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Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.

Aprio

Senior Financial Planner

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Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.

Blue Trust Inc

Financial Planner

Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.

YEAR

Financial Planner - Family Office

This role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting). Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients' goals and any changes in their circumstances.

SDL Search Partners

Assistant Financial Planner/CFP

Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.

EP Wealth Advisors LLC

Senior Financial Planner - Remote (PST Time Zone)

This is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M-$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies-with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.

Virtus

Senior Financial Planner/Wealth Strategist - KAR

This individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Idbny

Coordinate the clients’ financial plan by working with the Isabella Wealth team, attorneys, accountant and others to accomplish the goals and objectives of the client. Meet with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes and manage investments.

Isabella Bank

Canadian Lakes Financial Advisor

We are seeking experienced Personal Financial Advisors (Private Wealth) to contribute their expertise to the development of next-generation AI-powered financial advisory solutions. Contribute subject matter expertise to improve AI systems designed for financial planning, investment advisory, and wealth management.

Weekday AI

Personal Financial Advisor (Private Wealth)

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

WSFS Bank

Associate Financial Advisor

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Premier Advisor, Hickory, NC

Premier Advisor - Louisville, KY

Premier Advisor - Lynchburg, VA

Premier Advisor - Lakeland, FL

As a senior member of Delta Community Retirement & Investment Services' Advisory Services Team, the Wealth Advisor will take on a mentorship role, driving the success of the practice and delivering comprehensive, high-level wealth management and financial planning services to a growing clientele. This position is ideal for a proven leader and lifelong learner who excels at simplifying complex financial scenarios, is committed to reducing uncertainty for clients, and can provide actionable insights that encourage clients to take charge of their financial future.

Delta Community Credit Union

Wealth Advisor

The Client Relationship Manager will partner closely with the firm's Wealth Managers to provide exceptional service to clients while supporting the implementation of investment management and comprehensive wealth planning strategies. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Focus Financial Partners

Client Relationship Manager

Key Responsibilities: Build value-adding relationships with internal customers and important working organizations including Customer Service, Project Engineering, Product Engineering, Manufacturing, and Finance by communicating openly and respectfully to create dialogue. At Westinghouse, we recognize that our employees are our most valuable asset and we seek to identify, attract and recruit the most qualified talent while recognizing and encouraging the value of diversity in the global workplace.

Westinghouse Nuclear

Inventory Buyer/Planner

This role will support and drive the processes, analytics, and cross-functional decision-making needed to improve in-stock levels at Banner and across distributor channels while balancing customer service, working capital, operational constraints, and product lifecycle priorities. The position will partner closely with Operations, Commercial, Product Management, Supply Chain, and regional teams to translate demand signals, stocking policies, service-level expectations, and product-family strategies into actionable inventory plans.

Banner Engineering

Senior Supply Chain Planner (Inventory Planning & Stocking Strategy)

In this role, you will collaborate with Product and Program Management, Business Development, Finance, Supply Chain, Operations, and customers to improve demand accuracy, align demand with supply capabilities, and support the Sales, Inventory, and Operations Planning (SIOP) process. Your mission is to develop and maintain a minimum 36-month rolling demand plan, improve forecast accuracy, identify risks and opportunities, and provide data-driven insights that support revenue, inventory, and gross margin objectives.

RTX Corp

Principal Specialist, Demand Planner (Onsite)

Basic Qualifications - Bachelor's degree or equivalent work experience - Typically 10 or more years of weath planning experience Preferred Skills/Experience - Strong client presentation skills - Proficiency to learn and present with planning software - Basic knowledge of financial planning concepts - Ability to independently learn complex planning concepts & software -JD, CPA, CTFA, CFP and/or advanced degree - Extensive knowledge of Wealth Management products & services - Problem solving and analytical skills - Effective verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Certified Financial Planner Jobs in the United States

Senior Financial Planner Aprio

Financial Planner Blue Trust Inc

Financial Planner - Family Office Blue Trust Inc

Assistant Financial Planner/CFP SDL Search Partners

Senior Financial Planner - Remote (PST Time Zone) EP Wealth Advisors LLC

Senior Financial Planner/Wealth Strategist - KAR Virtus

Financial Planner Idbny

Canadian Lakes Financial Advisor Isabella Bank

Personal Financial Advisor (Private Wealth) Weekday AI

Associate Financial Advisor WSFS Bank

Premier Advisor, Hickory, NC Truist Financial Corporation

Premier Advisor - Louisville, KY Truist Financial Corporation

Premier Advisor - Lynchburg, VA Truist Financial Corporation

Premier Advisor - Lakeland, FL Truist Financial Corporation

Wealth Advisor Delta Community Credit Union

Client Relationship Manager Focus Financial Partners

Inventory Buyer/Planner Westinghouse Nuclear

Senior Supply Chain Planner (Inventory Planning & Stocking Strategy) Banner Engineering

Principal Specialist, Demand Planner (Onsite) RTX Corp

Private Wealth Management Senior Wealth Planner U.S. Bank

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