UNKNOWN

ADAPTED_NOW

YEAR

A Unique Succession Opportunity: Join an established Connecticut practice and work directly alongside the current office leaders over the next several years, learning the business, building relationships, and preparing for a thoughtful leadership transition as they approach retirement. The firm is open to both established leaders ready to step into greater responsibility today and accomplished Senior Tax Managers who are ready to grow into a Principal-level leadership position.

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Jobot

Senior Tax Manager / Principal – Tax & Office Leadership

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

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  Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.

Citizens

Private Client Relationship Manager

TMP PX

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

You'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.

Senior Tax Associate – High Net Worth Clients & Family Office Services

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

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.

Everforth, Cybercoders

Wealth Manager (Multiple openings)

AdvantageAI

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

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

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.

Farm Bureau Financial Services

Wealth Management Strategy Consultant

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

There are few Fortune 100 companies as renowned as we are for our diverse culture, training, and career opportunities. So it should not be surprising that when you work at New York Life—whether as an agent or one of our valued corporate employees—you’re backed by unyielding support, development, and resources. Start here to discover the right career track for you.

New York Life Insurance Company

Corporate Vice President, Advanced Planning Consultant

FEED

Meet with clients remotely over video, chat, and email on the full range of financial topics budgeting, student loans, retirement readiness, equity compensation, debt management, investments and taxes with particular depth in tax planning, investment strategy, estate and trust considerations, and multi-generational wealth transfer. Deep, hands-on experience guiding on complex equity compensation: ISOs, NSOs, RSUs, ESPP, SARs, QSBS concentrated positions, and the associated tax and planning implications, including AMT and mult-year exercise/sale strategy.

LearnLux

Certified Financial Planner, High Net Worth Client Planner

GreenHouseAPI

Associate Financial Planner Job Summary: Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which include management of both internal and external workflows. Lead Financial Planner Job Summary: Serve as the primary contact for assigned clients, developing customized financial plans, retirement strategies, and investment analyses using proprietary software.

Macpower Digital Assets Edge Private Limited

Financial Planner (Associate & Lead)

jobdiva

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Beacon Pointe Advisors

Senior Financial Planner

The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client’s financial plan, which include management of both internal and external workflows. INSIDE Public Accounting- Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020).

Cain Watters & Associates

Associate Financial Planner Intern - Spring 2028

ea_via_bold

The attributes we look for in a Financial Planner include: Possessing deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans. Our knowledge and experience, combined with the firm's capabilities and resources, allow us to deliver high-quality services and financial solutions at every stage of life.

Transcend Practice Management

Financial Planner

Crelate

As a Financial Advisor / Financial Planner , you will serve as a primary point of contact for assigned wealth-management clients and work closely with senior advisors and other members of the financial planning team. If you are an experienced Financial Advisor / Financial Planner in Buffalo Grove, IL with 3+ years of direct client-facing financial planning experience and an active Series 65 or Series 66 license , we encourage you to apply.

Terra Talent Consulting

Financial Planner - Lead

Manatal

To qualify for this opportunity you possess: Knowledge in Financial Planning and key concepts; Previous experience in Naviplan and Snap software is an asset; Proficient in Microsoft Office with a willingness and ability to learn new applications; Skill in client service, time management, and decision making; Excellent Organizational, multi-tasking, and prioritizing skills; Problem solver and exercises sound judgement; The ability to within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail; Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills; Work independently as well as collaboratively within a team environment; Assist others with flexibility and willingness as required; Exercise tact and discretion in the handling of confidential information; and. '','''','''','''',''Financial Planning'',''Financial Planning'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver, CA-ON-Ottawa-Ottawa, CA-AB-Calgary-Calgary'',''CA-BC-Vancouver-Vancouver, CA-ON-Ottawa-Ottawa, CA-AB-Calgary-Calgary'',''Branch'',''Branch'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''657682'',''657682'',''true'',''657682'',''false'',''Submission for the position: Financial Planner (Evergreen) - (Job Number: 2600392)'',''false'',''657682'',''false'',''true''.

Raymond James Financial Inc

Financial Planner (Evergreen)

Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients. Lead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.

Financial Planner Jobs in the United States

Senior Tax Manager / Principal – Tax & Office Leadership Jobot

Wealth Strategist Jobot

Senior Investment Strategist Jobot

Private Client Relationship Manager Citizens

Licensed Paraplanner Jobot

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Paraplanner Vaco LLC

Wealth Manager (Multiple openings) Everforth, Cybercoders

Portfolio Manager-Investment Management Group Rockland Trust

Wealth Manager Everforth, Cybercoders

Wealth Management Strategy Consultant Farm Bureau Financial Services

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

Certified Financial Planner, High Net Worth Client Planner LearnLux

Financial Planner (Associate & Lead) Macpower Digital Assets Edge Private Limited

Senior Financial Planner Beacon Pointe Advisors

Associate Financial Planner Intern - Spring 2028 Cain Watters & Associates

Financial Planner Transcend Practice Management

Financial Planner - Lead Terra Talent Consulting

Financial Planner (Evergreen) Raymond James Financial Inc

Lead Financial Planner Globalchannelmanagement

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