- 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 ... in finance, business, accounting, or a related field (Master's degree preferred). Certifications: CFP (R) (Certified Financial Planner ) required; CFA, CPA, or… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid; 3 ... days Join a growing financial services firm known for delivering high-touch, personalized advice....Bachelor's degree in Finance, Economics, or related field + CFP (R) or Series 65 certification required + 5-7+ years… more
- Edward Jones (St. Louis, MO)
- …More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's degree ... put their clients first in everything they do. The Senior Planner will serve as a conduit...Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and… 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
- Robert Half Finance & Accounting (Marin County, CA)
- …Services Division is partnering with a fast-growing, white-glove service firm to recruit a Senior Planner to join their dynamic team. This is a high-profile role ... for a financial planning professional who blends technical depth with strong...blends technical depth with strong emotional awareness. As a Senior Planner you'll partner closely with advisors… more
- DarkStar Intelligence LLC (Colorado Springs, CO)
- OPERATIONS PLANNER - TASK LEAD/ SENIOR Location: Colorado Springs, CO | Type: Full-Time | Clearance: TS/SCI - SAP Eligible Note: This position is part of an ... upon contract award. Overview DarkStar Intelligence is seeking a Senior Operations Planner to serve as Task...support internal and external coordination. + Lead and support CFP -FP and ICT activities, including system tracking, briefings, and… more
- DarkStar Intelligence LLC (Colorado Springs, CO)
- Senior Operations Planner Location: Colorado Springs, CO | Type: Full-Time | Clearance: TS/SCI - SAP Eligible Note: This position is part of an active proposal ... and are contingent upon contract award. Overview DarkStar Intelligence is seeking a Senior Operations Planner who will provide subject matter expertise and… more
- US Bank (Denver, CO)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** The PWM Wealth Planner is focused on providing clients with comprehensive and...work directly with clients, or in conjunction with the senior team members. Basic Qualifications - Bachelor's degree or… more
- T. Rowe Price (Owings Mills, MD)
- …planning topics and methodology. Responsibilities + Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver ... Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual...+ 5+ years of total relevant work experience + CFP designation - Must be current and active to… more
- The City of Rochester, MN (Rochester, MN)
- Senior Financial Analyst - RPU Print...Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner ( CFP ) + Certified ... (https://www.governmentjobs.com/careers/rochester/jobs/newprint/5147764) Apply Senior Financial Analyst - RPU Salary $88,718.00 - $130,469.00 Annually Location… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with...make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor ... a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
- Columbia Bank (Eugene, OR)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They… more
- Fifth Third Bank, NA (Columbus, OH)
- …for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held ... (estate, tax, insurance, option, investment, retirement). + Reviews all client deliverables for which planner is the lead. + Plays a major role in the sales process… more
- Deloitte (Princeton, NJ)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring,"… more
- Deloitte (Raleigh, NC)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Kansas City, MO)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Wells Fargo (Boston, MA)
- …and/or professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- Wells Fargo (Phoenix, AZ)
- …and/or professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- Deloitte (Pittsburgh, PA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more