- USAA (Colorado Springs, CO)
- …MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP) designation 10 or more years of Retirement Planning and/or ... USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Kestra Financial (Avon, CT)
- We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... or a related field (Master's degree preferred). Certifications: CFP(R) (Certified Financial Planner ) required; CFA, CPA, or other relevant designations… more
- Charles Schwab (Westlake, TX)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- Equitable (Troy, MI)
- Emerging Financial Planner - MICHIGAN (5068) ( 250000LK ) **Primary Location** : UNITED STATES-MI-Troy **Other Locations** : UNITED STATES-MI-Kalamazoo, UNITED ... financial goals and needs * Educate clients on financial products and services * Collaborate with senior advisors to deliver financial solutions * Stay… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Rosario - I'd love to connect! About the Role We are seeking a Financial Planner to deepen client relationships and deliver comprehensive wealth management ... leadership, and exceptional client service. You will work closely with senior advisors, guide team members, and ensure clients receive personalized, high-quality… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description About the Role We're looking for an experienced Financial Lead Planner to strengthen client relationships and deliver comprehensive financial ... expertise, leadership, and exceptional client service. You'll collaborate with senior advisors, mentor team members, and ensure clients receive personalized,… more
- Peraton (Honolulu, HI)
- Responsibilities Peraton is seeking a Senior Business and Financial Operations Specialist (Exercise Planner ) to support the United States Army Pacific ... from the concept phase, plan the exercise, and prepare and provide a senior -level concept of operation brief + Experience supporting and managing an exercise budget… more
- UMB Bank (Kansas City, MO)
- …high value family client segments as a client-facing Wealth Planner + Senior mentor for other financial planners on the team; regularly provides guidance ... Individual contributor, experienced Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients Role...and feedback on financial planning best practices + Point of escalation within… more
- KeyBank (Elkhart, IN)
- …Parkway, Elkhart Indiana **Job Summary** The Senior Wealth Planner ( Planner ) is responsible for delivering financial planning experience to Key Private ... to ultra-high net worth clients (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (required) **Tactical Skills** + Expertise in… more
- Under Armour, Inc. (Baltimore, MD)
- …**Purpose of Role** The Lead, Global Merchandise Financial Planner - Footwear (Run, Sportstyle, ... Lead, Global Merchandise Planner - Footwear **Lead, Global Merchandise Planner...Outdoor, Youth) is responsible for managing and forecasting financial targets across global markets, driving alignment with Under… more
- Michaels (Carpenter, IA)
- …and execution of basic assortment exit strategies for resets + Partner with Financial Planner to develop and execute SKU rationalization goals **Purchase ... Support Center - Irving Category Management Planner is key business partner with Buyer/ Sr...Planning** + Use MFP (Michaels Financial Planning) to create weekly sales, margin and inventory… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …performs a range of routine professional planning assignments under the supervision of a Senior Financial planner . Assist in developing and implementing ... related to the merchandising financial planning tools. - Assists Senior Financial planner in creating store projections. Prepares communication to the… more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible ... Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized...with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with… more
- Kestra Financial (San Antonio, TX)
- …service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support ... Mission Financial Planners, LLC is seeking a Senior...operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage… more
- Vanguard (Malvern, PA)
- …as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a leading financial ... more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + Certified Financial Planner (R) designation required. + Series 7,… more
- Equitable (Charlotte, NC)
- …7 and 24 licenses **Preferred Qualifications:** + Degree in Accounting or Finance + Certified Financial Planner or Divorce Financial Planner + 2 years ... Financial Planning Principal ( 250000NA ) **Primary Location**...issue resolution. + Escalate high-risk or complex matters to senior leadership with appropriate documentation and recommendations. + Apply… more
- The City of Rochester, MN (Rochester, MN)
- Senior Financial Analyst - RPU Print...Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner (CFP) + Certified Internal Auditor ... (https://www.governmentjobs.com/careers/rochester/jobs/newprint/5147764) Apply Senior Financial Analyst - RPU Salary $88,718.00 - $130,469.00 Annually Location… more
- Principal Financial Group (Mount Pleasant, SC)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...We are open to hiring up a level to Sr . Managing Director based on experience. **Work Authorization/Sponsorship** At… more
- Equitable (Philadelphia, PA)
- …for hire + Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to employee and ... Financial Professional - Retirement Benefits Group - PA,...areas of focus + Ability to work jointly with senior joint-work partners and to be coached by top… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner (CFP) designation preferred. ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
