Certified Financial Planner Jobs in the United States
PEAK Technical Staffing
Corning, NY
The role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.
Larson Financial Group, LLC
St. Louis, MO
Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.
Morin Associates, LLC
$58000 - $75000
Groton, CT
We are seeking a Financial Services Assistant who will work directly with a Certified Financial Planner and transition into a licensed advisor over time. The right candidate will receive hands-on training in financial planning, insurance, and retirement strategies.
Jobot
$120000 - $200000
Westborough, MA
Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. 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.
FIRST SERVICE CREDIT UNION
Houston, TX
What You’ll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG’s advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG’s leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP® designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392 Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.
Vaco LLC
$150000 - $200000
New York, NY
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.
Vaco LLC
$160000 - $200000
New York, NY
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 York Life
$80000 - $130000
Melville, NY
Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
One Capital Management, LLC
$100000 - $130000
Hidden Valley, CA
Specific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.
Vaco LLC
$80000 - $85000
Waukesha, WI
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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
CFS
$90000 - $115000
West Hartford, CT
Our client is currently seeking a sharp, detail‑driven Financial Analyst, FPA with strong presentation skills and a passion for data‑driven decision‑making. What This Financial Analyst, FPA role will focus on: Forecasting – Drive forward‑looking analysis, modeling, and strategic insights.
Flagstar Bank
$82113 - $137360
New York, NY
This person plays an active role in guiding the business and is accountable for building and continually improving internally crafted driver-based forecasting, revenue, and expense models to provide deeper insight into efficiency, costs, profitability and accountability to support strategic and tactical decision making in each line of business (LOB). The Senior Financial Planning & Analysis Associate supports Flagstar’s Financial Planning and Analysis department and works closely with Business Unit CFOs and the Production team regarding strategic direction across business units and the consolidated firm.
CFS
$175000 - $210000
Garden City, NY
This is a hands‑on, high‑impact leadership role for a finance executive who thrives in complex environments and is motivated by rebuilding, stabilizing, and modernizing financial operations. Serve as a trusted financial advisor to the CEO, Executive Leadership Team, and Board, translating complex financial data into clear, actionable insights.
Vaco LLC
$180000 - $220000
San Diego, CA
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. The finance organization plays a critical role in driving strategic decision making, enterprise reporting, and analytics, with continued investment focused on elevating FP&A as a technology enabled, strategic function.
Vaco LLC
$145000 - $155000
Raleigh, NC
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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLC
$130000 - $150000
Cary, NC
The FP&A Manager/Senior Manager will lead budgeting, forecasting, and analytical processes, serve as a strategic finance partner to leaders across the organization, and support initiatives tied to automation, reporting improvements, and long-range planning. 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 LLC
$55 - $65
Charlotte, NC
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. From keeping you up to date on market trends and industry expectations, to providing you with valuable insight into the company’s culture, compensation expectations and growth opportunities of specific clients, Vaco will give you the edge you need in today’s highly competitive job marketplace through our direct access to HR departments and hiring managers.
Vaco LLC
$80000 - $95000
Birmingham, AL
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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLC
$90 - $110
San Antonio, TX
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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
The Piedmont Group
$70000 - $150000
Dunwoody, GA
At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business. Our industry-leading platform is designed to help experienced Financial Advisors expand their impact, elevate client service, and accelerate the growth of their practice.
The Piedmont Group
$70000 - $125000
Birmingham, AL
As a Financial Advisor, you will work with individuals, families, and business owners to develop personalized financial strategies while building and managing your own book of business in a supportive, team-oriented environment. If you’re looking to build a rewarding career with long-term growth potential and make a meaningful impact on clients’ financial futures, apply today to learn more about opportunities with The Piedmont Group.
New York Life - Uniondale
$85000 - $150000
Uniondale, NY
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Qualifications:Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
Thoroughbred Advisors - National Life Group
White Plains, NY
Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity.
BNY
Pittsburgh, PA
Compiles and updates short term and long range forecasts using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Performs analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting.
New York Life - The Rabasco Team
Uniondale, NY
Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.
New York Life – Victor, NY Team
$130000 - $160000
Rochester, NY
We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.
Jobot
$160000 - $180000
Bloomington, IN
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. The successful candidate will be responsible for leading the financial planning, budgeting, and forecasting processes, providing strategic financial insights, and driving financial efficiencies.
Midland States Bank
$103700 - $138200
Rockford, IL
Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
Mindlance
$32 - $34
St. Louis, MO
Top 3/5 Skills: ("SERIES 7" OR "SERIES 7, 63, 66") AND (ADVISOR OR "FINANCIAL ADVISIOR" OR "FINANCIAL PLANNER" OR PLANNER OR "FINANCIAL PLANNER ANALYST" OR "FINANCIAL REPRESENTATIVE" OR "INVESTMENT ADVISOR" OR "REGISTERED REPRESENTATIVE"). • Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.
Principal Financial Group
$105000 - $135000
Cincinnati, OH
In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business and build a diverse, inclusive workforce. Concierge support – leadership consulting, marketing and business planning, new business processing, access to key business partners, and case design assistance.
Pace Analytical Services
$80
Little Canada, MN
See Pace Analytical Privacy Policy at https://www.pacelabs.com/privacy-policy/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. This role serves as a trusted advisor—helping drive growth, evaluating performance, and supporting both operational and corporate functions with data-driven insights.
Vaco LLC
$170000 - $200000
New York, NY
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 York Life - Washington DC - Virginia- Maryland
Bethesda, MD
Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Thoroughbred Advisors - National Life Group
Latham, NY
Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity.
New York Life-NJ General Office
$60000 - $90000
Newark, NJ
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.
Texas National Financial Group
$75000 - $130000
Dallas, TX
Whether you’re already licensed and looking to increase your production, or ready to break into financial services with strong mentorship and structure, this role offers hands-on training, real client exposure, and the opportunity to build your own book of business over time. We combine personalized mentorship, innovative tools, and industry-leading training to give our professionals the support they need to grow successful, sustainable businesses.
Jobot
$75000 - $95000
Haughton, LA
Provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis, and other projects requested by senior management. 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.
Jobot
$65000 - $85000
Plano, TX
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. The successful candidate will be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections.
Jobot
$95000 - $130000
Winter Park, FL
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. You will also work closely with project managers to understand profitability and resource allocation and ensure audit package requirements for FDOT, USEPA, and FHWA are met.
Jobot
$90000 - $120000
Lancaster, PA
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. The position provides an opportunity to be part of a key organization which specializes in dynamic and proactive analysis, working with senior management to drive sustainable improvements in business results.
Vaco LLC
$1 - $2
Nashville, TN
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. This role focuses on evaluating advisory practices, identifying opportunities for improvement, and implementing actionable strategies to accelerate success across a nationwide network of teams.
Vaco LLC
$150000 - $160000
San Diego, CA
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. • Own financial setup and ongoing maintenance of projects within a project accounting system such as NetSuite SuiteProject, including WBS alignment, labor planning, vendor setup, revenue planning, and cash milestone tracking.
CFS
$150000 - $170000
New Haven, CT
The ideal candidate will bring strong leadership experience, the ability to manage multiple funding streams and complex revenue sources, and the ability to translate financial data into clear insights that support organizational decision-making. This position plays a critical role in maintaining strong relationships with funding partners and financial institutions while ensuring the organization remains financially sustainable and well-positioned for future growth.
DRB Homes
Houston, TX
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop; kneel; crouch or crawl; talk and hear. The Corporate VP – Regional Finance is a senior level financial management role with responsibility for the Division finance functions in support of the SVP-Finance & CFO’s enterprise-wide financial strategy and governance.
Vaco LLC
$75000 - $100000
Waukesha, WI
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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLC
$135000 - $160000
Raleigh, NC
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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Kforce Inc.
$130000 - $135000
San Francisco, CA
Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.
Vaco LLC
$75 - $80
Fort Worth, TX
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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLC
$160000 - $190000
South Bay, CA
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. Finance Lead – FP&A Lead – Financial Planning & Analysis Lead – Finance Manager – FP&A Manager – Financial Planning & Analysis Manager – Investment Banking – Strategic Finance – Financial Modeling – Advanced Excel.
Vaco LLC
$105000 - $115000
Ponte Vedra Beach, FL
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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.