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Senior Financial Advisor - Financial Planning Jobs

1,387 Jobs

  • 3.6
    OpTerra – United States
    $78k-$110k(Glassdoor est.)
    12 days ago 12d
    responsible for preparation of financial reports, business plans, latest estimates and financial/economic analysis for the ENGIE… ENGIE Services North American businesses explaining financial results (past & forecasted) through operational drivers and context…
  • 3.6
    Citadel Federal Credit Union – Exton, PA
    19 days ago 19d
    seeking a SeniorFinancialAdvisor for our retail offices located in Montgomery County. Citadel’s SeniorFinancialAdvisors use their… annuities, equities and fixed income securities in a financialplanning setting. Duties and Responsibilities:  o Provide…
  • 3.6
    eMoney Advisor – Radnor, PA
    $144k-$202k(Glassdoor est.)
    17 days ago 17d
    Management teams. This role will partner with senior leaders across both eMoney Advisor as well as Fidelity Investments (parent company… of overall annual and multi-year planning/forecasting processes in support of eMoney Advisor (and departments within) in alignment…
  • 3.5
    Wells Fargo – Bend, OR
    5 days ago 5d
    to serve as an apprentice to a SeniorFinancialAdvisor while providing clients with financial advice consistent with client goals… a full-time basis and will be partnered with a SeniorFinancialAdvisor. Qualified candidates will enter a comprehensive development…
  • 3.5
    Cardinal Health – Dublin, OH
    NEW
    What FinancialPlanning & Analysis contributes to Cardinal Health FinancialPlanning & Analysis is responsible for being objective… customer and financial impact of CSS savings initiatives and communicate impact to senior leadership. Creates financial models and…
  • 3.7
    Horne LLP – Memphis, TN
    NEW
    accounting and consulting Firm. Learns through Performance Advisor or direct Supervisor proper delegation and management of workload… his/her field after first year of employment with Performance Advisor approval prior to joining. Participates in Full Potential…
  • 3.5
    Wells Fargo – Philadelphia, PA
    5 days ago 5d
    Collaborates with the Senior Director of Planning, the Regional Wealth Planning Manager, and the rest of the Regional Planning team to promote… succession planning, and charitable services along with brokerage services available through Wells Fargo Advisors. WMs mission…
  • 3.7
    Horne LLP – Baton Rouge, LA
    $54k-$67k(Glassdoor est.)
    4 days ago 4d
    accounting and consulting Firm. Learns through Performance Advisor or direct Supervisor proper delegation and management of workload… his/her field after first year of employment with Performance Advisor approval prior to joining. Participates in Full Potential…
  • 3.2
    Comerica – Palo Alto, CA
    4 days ago 4d
    Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor is responsible for contributing to the overall… finances, family relationships, investment objectives and financialplanning; listen, profile, gather information to assess client…
  • AXA Retirement Benefits Group – Plainview, NY
    EASY APPLY
    15 days ago 15d
    division of AXA Advisors, LLC. Together, AXA Advisors and the RBG provide wealth management services and financial education to help… communities. Financial professionals are assigned to employers who have selected AXA Equitable, an affiliate of AXA Advisors, as a product…
  • 3.3
    Cetera Financial Group – El Segundo, CA
    $48k-$72k(Glassdoor est.)
    HOT
    advisors and financial institutions. Cetera is the second-largest independent financialadvisor network in the nation by number of… Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities…
  • Private Ocean – San Rafael, CA
    EASY APPLY
    14 days ago 14d
    client service requests. General financial research and support for senioradvisors. Ideal client must have a Bachelor’… and this position is designed to add support for current senioradvisors to allow them additional freedom for client care. We would…
  • 4.5
    MassMutual Pacific – San Ramon, CA
    EASY APPLY
    $40k-$69k(Glassdoor est.)
    12 days ago 12d
    begins by taking a first step and becoming a FinancialAdvisor*. FinancialAdvisors are independent contractors and are not employees… Switching to a new career as a FinancialAdvisor is a big step. Chances are some financial concepts will be new to you. You…
  • 4.5
    AF Group – Lansing, MI
    NEW
    and forecasting as requested by senior management. Works as financial liaison for Ward Financial Group. Process involves preparation… RESPONSIBILITIES/TASKS: Acts as primary technical advisor on finance related matters, including but not limited to, scorecards…
  • 5.0
    SterlingFreeman – Honolulu, HI
    EASY APPLY
    HOT
    Senior Tax Accountant – Honolulu CPA Firm Tax Senior Accountant – Honolulu CPA Firm Job More than just tax accountants… CONFIDENTIAL consideration for this Senior Tax Accountant opportunity, please click APPLY Senior Tax Accountant (Accounting / Public…
  • 4.1
    Frank, Rimerman +Co., LLP – San Francisco, CA
    $72k-$90k(Glassdoor est.)
    21 days ago 21d
    for the exceptional caliber of its people, and as the trusted advisor to high net worth individuals and families, start-up entrepreneurs… Requisition Number 1029 Title Tax Senior Associate City Palo Alto, San Jose or San Francisco State CA Description…
  • 3.4
    Engie – United States
    7 days ago 7d
    responsible for preparation of financial reports, business plans, latest estimates and financial/economic analysis for the ENGIE… ENGIE Services North American businesses explaining financial results (past & forecasted) through operational drivers and context…
  • 3.3
    Federal Reserve Bank of Richmond – Dallas, TX
    $112k-$155k(Glassdoor est.)
    6 days ago 6d
    Enterprise Configuration Management – Advisor IT-Experienced or Senior The Organization Excellence function works to improve… by: Our Principles o Integrated Business Technology Planning o Risk-based Security o Simplicity and Standardization…
  • 3.3
    Federal Reserve Bank of Richmond – Philadelphia, PA
    $46k-$79k(Glassdoor est.)
    6 days ago 6d
    mission of the FRS. As an innovative partner and trusted advisor, the Treasury Services Division (TSD) delivers and operates… collaborate and/or coordinate with cross functional teams. Senior level position requires a seasoned professional with a full…
  • Artifex Financial Group – Columbus, OH
    EASY APPLY
    7 days ago 7d
    Artifex Financial Group, a fast-growing fee-only financialplanning and investment firm, is seeking a qualified administrative… following would be "nice to have": Investment or financialplanning industry experience An understanding of investment…
  • 5.0
    CMP.jobs – Charlotte, NC
    4 days ago 4d
    maintaining an in-depth understanding of financialplanning, capital markets and the financial services industry. Keep abreast of significant… philosophy. Consult with clients who have more complex financialplanning needs due to high net worth. Provide investment strategies…
  • Lifetime Recruiting Strategies – Louisville, KY
    EASY APPLY
    5 days ago 5d
    The Power to Dream Again! Sales Managers, FinancialAdvisors/Insurance Advisors needed today! If you want your piece of… years of experience in Sales and Sales Management FinancialPlanning with extensive training Platform Must have 4+ years…
  • 4.0
    Securian Financial – Saint Paul, MN
    7 days ago 7d
    incorporate the financialplanning process into their practices. Develop financial plans in collaboration with advisors, including… would do in this job: Consulting with advisors on financialplanning cases, including helping to identify opportunities…
  • 3.7
    ATS – San Diego, CA
    13 days ago 13d
    The Associate FinancialAdvisor’s primary responsibility is to support and work along side the Lead (Senior) Advisor so together,… the Lead Advisor thoughtful and appropriate financialplanning advice for each client. You will support the Lead Advisor and will…
  • 3.4
    First Citizens Bank – Charlottesville, VA
    6 days ago 6d
    SeniorFinancialAdvisors present and sell non-traditional (non-FDIC insured) investments to mass affluent customers and prospects… and prospects to discuss and evaluate all aspects of financialplanning and services; promotes appropriate wealth consulting solutions…
  • 3.5
    Futurity First Insurance Group – Oakbrook Terrace, IL
    5 days ago 5d
    insurance and financialadvisors. With branch offices in major markets across the United States, our community-advisors are empowered… protection, legacy planning and senior health care planning. Futurity First was founded in 2008 and became part of the Senior Market Sales…
  • 3.0
    FTD – Downers Grove, IL
    $139k-$194k(Glassdoor est.)
    HOT
    businesses preferred. Ability to serve as a senior business partner and advisor, influence across the organization on business… decisions to meet plan goals. Provide financial leadership, training and guidance to build financial acumen to improve business results…
  • 4.8
    Tanner, LLC – Salt Lake City, UT
    EASY APPLY
    $63k-$74k(Glassdoor est.)
    25 days ago 25d
    sit for the CPA exam. Our professionals are sought-after advisors and trusted team members who are expected to: Provide ideas… Identify accounting and auditing issues Assist with audit planning Perform audit fieldwork Resolve issues We value…
  • 3.5
    Verizon – Basking Ridge, NJ
    7 days ago 7d
    trusted advisor providing value-added decision support and guidance to executive management. Provide strategic financial and operational… Organization At Verizon, we are building a world-class FinancialPlanning & Analysis (FP&A) organization. We have begun a comprehensive…
  • 4.3
    Independent Capital Management – Ontario, CA
    EASY APPLY
    19 days ago 19d
    Independent Advisor, our financial professionals leverage our open architecture to assist clients with ALL their financial goals: Estate… Independent Capital Management, Inc. is looking for experienced financialadvisors with solid interpersonal skills for our growing Ontario…
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