Company Description. Optas Capital provides personalized financial planning services in Austin, TX, with flexibility for remote work. We offer guidance on all aspects of wealth management, from career changes to major life events like marriage or home buying, to help clients make informed financial decisions. Role Description. This is a full-time hybrid role for a Certified Financial Planner at Optas Capital. The Certified Financial Planner will ...
We are seeking a Certified Financial Planner in Oradell, New Jersey. The role entails providing financial planning services within a CPA firm. You will be responsible for a range of tasks, including processing customer applications, maintaining customer records, and capital management. Responsibilities:• Utilize various accounting software systems for processing customer credit applications accurately and efficiently• Maintain and manage customer...
You’re a Certified Financial Planner (CFP®) passionate about helping clients achieve their retirement dreams. You want to spend your days building comprehensive financial plans—not chasing leads or cold calling. Imagine joining a team that provides your appointments so you can focus entirely on what you do best: guiding clients toward secure, fulfilling retirements. This isn’t just a job. it’s the chance to transform lives, including yours. With ...
Job description. The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive client solutions. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environm...
What's Awesome About Our Client. Long-running firm in growth mode. Emphasizes team collaboration vs focusing on individual production. Excellent reputation (CNBC Top 100 list in 2024). Quick path to ownership. Why this job – CERTIFIED FINANCIAL PLANNER. Financial management firm based in Whitefish, Montana is looking for a Certified Financial Planner to join their firm. The firm has an AUM of almost $2B and constructs their own portfolios. This i...
Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com. CFP in a Second Chair Role. Role profile. Our client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. A dynamic and exper...
Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com. CFP in a Second Chair Role. Role profile. Our client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. A dynamic and exper...
Job Overview. Focus Financial Services & Insurance is a multi line insurance agency and also a growing financial planning firm that is part of the LPL network of advisors through Prudential. We are seeking a certified financial planner to help serve our ongoing boarding of new P&C clients and existing clients. We are a well established P&C agency with over 3000 clients And growing. We are in the early stages of development for our financial plann...
Confidential Job Opportunity: Certified Financial Planner (CFP) – Future Lead Advisor. Location. Mount Vernon, WA (near Anacortes). A reputable financial planning firm in the Mount Vernon, WA area is seeking a. Certified Financial Planner (CFP). with at least 2 years of experience to join their team in a growth-focused role. This is an exceptional opportunity for a motivated planner looking to take the next step in their career, with a clear path...
Location: Wayne, NJ (In-office). Full-time. About Us. Lumida, an SEC-Registered Investment Advisor, is seeking an experienced and dynamic. Certified Financial Planner. to join the team. This individual will use their financial expertise and client management skills to provide outstanding wealth management services and build strong client relationships. The. Certified Financial Planner. will also help improve processes to support our growing clien...
Fortis Lux is a comprehensive financial planning firm that provides wealth management, risk management, trust and estate planning advice and solutions to address the present and future financial needs of our clients. We are looking for a Certified Financial Planner that will work closely with a top producing team. This individual should be highly motivated with a desire to grow and be mentored. . Qualifications. The ideal candidate will have at l...
