Job Type
Date Posted
Salary Range
Distance

CFP Jobs

26Jobs

  • 3.6
    Texas Dow Employees Credit Union – Sugar Land, TX
    NEW
  • 3.7
    SoFi – Claymont, DE
    14 days ago 14d
    Bachelor’s degree required, preferably financial services related CFP® licensed Minimum of 3+ years of professional work experience…
  • 3.4
    Robert Half Finance & Accounting – Menlo Park, CA
    NEW
    for a client service associate who has aspirations to pursue a CFP. The firm provides customized strategies for its clientele across…
  • 3.4
    Robert Half Finance & Accounting – San Francisco, CA
    Today 3hr
    for a client service associate who has aspirations to pursue a CFP. The firm provides customized strategies for its clientele across…
  • 3.4
    Robert Half Finance & Accounting – San Francisco, CA
    Today 3hr
    assigned existing and new high net worth clients - NO SALES!! A CFP is a must for this position and you can either work in the SF…
  • 3.4
    Robert Half Finance & Accounting – Menlo Park, CA
    Today 3hr
    assigned existing and new high net worth clients - NO SALES!! A CFP is a must for this position and you can either work in the SF…
  • 3.4
    Robert Half Finance & Accounting – Palo Alto, CA
    Today 3hr
  • 5.0
    Hire Resolve – United States
    22 days ago 22d
  • 3.5
    Broadway Bank – San Antonio, TX
    26 days ago 26d
    degree in Business, Finance or other related degree preferred. CFP® Certification. Other Qualifications: Ability and willingness…
  • 3.5
    Moneta Group – Clayton, MO
    $40k-$69k(Glassdoor est.)
    NEW
    must possess a JD, CPA, CFP®, CFA® or Master's degree from an accredited institution Must have CFP® or CFA® within three years… 66 and Series 7 licenses or one of the following designations, CFP® or CFA® or PFS or ChFC or CIC In addition to the state registration…
  • 3.0
    Randstad Professionals – Baltimore, MD
    NEW
    CFP Director of Wealth, Financial planning Advisory, and Strategy 150-200k plus bonus A Baltimore Portfolio Company who… who has multiple High Net Equity Owners is seeking a CFP/CFA proven wealth manager to join their team. This Director role will report…
  • 3.4
    Robert Half Finance & Accounting – San Mateo, CA
    NEW
    class portfolios for families and institutions. This unique CFP position allows you to work with clients and Portfolio Managers…
  • 3.4
    Robert Half Finance & Accounting – Menlo Park, CA
    5 days ago 5d
    for a client service associate who has aspirations to pursue a CFP. The firm provides customized strategies for its clientele across…
  • 3.4
    Robert Half Finance & Accounting – Menlo Park, CA
    $34k-$51k(Glassdoor est.)
    5 days ago 5d
    for a client service associate who has aspirations to pursue a CFP. The firm provides customized strategies for its clientele across…
  • 3.4
    Robert Half Finance & Accounting – San Francisco, CA
    5 days ago 5d
    firm scale it's client services department and leverage your CFP. This role can evolve over time to become a Wealth Advisor!…
  • 3.4
    Robert Half Finance & Accounting – San Francisco, CA
    NEW
    efficiency. They are looking to add a seasoned financial planner/CFP to act as the "Point Person" for their clients portfolio management…
  • 3.4
    Robert Half Finance & Accounting – Palo Alto, CA
    $34k-$48k(Glassdoor est.)
    NEW
  • 3.4
    Robert Half Finance & Accounting – San Francisco, CA
    13 days ago 13d
    assigned existing and new high net worth clients - NO SALES!! A CFP is a must for this position and you can either work in the SF…
  • 3.4
    Robert Half Finance & Accounting – San Mateo, CA
    8 days ago 8d
  • 3.8
    Gradient Financial Group – Arden Hills, MN
    7 days ago 7d
    Planning: 2 years Required license or certification: CFP Designation…
  • 3.4
    Robert Half Finance & Accounting – San Francisco, CA
    13 days ago 13d
  • 3.4
    Robert Half Finance & Accounting – Menlo Park, CA
    13 days ago 13d
    assigned existing and new high net worth clients - NO SALES!! A CFP is a must for this position and you can either work in the SF…
  • First Allied – Scottsdale, AZ
    $30k-$44k(Glassdoor est.)
    7 days ago 7d
    independent investment firm is seeking a qualified Financial Planner/CFP to build or manage his or her business or, if desired, to support… after employment/registration. NOTE: Registered individuals (or CFP designation holders who do not hold securities licenses) who…
  • 3.4
    Robert Half Finance & Accounting – Palo Alto, CA
    $34k-$48k(Glassdoor est.)
    17 days ago 17d
  • 3.5
    Moneta Group – Clayton, MO
    $40k-$69k(Glassdoor est.)
    19 days ago 19d
    must possess a JD, CPA, CFP®, CFA® or Master's degree from an accredited institution Must have CFP® or CFA® within three years… 66 and Series 7 licenses or one of the following designations, CFP® or CFA® or PFS or ChFC or CIC In addition to the state registration…
  • 3.4
    Robert Half Finance & Accounting – Redwood City, CA
    17 days ago 17d
    $500 AUM, is looking to add an experienced financial advisor/CFP to their growing team. This is a firm that places the client…
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