UNKNOWN

ADAPTED_NOW

YEAR

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Jobot

Financial Planner (Series 7/63 or 65/66)

The Lead Financial Planner will be responsible for developing comprehensive financial plans, ensuring regulatory compliance, and delivering holistic wealth management strategies that help clients achieve their long-term goals. Deep technical knowledge of financial planning disciplines including retirement income planning, tax-aware investing, estate planning coordination, insurance analysis (life, long-term care), and annuities.

Everforth, Cybercoders

Lead Financial Planner

AdvantageAI

Experience serving affluent or high-net-worth clients is highly desirable, particularly clients with $500,000+ in investable assets; experience with clients holding $1 million–$5 million or more is especially valuable. 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.

Financial Advisor

Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

Senior Financial Advisor / Private Wealth Advisor

HOUR

The Complex Discharge Planner plays a vital role in managing patient flow from Concord Medical Center (CMC) and Walnut Creek Medical Center (WCMC) to post-acute care settings, including Skilled Nursing Facilities (SNFs), Residential Care Facilities for the Elderly (RCFEs), board-and-care homes, and other lower levels of care. See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/privacy and Terms of Use at https://www.sonicjobs.com/terms.

John Muir Health

RN - Complex Discharge Planner - Cross Campus - CMC & WCMC - AS Utilization Management - Full Time - 8 Hour - Days

SonicJobs

Tax Strategy: Lead proactive tax planning efforts, ensuring tax-efficient solutions are seamlessly woven into clients' overall wealth plans (e.g., tax-loss harvesting, Roth conversions, charitable giving strategies). 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.

Tax Professional/Wealth Advisor

Our highly experienced recruiters are always available (24/7, or specify hours) to personally go over assignment details, answer questions, and provide ongoing support, making your transition seamless and stress-free. Diverse Opportunities: Whether you're a seasoned RN, a specialized therapist, or a skilled tech, we provide access to a wide range of rewarding assignments across the country in both the Nursing and Allied Health sectors.

WEEK

TravSource

Travel Discharge Planner - $2,687 per week

One Red Cent - Marketplace

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 be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies.

Wealth Advisor

Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Pay package is based on 8 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined.

Care Career

Travel Discharge Planner - $2,807 per week

This position is a key role that manages the supply chain core functions from planning analysis, part review, supplier bids/negotiations, delivery, and quality assurance support that results in best value to meet critical assembly, development testing, and race team activities. The purpose of this position is to plan production requirements, provide forecasts to key suppliers, source parts and services, and purchase parts and materials (both internally, within HRC shops, and externally via outside suppliers) to support production, development, and race component requirements.

Honda Racing Corporation USA

Contingent Buyer/Planner

Capital Markets Placement_feed

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. By developing financial plans, organizing client information, and working closely with advisors, they help ensure clients receive thoughtful, accurate, and coordinated financial guidance.

Licensed Paraplanner

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. Deep experience with alternatives and private markets, including private equity, private credit, hedge funds, structured solutions, and related operational workflows.

Senior Investment Strategist

As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. 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.

Wealth Strategist

The Wealth Manager will build and maintain deep client relationships, develop tailored wealth strategies, coordinate with internal and external partners (tax, legal and investment teams), and ensure regulatory compliance while contributing to business growth. We are seeking experienced Wealth Managers to join our growing team to provide comprehensive financial planning and investment management services for high-net-worth and affluent clients.

Wealth Manager (Multiple openings)

License Requirement: Applicants must hold current Series 7 and Series 66 (or Series 63 & 65) licenses, along with an active Life and Health Insurance license, at the time of hire. Monitor and review clients' financial plans regularly, making adjustments as needed to achieve desired outcomes.

The Piedmont Group

Licensed Financial Advisor

WizeHire

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. An established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs.

Vaco provides expert consulting, permanent placement, executive search and strategic stafﬁng for companies around the world, in the areas of accounting, ﬁnance, technology, healthcare, operations, administration and more. As a premier talent solutions ﬁrm, Vaco connects people to their dream jobs and helps leading companies ﬁnd talent to grow their business. Since its founding in 2002, Vaco has grown to more than 35 ofﬁces across the globe, 700+ employees, more than 3,000 consultants and $450M in revenue. Vaco has been named to Inc. magazine’s list of the fastest-growing private companies for past 11 years and is dedicated to developing long-term relationships, life-long careers and creative client solutions.

Vaco LLC

Paraplanner

Financial Support: Training subsidy available for eligible candidates during early stages • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period.

New York Life - Roseville

The Wealth Manager will build and maintain client relationships, develop tailored financial plans, manage investment strategies, and coordinate with tax, legal, and estate professionals to help clients achieve their long-term financial goals. 3+ years of experience in wealth management, private client advisory, or related financial advisory roles, with a proven track record managing high-net-worth clients.

Wealth Manager

As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.

Rockland Trust

Portfolio Manager-Investment Management Group

Ivy Exec

FULL_TIME

POSTING_API

In this strategic consulting role, you'll serve as a trusted resource to advisors and representatives, providing advanced guidance on investment products, portfolio construction, financial planning concepts, and practice management strategies. If you're passionate about investment research, advisor development, and delivering exceptional support that helps clients pursue their financial goals, this is an opportunity to make a meaningful impact.

Farm Bureau Financial Services is looking for people to join our team. Are you interested in running your own business and helping others? As a Farm Bureau agent, you’ll sell insurance products, but being an agent is about so much more – it’s about building relationships and being an advocate for people in your community.
Founded more than 75 years ago, we started off providing insurance for farmers. Today, we help people from all walks of life – rural, urban, and everything in between. We couldn’t be more proud of our heritage and our close relationship with the Farm Bureau federations in the states where we do business. When it comes to protecting livelihoods and futures, we’ve got it covered with a wide variety of property/casualty, life insurance, and financial services products. 
When you make a commitment to be a Farm Bureau agent, we make a commitment to you. We believe that little things make a big difference in your career, and at Farm Bureau, that means deciding on a work schedule that fits your life, new agent financing, marketing support, training and education, cash bonuses, incentive travel, and most importantly, you’ll be backed by a team of talented and supportive individuals who want to see you succeed. 
We invite you to take control of your professional future by visiting beafarmbureauagent.com. Click <a href="http://www.beafarmbureauagent.com/" target="_blank">Get Started</a> and apply today.

Certified Financial Planner Jobs in the United States

Financial Planner (Series 7/63 or 65/66) Jobot

Lead Financial Planner Everforth, Cybercoders

Financial Advisor Jobot

Senior Financial Advisor / Private Wealth Advisor Jobot

RN - Complex Discharge Planner - Cross Campus - CMC & WCMC - AS Utilization Management - Full Time - 8 Hour - Days John Muir Health

Tax Professional/Wealth Advisor Jobot

Travel Discharge Planner - $2,687 per week TravSource

Wealth Advisor Jobot

Travel Discharge Planner - $2,807 per week Care Career

Contingent Buyer/Planner Honda Racing Corporation USA

Licensed Paraplanner Jobot

Senior Investment Strategist Jobot

Wealth Strategist Jobot

Wealth Manager (Multiple openings) Everforth, Cybercoders

Licensed Financial Advisor The Piedmont Group

Paraplanner Vaco LLC

Financial Advisor New York Life - Roseville

Wealth Manager Everforth, Cybercoders

Portfolio Manager-Investment Management Group Rockland Trust

Wealth Management Strategy Consultant Farm Bureau Financial Services

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