer general financial planning questions…
  • Zoe Financial – New York, NY
    9 days ago 9d
    recruitment and training of a team of Financial Planners (CFPs & Series 65) that will provide financial planning advice to Zoe clients… for prospects and existing Zoe clients to engage with a financial planner and/or digital tools for the delivery of advice. Additionally…
  • 3.6
    Virginia Asset Management – Aliquippa, PA
    EASY APPLY
    22 days ago 22d
    really need is objective financial advice. Virginia Asset Management offers a full range of financial services for both individuals… your clients to assess their financial needs, develop strategies for them to achieve their financial goals, and then implement those…
  • 3.4
    One Jeanswear Group – New York, NY
    8 days ago 8d
    strategies in the market. We are currently seeking a Manager, Financial Planning and Analysis. The overall responsibility for this… this position includes budgeting, forecasting, and financial operations of our wholesale businesses. Responsibilities include, but…
  • 4.1
    Independent Capital Management – Ontario, CA
    EASY APPLY
    12 days ago 12d
    where you help people become financially independent while building your own personal financial wealth with career growth and… business to the next level. As a full-service independent Financial Advisor you can create customized plans to meet your clients…
  • 2.7
    Investment Professionals – United States
    2 days ago 2d
    based upon developing strategies to their financial goals through the use of financial planning and wealth management Market… Market and present appropriate investment solutions, financial, and wealth management services to clients Prepare and deliver presentations…
  • 3.3
    Purch – Waltham, MA
    Est. Salary $74k-$103k
    8 days ago 8d
    Ad hoc financial modeling and analysis Calculate commissions for business segment Assist with M&A related financial modeling… companies in the world. POSITION SUMMARY The Manager, Financial Planning & Analysis (FP&A) reports directly to the Vice President…
  • 3.5
    Strata Decision Technology – Chicago, IL
    21 days ago 21d
    with a 3.3 – 4.0 GPA An understanding of financial concepts, including financial statement analysis 2-5 years of relevant… As a Solution Consultant for Financial Planning, you will be responsible for working together with other Strata Decision team…
  • 4.1
    Lenox Advisors – Chicago, IL
    23 days ago 23d
    day to understand their long term financial goals and objectives and their short term financial needs, present customized recommendations… Who we are: Lenox Advisors provides comprehensive financial planning and wealth management solutions to high net worth individuals…
  • 2.7
    Investment Professionals – San Antonio, TX
    Est. Salary $58k-$104k
    22 days ago 22d
    required 5+ years proven financial industry experience, inclusive of three years providing financial advice 3+ years managing… development opportunities. Accountable for the achievement of financial and market goals. Builds and maintains customer relationships…
  • 4.0
    Zeiders Enterprises – Edgewood, MD
    4 days ago 4d
    experience in financial counseling or education. A national certification as an Accredited Financial Counselor (AFC) OR Certified Financial… Financial Planner (CFP) OR Chartered Financial Consultant (ChFC). Counselors shall maintain a valid, unrestricted motor vehicle…
  • 4.0
    Leaf Group – Santa Monica, CA
    Est. Salary $90k-$135k
    28 days ago 28d
    and own monthly financial and operating metrics tracking Analyze trends, research variances, and present financial results to senior… Santa Monica, CA. Leaf Group is actively seeking a Manager, Financial Planning & Analysis to work with our Finance team. This position…
  • 5.0
    Sage Therapeutics – Cambridge, MA
    Est. Salary $105k-$178k
    1 days ago 20hr
    leadership role in establishing our commercial supply chain financial and accounting infrastructure and managing FP&A for Development… engagement, planning, decision making, and value thinking Lead financial planning and analysis for commercial drug substance, drug…
  • 3.9
    SoFi – Cottonwood Heights, UT
    Est. Salary $57k-$106k
    22 days ago 22d
    About The Role As a SoFi Financial Planner you will be the most direct connection point with our Members. You will use your… and respond to customer’s inquiries Each month planner calls, emails and financial plans are reviewed and scored for quality based…
  • 3.3
    Smart Financial Credit Union – Conroe, TX
    1 days ago 18hr
    Title Financial Advisor - Conroe City Conroe State TX Description Smart Financial Credit Union is a financial services… more information about Smart Financial Credit Union please visit www.smartcu.org. As a Financial Advisor with CIR, you become…
  • 3.6
    GLP & Associates – Brighton, MI
    Est. Salary $28k-$43k
    2 days ago 2d
    Executive Sales Representative Sales Associate Financial advisor Financial planner Investment advisor Account Manger… their long-term financial goals. Responsibilities: Advise clients on investment strategies and other financial decisions Assess…
  • 4.0
    Max Credit Union – Auburn, AL
    2 days ago 2d
    11/2/2016 Title Financial Advisor City Auburn Description Role: To meet client's financial needs in areas such… changes necessitate new financial strategies. Use spreadsheets and market research to back up financial advice. Identify and…
  • 4.7
    Shape Security – Mountain View, CA
    Est. Salary $102k-$143k
    2 days ago 2d
    and inorganic) Evaluate growth options through strategic, financial and feasibility criteria Translate strategic plans into specific… Benchmark Shape’s current and forecasted operational and financial performance relative to peers and other best-in-class technology…
  • 3.3
    Smart Financial Credit Union – Houston, TX
    1 days ago 18hr
    Title Financial Advisor - Westchase City Houston State TX Description Smart Financial Credit Union is a financial services… more information about Smart Financial Credit Union please visit www.smartcu.org. As a Financial Advisor with CIR, you become…
  • 4.8
    SigFig – San Francisco, CA
    10 days ago 10d
    their personal financial goals. Through partnerships with some of the worlds largest and most innovative financial institutions,… support our growth as the #1 Online Investment Advisor for big Financial Institutions. We recently announced a partnership with UBS…
  • 4.8
    SigFig – San Francisco, CA
    9 days ago 9d
    for large Financial Institutions. Help us define the next generation of investing! We are seeking rock star financial advisors… their personal financial goals. Through partnerships with some of the worlds largest and most innovative financial institutions,…
  • 3.1
    Dude Solutions – Raleigh, NC
    3 days ago 3d
    with the preparation of financial and business related analysis and research in such areas as financial and expense performance… experience in financial modeling and analysis Knowledge of Generally Accepted Accounting Principles (GAAP) Advanced financial modeling…
  • 3.6
    Virginia Asset Management – Richmond, VA
    EASY APPLY
    23 days ago 23d
    advice to help them reach their financial goals in life and we provide business owners with the financial and business strategies they… with a sincere interest in learning to become a Financial Advisor! No financial experience is necessary. This is perfect for those…
  • 3.7
    Mitsubishi Electric Automation – Vernon Hills, IL
    28 days ago 28d
    consider joining our team as a Financial Planning and Analysis Analyst Provide financial planning and analysis (FP&A) by… by compiling and analyzing financial results against financial plans and forecasts to produce meaningful and in-depth analysis…
Job Title Location Employer Salary
Certified Financial Planner United States Hire Resolve $39k-$72k
Certified Financial Planner Jacksonville, FL Retirement Strategies, Inc. $40k-$74k
Certified Financial Planner, CFP Brea, CA Lighthouse Financial Services $47k-$88k
Financial Advisor Redwood City, CA Northwestern Mutual $53k-$124k
Senior Financial Advisor Aliquippa, PA Virginia Asset Management $35k-$80k
Financial Planning and Analysis Manager - Wholesale Apparel New York, NY One Jeanswear Group $101k-$138k
Financial Advisor Ontario, CA Independent Capital Management $28k-$64k
Financial Advisor United States Investment Professionals $32k-$77k
Manager, Financial Planning and Analysis Waltham, MA Purch $74k-$103k
Solution Consultant, Financial Planning Chicago, IL Strata Decision Technology $66k-$105k
Financial Advisor/Sales Professional Chicago, IL Lenox Advisors $22k-$32k
Director, Wealth Management San Antonio, TX Investment Professionals $58k-$104k
Certified Personal Financial Counselor Edgewood, MD Zeiders Enterprises $27k-$39k
Manager, Financial Planning & Analysis Santa Monica, CA Leaf Group $90k-$135k
Director, Financial Planning & Analysis Supply Chain Finance Cambridge, MA Sage Therapeutics $105k-$178k
Financial Planner (CFP) Cottonwood Heights, UT SoFi $57k-$106k
Financial Retirement Specialist Brighton, MI GLP & Associates $28k-$43k
Financial Advisor Auburn, AL Max Credit Union $31k-$71k
Director of Financial Planning and Analysis Mountain View, CA Shape Security $102k-$143k
Financial Advisor San Francisco, CA SigFig $36k-$83k
Senior Financial Advisor San Francisco, CA SigFig $48k-$108k
Financial Planning & Analysis (FP&A) Analyst Raleigh, NC Dude Solutions $54k-$68k
Financial Advisor Development Program Richmond, VA Virginia Asset Management $28k-$64k
Financial Planning and Analysis Analyst Vernon Hills, IL Mitsubishi Electric Automation $48k-$65k
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