1w
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CFP Coach
United States
RemoteContract
CFP certification or passed CFP exam, prior tutoring/teaching/mentoring experience, ability to break down complex problems and connect to practical application, experience delivering virtual coaching.
1d
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CFP Fellow
United States
$45k-$50k/yr RemoteFull Time
0+ YOEMust be enrolled in or have completed a CFP Board-registered education program; strong organization, communication, and admin skills; comfortable with financial planning software, CRM, and virtual meeting tools.
2mo
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CFP Relationship Manager
Chicago or Denver or Lake Mary or Menlo Park or New York or Westlake
$153k-$230k/yr HybridFull Time
CFP certification required; experience in financial planning; ability to explain long-term financial plans; asset consolidation; client relationships; compliant guidance.
Financial planning software, General computer software
2d
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CFP - Paraplanner
Huntsville, Alabama, United States
OnsiteFull Time
3+ YOECFP in good standing, Bachelor's in finance/accounting/economics/business, 3+ years financial planning experience, knowledge of retirement/investments/insurance, CFP Board and NCUA compliance, MoneyGuidePro/Holistiplan experience preferred.
MoneyGuidePro, Holistiplan
1mo
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Advisor, CFP
Denver, Colorado, United States
$120k-$150k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years client service/advisor experience; CFP/CFA or Series 65 (or Series 7+66) licensing required within specified timelines; authorized to work in the U.S.
Orion, Money Guide Pro
3mo
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Wealth Analyst - CFP
Mechanicsburg or Chambersburg
$55k-$65k/yr OnsiteFull Time
1+ YOEBachelor’s in Finance, Economics, Accounting, or Business; actively pursuing FINRA Series 65, CFA, or CFP; 1+ year experience in investment/data/analysis; strong MS Office; SQL or Bloomberg experience preferred.
Microsoft Office, SQL, Bloomberg, Tamarac, Excel
2mo
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CFP - Certified Financial Planner
Spring Hill, Florida, United States
OnsiteFull Time
FINRA Series 65 required; CFP designation required; Series 65 or equivalent; Life License; strong client service and CRM skills.
2mo
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Service Wealth Advisor (CFP)
Houston, Texas, United States
$75k-$100k/yr OnsiteFull Time
3+ YOECFP; Series 65 or Series 7 and 63 within 60 days; 3-5 years client-facing or analysis; experience with Emoney; strong communication; fiduciary mindset.
Emoney
2mo
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Senior Investment Advisor, CFP®
Portland, Oregon, United States
$100k-$150k/yr HybridFull Time
7+ YOEBachelor's degree; 7+ years as an Investment Advisor; active Series 65; CFP designation; experience with high-net-worth clients.
Microsoft Office, eMoney, Charles Schwab, Orion, Wealthbox
1w
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PT Instructor, Certified Financial Planner - CFP
Charlotte, North Carolina, United States
OnsitePart Time
Bachelor's degree and completion of Certified Financial Planner (CFP) delegation; mastery of CFP topic areas; ability to plan instruction, evaluate student learning, and use instructional technology.
1mo
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Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote
Charlottesville, Virginia, United States
RemotePart Time
Bachelor's degree and active CFP required; experience teaching online and familiarity with Canvas LMS preferred; able to teach CFP courses and advise curriculum.
Canvas LMS, Zoom
2mo
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Annuities Wholesaler - CFP
Scottsdale, Arizona, United States
OnsiteFull Time
5+ YOESenior financial analyst experience; proficient in MS Excel; CFA/CPA a plus; Finance/Economics degree; knowledge of forecasting and cost accounting; ERP familiarity.
MS Excel, ERP, Finance databases
1mo
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Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote
Charlottesville, Virginia, United States
RemotePart Time
Bachelor's degree in a related field and active CFP certification required; experience teaching online synchronous courses, curriculum design, and familiarity with Canvas preferred.
Canvas LMS, Zoom
2mo
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Financial Advisor, CFP Professional
Irvine, California, United States
$85k-$100k/yr RemoteFull Time
3+ YOEActive Series 65/66 license; 3+ years client-facing financial planning & advisory experience; strong investments, tax-aware planning, retirement, risk management, and estate knowledge; ability to manage relationships independently.
1w
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Psychologist 9-P11 CFP
Saline, Michigan, United States
$34-$58/hr OnsiteFull Time
2+ YOEMaster's degree in psychology, Michigan psychology license (temporary/master/doctoral/full), 2 years post-degree psychological treatment experience for P11, experience with test administration/scoring, and submission of transcripts, vita, references, and sample reports.
NEOGOV
4d
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Communications Focal Point (CFP) Service Desk
Sumter, South Carolina, United States
OnsiteFull Time
2+ YOE2+ years IT/help-desk and hardware support experience or associate in computer science; DoD 8140 DCWF 451 Intermediate and active Secret clearance required; Tier 1 troubleshooting and account administration skills.
4d
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Communications Focal Point (CFP) Service Desk
Sumter, South Carolina, United States
OnsiteFull Time
2+ YOEAssociates degree or 2+ years IT help desk and computer hardware support experience; DoD 8140 DCWF 451 Intermediate and active Secret clearance required.
3mo
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Financial Advisor
Bangor, Maine, United States
$70k-$100k/yr OnsiteFull Time
5+ YOERequires a 4-year degree; 5-10 years wealth management; Series 65; CFP preferred.
Series 65, CFP
2mo
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Retirement Plan Consultant - Manatee County, FL
Sarasota or Tampa
OnsiteFull Time
High school diploma required; bachelor’s degree preferred; Series 7/66 preferred; appropriate state insurance licenses required; CFP/ChFC desirable; bilingual Spanish/English a plus.
Series 7, Series 66, State Insurance Licenses, CFP, ChFC
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - East Inland Empire, CA (Area)
Palm Springs, California, United States
$70k/yr OnsiteFull Time
2+ YOEAt least 2 years in a financial advisor role or equivalent; active Series 7 and Series 66 licenses; Life, Health and Long Term Care license; bachelor’s degree preferred; CFP preferred.
Series 7, Series 66, Life Insurance License, Health Insurance License, CFP
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