State Licensed Financial PlannerVirtualVocations • Lakeland, Florida, United States
State Licensed Financial Planner
VirtualVocations • Lakeland, Florida, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Financial Planner to provide comprehensive financial guidance and support to clients.
Key Responsibilities
Deliver comprehensive financial plans that drive measurable outcomes for participants
Lead proactive conversations to uncover client goals and position appropriate products and services
Provide education and actionable guidance on various financial topics and facilitate client-directed transactions
Required Qualifications
Bachelor's degree or equivalent combination of education and professional experience (MBA preferred)
Certified Financial Planner (CFP) designation required
FINRA Series 7, 63, and 65 registrations required
Minimum 3 years of experience in financial services or the 401(k) industry
At least 2 years of direct financial planning experience
serp_jobs.job_alerts.create_a_job
Financial Planner • Lakeland, Florida, United States
Job_description.internal_linking.related_jobs A company is looking for a Financial Analyst III - Financial Reporting.Key Responsibilities Prepare monthly variance analyses, database queries, and reports Develop board and regulatory reportin...serp_jobs.internal_linking.show_more A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.
Key Responsibilities Deliver personalized financial advice including equ...serp_jobs.internal_linking.show_more 
Location : Tampa, FL, US, 33634.Republic National Distributing Company (RNDC) is a family-owned business with roots extending before Prohibition that has evolved into one of the nation's largest win...serp_jobs.internal_linking.show_more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more A company is looking for a Senior Advisor, Wealth Management Service.Key Responsibilities Provide exceptional onboarding experiences for new clients Develop comprehensive financial plans tailore...serp_jobs.internal_linking.show_more A company is looking for a Managing Consultant.Key Responsibilities Lead client strategy and lifecycle execution for key accounts, driving retention and growth goals Integrate specialty practice...serp_jobs.internal_linking.show_more 
Join a Company That Puts People First!.Licensed Practical Nurse - LPN.We are one of the largest private duty nursing companies in the nation and growing! At Aveanna, we’re proud to foster a w...serp_jobs.internal_linking.show_more
Our client is seeking a detail-oriented Payroll Tax Specialist to join their team and ensure accurate compliance with federal, state, and local tax regulations.
This role combines technical expertis...serp_jobs.internal_linking.show_more A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and retirement planning Develop and maintain ...serp_jobs.internal_linking.show_more 
Do you have experience with legislation, regulations, and methods used in DoD travel authorization and entitlement? Do you want to work in a position that enhances our client's overall travel compl...serp_jobs.internal_linking.show_more A company is looking for a Financial Planner located in the United Kingdom.Key Responsibilities Meet and engage with clients remotely to provide guidance on financial topics Advise on and adapt ...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more A company is looking for a Tax Planning Specialist.Key Responsibilities Review and optimize financial plans to maximize tax efficiency Develop tailored tax strategies for high net worth clients ...serp_jobs.internal_linking.show_more A company is looking for a Manager of Wealth Management Service.Key Responsibilities Manage and develop a team of licensed financial advisors, providing coaching and performance feedback Impleme...serp_jobs.internal_linking.show_more A company is looking for a Senior Counsel, Channel & Commercial.Key Responsibilities Draft and negotiate reseller, MSSP, and partnership agreements, along with terms and conditions for channel pr...serp_jobs.internal_linking.show_more 
Compensation : $100,000 - $120,000.We are a tight-knit wealth management firm serving successful professionals business owners, individuals and families.
For 40+ years, we have taken pride in providi...serp_jobs.internal_linking.show_more
California Licensed Financial Analyst
VirtualVocations • Tampa, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor
VirtualVocations • Tampa, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Sls Finance Analyst
Republic National Distributing Company • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data Annotation • Tampa, Florida
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data Annotation • Lakeland, Florida
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
CFP Licensed Wealth Advisor
VirtualVocations • Tampa, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Managing Consultant
VirtualVocations • Tampa, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Aveanna Healthcare Private Duty Nurse LPN - Various Shifts / Patients
Aveanna Healthcare • Windermere, FL, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Tax & Compliance Analyst
Vaco by Highspring • Apollo Beach, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
New York Licensed Financial Advisor
VirtualVocations • Lakeland, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Journeyman Financial Management Analyst (Top Secret Clearance Required)
St. Michael's Inc. • Tampa, FL, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
UK Licensed Financial Planner
VirtualVocations • Lakeland, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data Annotation • Lakeland, Florida
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer
Data Annotation • Lakeland, Florida
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
CPA Licensed Tax Planning Specialist
VirtualVocations • Tampa, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Wealth Management Manager
VirtualVocations • Lakeland, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Counsel, State Licensed
VirtualVocations • Lakeland, Florida, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Financial Planner
Transcend Practice Management • Lutz, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted