NewFinancial Planner (Series 7/63/65/66) JobotFinancial Planner (Series 7/63/65/66)Westborough, MA$120,000–$200,000 / yearInformation 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.
NewFinancial Planner Vaco LLCFinancial PlannerLouisville, KY$100,000–$125,000 / yearDetermining 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.
NewFinancial Advisor JobotFinancial AdvisorWestborough, MA$120,000–$200,000 / yearSince 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.
Financial Advisor AmeripriseFinancial AdvisorTampa, FLYoull have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. • 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).
Financial Advisor Gables Search GroupFinancial AdvisorPittsburgh, PA$100,000–$150,000We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses. Providing various investment advisory services including proposal development, asset allocation modeling, etc.
NewFinancial Advisor- Fee Based Hatteras Capital AdvisorsFinancial Advisor- Fee BasedBrentwood, TNThe ideal candidate will work independently while collaborating with our successful team, benefiting from unlimited earning potential and opportunities to grow a thriving business leveraging our experienced leadership, reputation, and comprehensive range of services. Overview: We are seeking a seasoned Fee-Only Financial Advisor to join our team, expand their existing book of business, and potentially merge with our firm.
Senior Tax Planner Vaco LLCSenior Tax PlannerNew York, NY$150,000–$200,000 / yearDetermining 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. We're looking for an experienced Tax Planning Specialist to join their team and play a key role in delivering high-quality, strategic tax guidance to clients.
Sr Financial Planning Advisor Vaco LLCSr Financial Planning Advisordes moines, IA$150,000–$200,000 / yearDetermining 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.
Planner 804 TechnologyPlannerIrvine, CA$25–$32 / hourFull timeCoordinates cross-functional activities with Quality Assurance, Manufacturing, Purchasing, Engineering, Inventory Control, Shipping/Receiving, and Contract Administration to ensure a smooth flow of materials through the production process and consistent information regarding status and priorities. Plans, prepares, issues, and controls basic production schedules and material requirements to ensure a controlled flow of approved materials timed to meet production requirements.
Associate Private Wealth Advisor The Bahnsen Group LLCAssociate Private Wealth AdvisorPhoenix, AZFull timeThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
Senior Logistical Planner AxelonSenior Logistical PlannerOakland, CA$50–$60 / hourStrong Excel knowledge and experience, especially with VLOOKUP, Pivot Tables, Conditional Formatting, General Formulas, Shortcut Keys. Interact with program management, construction, and business finance organizations regularly to socialize supply plans and related assumptions.
NewFinancial Relationship Adviser Lukas Total WealthFinancial Relationship AdviserNorth Little Rock, ARThe Relationship Advisor will serve as the primary advisor for a portion of our established client base, guiding clients through retirement planning, tax strategy conversations, healthcare and Medicare planning, income planning, estate and legacy considerations, and overall financial coordination through our THRIVE Planning Process. Our planning philosophy centers around the THRIVE Planning Process, focused on Taxes, Healthcare, Risk Management, Income Planning, Vitality, and Estate & Legacy Planning.
NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantRichmond, VAAs a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklongbootcamp to connect with peers and learn from experts.
Financial Advisor Transition Consultant Vaco LLCFinancial Advisor Transition ConsultantAustin, TX$100,000–$125,000 / yearDetermining 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.
Wealth Strategist JobotWealth StrategistPhoenix, AZ$150,000–$175,000 / yearAs 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.
Financial Advisor Associate StifelFinancial Advisor AssociateSanta Rosa, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
NewFinancial Advisor II First Horizon BankFinancial Advisor IIMobile, ALHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Financial Advisor The Piedmont GroupFinancial AdvisorDunwoody, GA$70,000–$160,000 / yearWhether you're an experienced advisor seeking greater independence or a motivated professional ready to launch a career in wealth management, we provide the mentorship, resources, and support to help you build a successful, long-term practice. As a MassMutual General Agency affiliated with one of the nation's Top 7 Independent Broker-Dealers, we combine the financial strength and stability of an industry leader with the flexibility and independence today's advisors value.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)Phoenix, AZ$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewInvestment Consultant Charles SchwabInvestment ConsultantVirginia Beach, VAYou’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
NewWealth Advisor, Wealth Advisory Charles SchwabWealth Advisor, Wealth AdvisoryCampbell, CAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs 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.
NewSenior Manager, Wealth Advisor - Wealth Advisory Charles SchwabSenior Manager, Wealth Advisor - Wealth AdvisoryCharlotte, NCTime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewSenior Manager, Wealth Advisor Charles SchwabSenior Manager, Wealth AdvisorAtlanta, GATime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Certified Financial Planner (CFP) Ivy Way PlacementsCertified Financial Planner (CFP)Shelton, ConnecticutAs a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important ï¬nancial guidance to people looking to protect and build their wealth. Position Summary: As a Financial Advisor with our client’s firm, you will play a critical role in shaping clients’ financial futures through comprehensive planning, investment management, and financial guidance.
CFP - Certified Financial Planner Campbell & Company, Wealth Advisors, and Certified Public AccountantsCFP - Certified Financial PlannerSpring Hill, FloridaOur 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.
Certified Financial Planner®– Matson Capital Matson CapitalCertified Financial Planner®– Matson CapitalScottsdale, ArizonaKey Responsibilities As a CFP® at Matson Capital, you serve as a trusted advisor, helping other advisors transition clients to Matson Capital and guiding those clients after that transition by providing comprehensive financial planning services, including Matson Money’s investment management, and retirement planning, to help clients achieve their American Dream. As a CFP® at Matson Capital, you are a trusted teammate dedicated to helping advisors secure the legacy of their businesses, while building rapport with clients as they transition to Matson Capital.
Certified Financial Planner PEAK Technical Services Inc.Certified Financial PlannerCorning, NY$80,000–$130,000 / yearThe 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.
Certified Financial Planner PEAK Technical StaffingCertified Financial PlannerCorning, NYThe 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.
Certified Financial Planner WealthBridge Financial GroupCertified Financial PlannerFort Wayne, IN$125,000–$185,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Certified Financial Planner - Retirement Solutions Nationwide Mutual Insurance CoCertified Financial Planner - Retirement SolutionsColumbus, OHRemote$87,000–$162,000 / yearAs a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Certified Financial Planner - Bilingual Financial Finesse IncCertified Financial Planner - BilingualNY$115,000–$135,000 / yearRESPONSIBILITIES: Resident Financial Planners are intimately involved in all the following capacities: Financial education and guidance (in both English & Spanish) - facilitate workshops, webcasts, 1 on 1s, and phone-based financial coaching using a proprietary methodology designed to help individuals change their financial habits and behaviors. SUMMARY: At Financial Finesse, the pioneering and leading provider of unbiased workplace financial wellness programs in the country, we are passionate about our business mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to implement and expand our impact.
Certified Financial Planner MBC Talent ConnectionsCertified Financial PlannerLouisville, Kentucky$75,000–$95,000 / yearJoin a collaborative, growth-focused team where you'll receive hands-on mentorship, work directly with clients, and follow a clear path toward becoming a lead advisor. This full-time, hybrid opportunity is ideal for motivated financial professionals who thrive in a client-facing environment and are committed to delivering comprehensive financial guidance while driving business growth.
Certified Financial Planner Talon Hiring SolutionsCertified Financial PlannerBirmingham, ALThis role is responsible for delivering comprehensive financial planning services to high-net-worth individuals and families, helping clients define and achieve their long-term financial goals. Talon Hiring Solutions has a client in the Hoover, AL that is looking for a Certified Financial Planner (CFP®) to join a fast-paced, independent wealth management and financial planning firm.
Certified Financial Planner - Tax Specialist LearnLux IncCertified Financial Planner - Tax SpecialistNYRemote$90,000–$130,000 / yearAbout LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work.
Certified Financial Planner HRU-TechCertified Financial PlannerLittle Rock, ArkansasThe essential functions include, but are not limited to the following: Create financial plans using proprietary planning tools, third-party applications, and in-house managed investment strategies. This involves developing coordinated and comprehensive financial plans, assessing client financial goals, recommending suitable portfolio strategies, and business development functions.
Certified Financial Planner - Tax Specialist (CPA) LearnLuxCertified Financial Planner - Tax Specialist (CPA)Denver, CORemote$90,000–$130,000 / yearExperience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow planning, digital currencies, estate planning, insurance, taxes and more. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work.
PT Instructor, Certified Financial Planner - CFP Central Piedmont Community CollegePT Instructor, Certified Financial Planner - CFPCharlotte, NCMaintain accurate records of student progress and submit final grade rosters to division administrator each semester according to established deadlines. Stay current in their subject matter through professional development, involvement in professional organizations, and attending professional meetings, conferences, or workshops.
Medical Assistant Certified (MA-C) - Primary Care Providence St. Joseph HealthMedical Assistant Certified (MA-C) - Primary CareSeattle, WAFull timeCoursework/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.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, MassachusettsSalem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Additionally, demonstrated Microsoft applications skills (Word and Excel), verbal/written communication skills, ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
Senior Production Planner McKinstrySenior Production PlannerLiberty Park, WA$75,870–$128,900 / yearFull timeYou will serve as a key point of contact for production planning, facilitating alignment across stakeholders, leading planning reviews, and driving continuous improvement initiatives within the production planning function. You will lead the development and execution of complex production schedules, proactively identify constraints, and implement data-driven solutions to improve throughput, resource utilization, and delivery reliability.
Senior Financial Planner AssetMark, Inc.Senior Financial PlannerCharlotte, NC$150,000–$180,000 / yearThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Senior Financial Planner Tompkins Financial AdvisorsSenior Financial PlannerIthaca, New York$110,000–$135,000 / yearFull timeThe Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors – technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations.
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorCharlotte, North CarolinaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Associate Financial Planner (Remote) Edelman Financial Engines LLCAssociate Financial Planner (Remote)Fairfax, VARemote$83,500–$111,300 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Associate Financial Planner (Danville, CA) Edelman Financial Engines LLCAssociate Financial Planner (Danville, CA)Danville, CA$83,500–$111,300 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.