606 Results for

Certified Financial Planner Jobs in the United States

Jobs

New!

Corning, NY3 days ago

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.

New!

Westborough, MA1 day ago

$120,000–$200,000 Per Year

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. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

Tampa, FL12 days ago

Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given. Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals.

New!

Westborough, MA1 day ago

$100,000–$140,000 Per Year

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. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

New!

Westborough, MA1 day ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. 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.

New!

Westborough, MA1 day ago

$120,000–$200,000 Per Year

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.

New!

New York City, NY3 days ago

$150,000–$200,000

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. Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting.

New!

Miami, FL1 day ago

Deliver comprehensive, goals-based wealth plans for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and closely held entities within the U.S., including clients with complex domestic and cross-border considerations. This role partners with financial advisors, relationship managers, and product teams to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, wealth transfer, philanthropic strategies, and investment-related tax optimization.

Newport Beach, CA26 days ago

The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

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.

New!

New York, NY3 days ago

$150,000–$200,000

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!

New York, NY3 days ago

$160,000–$200,000

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!

Cleveland, OH3 days ago

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team. This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship.

Elmhurst, IL13 days ago

$30.46–$45.69 Per Hour

Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties.

New!

Santa Barbara, CA6 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New!

Oxnard, CA1 day ago

$60,000–$75,000

New!

Waukesha, WI3 days ago

$80,000–$85,000

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.

New!

Southington, CT4 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Monroe, WA18 days ago

$60,000–$75,000

Sauk City, WI15 days ago

Stillwater, MN7 days ago

$60,000–$75,000

Seattle, WA15 days ago

$60,000–$75,000

Issaquah, WA15 days ago

$60,000–$75,000

New Port Richey, FL15 days ago

Katonah, NY15 days ago

Stamford, CT15 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Orlando, FL8 days ago

West Hartford, CT15 days ago

Ballwin, MO15 days ago

Fort Lauderdale, FL15 days ago

New Haven, CT15 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Punta Gorda, FL11 days ago

Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.

New!

San Jose, CA3 days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

New!

Detroit, MI1 day ago

$160,000–$240,000 Per Year

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. We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

Westborough, MA13 days ago

$80,000–$150,000 Per Year

Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.

New!

Birmingham, ALToday

$70,000–$150,000 Per Year

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. Advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.

New!

Dunwoody, GA5 days ago

$70,000–$160,000 Per Year

As a general agency of MassMutual affiliated with a Top 8 Independent Broker Dealer, we combine the strength of an established financial institution with the business-minded freedom advisors value most. The Piedmont Group delivers the support and flexibility needed to help you expand your business, strengthen client relationships, and build long-term success—on your terms.

New!

Plano, TX5 days ago

$90,310–$162,550 Per Year

Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security.

Peru, IL11 days ago

$106,250–$141,650 Per Year

6-8 years previous experience in investment management and/or financial advisory services with a demonstrated ability to develop, manage and maintain client relationships. Acts as financial expert to our clients and employees staying abreast of industry and regulatory updates, the economy and financial markets.

New!

Nashville, TN3 days ago

$1–$2

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.

Spring Hill, Florida30+ days ago

Our team is led by experienced professionals, including Jackie Campbell, an Investment Adviser Representative with both CFP® certification and CPA license, ensuring we always act in our client's best interests. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys.

Bellevue, WA25 days ago

Full-time
Employee

Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educators. * Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).

Louisville, Kentucky30+ days ago

$75,000–$95,000 Per Year

You'll work alongside experienced fiduciary advisors, receiving structured training while progressing from support responsibilities to leading client engagements based on performance. It offers early-career financial advisors a fast-track path to growth through hands-on mentorship, access to established client relationships, and a clear trajectory toward becoming a lead advisor.

Omak, WA26 days ago

$5,666–$7,622 Per Month
Temporary
Contractor
Full-time

In coordination with and at the request of regions, teach forestry-related topics for WSU Extension and other education programs, including Forest Owners Field Days, Forest Stewardship Coached Planning Courses, Family Forest Advisors Workshops, Contract Logger’s Trainings, conservation districts, colleges, and others across the assigned work area. Coordinate with other DNR programs and external public and private service providers to develop environmental planning outreach materials for, and make presentations to family forest landowners, natural resource professionals who advise them, loggers, and other audiences to provide information on the services available to them from NRCS.

Colville, WA26 days ago

$5,666–$7,622 Per Month
Temporary
Contractor
Full-time

Seattle, WA17 days ago

Full-time
Employee

Coursework/Training - Has completed two years of medical training in the United States Armed Forces or, Coursework/Training - Minimum one year of work experience as a medical assistant that includes the following clinical skills: obtaining vital signs, administering injections, and medication administration. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.

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Certified Financial Planner Jobs in the United States

Jobs

Certified Financial PlannerPEAK Technical Staffing

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

Personal Financial PlannerNYL-Jian Guan

Financial Advisor (2 Openings)Jobot

Financial Advisor (CFP Preferred)Jobot

Financial AdvisorJobot

Tax PlannerVaco LLC

Director, HNW Wealth PlannerSantander Holdings USA Inc

Senior Tax PlannerBeacon Pointe Advisors LLC

Financial Advisor (sales) **Licensing and Training Provided**New York Life

Sr. Tax PlannerVaco LLC

Senior Tax PlannerVaco LLC

Servicing Financial AdvisorTrue North Consultants, Inc.

Discharge Planner MSWEndeavor Health

Financial Consultant - Santa Barbara, CAFidelity Investments

Financial Consultant - Thousand Oaks, CAFidelity Investments

Lead Financial AdvisorVaco LLC

Financial Consultant - New Haven, CTFidelity Investments

Financial Consultant- Redmond, WAFidelity Investments

Financial Consultant- Madison, WIFidelity Investments

Financial Consultant- Oakdale, MNFidelity Investments

Financial Consultant - Seattle, WAFidelity Investments

Financial Consultant- Bellevue, WAFidelity Investments

Financial Consultant - Clearwater, FLFidelity Investments

Financial Consultant - Greenwich, CTFidelity Investments

Financial Consultant - Stamford, CTFidelity Investments

Financial Consultant - Winter Park, FLFidelity Investments

Financial Consultant - West Hartford, CTFidelity Investments

Financial Consultant - St. Louis, MOFidelity Investments

Financial Consultant - Ft. Lauderdale, FLFidelity Investments

Financial Consultant - Fairfield, CTFidelity Investments

Financial Advisor X2Pitisci & Associates

CFO AdvisorJoseph Michaels International

Senior Tax Manager (Trust and Estates)Jobot

Financial AdvisorNYL - Boston

Licensed Financial AdvisorThe Piedmont Group

Financial AdvisorThe Piedmont Group

Manager, Retirement Income – Life CompanyUSAA

Wealth AdvisorMidland States Bank

Advisor Success ManagerVaco LLC

CFP - Certified Financial PlannerCampbell & Company, Wealth Advisors, and Certified Public Accountants

Financial Advisor -R26_0028Ameriprise Financial

Certified Financial PlannerMBC Talent Connections

North Central Conservation PlannerWashington State Department of Natural Resources

Northeast Conservation PlannerWashington State Department of Natural Resources

Medical Assistant Certified (MA-C) - Primary CareProvidence St. Joseph Health

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