7 cfp jobs at 6 companies in Rockford, IL
2mo
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Trust Officer Sr
Dubuque or Big Lake or Rockford
$83k-$158k/yr HybridFull Time
10+ YOECollege degree; 10 years of trust and planning experience; CTFA or CFP designation; strong sales, investment knowledge, and interpersonal skills.
Microsoft Office
2w
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Financial Advisor
Rockford, Illinois, United States
$80k-$140k/yr HybridFull Time
3+ YOEBachelor's degree in finance/business, minimum 3 years financial advising or wealth planning experience, CFP/ChFC preferred, strong communication and regulatory compliance commitment.
2mo
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EHS Manager
Dixon, Illinois, United States
$103k-$134k/yr OnsiteFull Time
5+ YOEBachelor of Science in safety/related field; 5+ years EHS leadership in manufacturing; master’s and CSP/CIH/CFPS/CHMM preferred; relocation eligible; US work authorization.
1w
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J.P. Morgan Wealth Management - Private Client Advisor - Rockford, IL
Rockford, Illinois, United States
$48k/yr OnsiteFull Time
2+ YOERequires 2+ years of financial advisory or equivalent financial services experience, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses. CFP and bachelor's degree preferred.
digital technology
3mo
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Personal Financial Counselor, Assignment Ready Counselor, PFC- Rockford, IL
Rockford, Illinois, United States
$58k-$94k/yr RemotePart Time
3+ YOEBachelor's degree required; 3+ years financial counseling; US citizen; English; bilingual Spanish optional; AFC/CFP/ChFC certifications; valid driver license; able to obtain Tier 2 DoD investigation; OCI disclosure.
3w
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Senior Tax Strategy Advisor
Rockford or Beaverton or Fullerton or Los Gatos or Walnut Creek or Westlake Village
$140k-$180k/yr HybridFull Time
10+ YOECPA or EA required, Bachelor's in Accounting/Finance/Business required, CFP/PFS required within 1 year, 10+ years tax and financial planning experience with high-net-worth clients, proficiency in tax software and Microsoft Office.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Roscoe, IL
Roscoe, Illinois, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 required (or obtained within 60 days), life/health/long-term care insurance license required (or obtained within 60 days); CFP and bachelor’s degree preferred.