3mo
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Financial Planner- Remote
United States
$38k-$40k/yr RemoteFull Time
Entry-level financial planner providing counseling on financial aid, eligibility, and student finances; strong customer service and confidentiality.
MS Office, Salesforce, Internet, Database software
1mo
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Financial Planner - Entrepreneurial Path
Raleigh, North Carolina, United States
HybridFull Time
0+ YOEEntry-level financial planner to build client practices with sales, business development, and relationship skills.
3w
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Financial Planner
Ridgeland or Mobile or Santa Rosa Beach or United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years in financial services, CFP or CWS (or pursuing), strong financial analysis and communication skills, proficiency in Microsoft Office and financial planning software.
Money Guide Pro, Microsoft Office
2mo
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Financial Planner
Jackson, Mississippi, United States
OnsiteFull Time
3+ YOEThree to six years' financial planning experience; CFP preferred; degree in Finance/Financial Planning; experience with financial planning software; Salesforce/Orion/Schwab preferred.
eMoney, Right Capital, MoneyGuidePro, Salesforce, Orion, Schwab, Microsoft Office, Excel
3mo
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Financial Planner
Lee's Summit, Missouri, United States
HybridFull Time
Bachelor’s degree in finance, accounting, or related field; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; licenses/certifications in financial planning a plus.
3mo
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Financial Planner
Lake Oswego, Oregon, United States
$70k-$90k/yr HybridFull Time
3+ YOE3+ years financial planning; Bachelor's degree; CFP or PFS or in process; experience with financial planning software; knowledge of cash flow, education funding, equity compensation, taxes, and estate planning.
Financial planning software
2mo
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Financial Planner
Frisco, Texas, United States
HybridFull Time
Deliver goal-based financial planning and wealth management; fiduciary guidance; wealth advisory experience preferred.
3mo
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FINANCIAL PLANNER
Jasper, Indiana, United States
$60k-$100k/yr OnsiteFull Time
4+ YOEBachelor's in finance or related field; 4-8 years financial services experience; CFP designation or similar preferred; Master's degree preferred.
3mo
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Financial Planner
Denver, Colorado, United States
OnsiteFull Time
2+ YOEMinimum 2 years of financial planning experience; Series 7 and 66 licenses; CFP designation a plus; bachelor's degree; experience with Salesforce and planning software.
Salesforce, eMoney, MoneyGuidePro, Microsoft Office
3w
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Financial Planner
New York City, New York, United States
$128k-$192k/yr HybridFull Time
Deep financial planning expertise (retirement, tax, executive compensation), CFP preferred, sales acumen, experience presenting plans, familiarity with MoneyGuide Pro; work authorization in the U.S. required.
MoneyGuide Pro
3mo
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Financial Planner
Mesa, Arizona, United States
$70k-$80k/yr OnsiteFull Time
3+ YOECFP designation required; college degree preferred; minimum 3 years in financial planning/advisory roles; strong communication; team oriented; detail oriented; military-equivalent experience accepted.
4w
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Financial Planner
Appleton, Wisconsin, United States
OnsiteFull Time
8+ YOE8+ years financial planning experience, CFP or CPA required, advanced use of RightCapital/Income Solver/Holistiplan, strong portfolio analysis, Microsoft Office proficiency, mentoring and onboarding experience.
RightCapital, Income Solver, Holistiplan, Microsoft Office
3w
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Financial Planner
New York, New York, United States
HybridFull Time
CFP preferred; mastery of financial planning, advanced tax, retirement and executive compensation strategies; sales acumen; experience presenting plans; familiarity with MoneyGuide Pro; must be authorized to work in the US (no sponsorship).
MoneyGuide Pro
1w
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Financial Planner with Military Background
Boca Raton, Florida, United States
$76k-$93k/yr HybridFull Time
Veteran-preferred financial planner role focused on client assessment, recommending insurance solutions, relationship building, compliance, and sales; bachelor\u0002s degree preferred and training provided.
4d
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Financial Planner
Athol, Massachusetts, United States
$60k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree,5+ years financial services experience,FINRA Series 7 and Series 66 (or Series 65+63),life insurance license,ability to present,travel to assigned markets,and comply with BSA/AML and broker-dealer rules.
2w
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Staff Financial Planner
Rochester, Minnesota, United States
$141k-$205k/yr HybridFull Time
6+ YOEBachelor's plus advanced degree or professional certification required; 6+ years financial planning/asset/benefit experience for high-net-worth clients; strong communication, interviewing, confidentiality, and financial planning knowledge.
2mo
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Financial Planner (US)
New York or United States
$100k-$115k/yr RemoteFull Time
CFP certification required; state IAR eligibility; experience in comprehensive financial planning and client-focused guidance.
Financial planning software, Spreadsheets, Communication tools
5d
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Associate Financial Planner
Los Angeles, California, United States
$70k-$80k/yr HybridFull Time
1+ YOEBachelor's degree or equivalent, 1+ year in financial services, FINRA licenses or designations depending on office, proficiency with Microsoft Office, Morningstar, Salesforce, and Workday.
Morningstar, BRT (Kettley), Microsoft Office, Salesforce, Workday
5d
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Senior Financial Planner
United States
RemoteFull Time
4+ YOECFP or equivalent,4+ years financial planning experience in wealth management,expertise in investments,tax,retirement,estate planning,strong communication and analytical skills.
eMoney, MoneyGuidePro
3mo
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Entry-Level Financial Planner
New York, New York, United States
$116k/yr OnsiteFull Time
0+ YOEEntry-level financial planner with commission-based compensation; strong communication; Bachelor's in finance or related field; knowledge of financial planning; FINRA licenses preferred; experience with office software and CRM helpful.
Microsoft Office, CRM systems, Financial planning software, Google Workspace
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