Talent.com
State Licensed Financial Planner
State Licensed Financial PlannerVirtualVocations • Buffalo, New York, United States
State Licensed Financial Planner

State Licensed Financial Planner

VirtualVocations • Buffalo, New York, United States
job_description.job_card.variable_hours_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 • Buffalo, New York, United States

Job_description.internal_linking.related_jobs
California Licensed Financial Analyst

California Licensed Financial Analyst

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor

Licensed Lead Financial Advisor

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Planner

Financial Planner

TradeJobsWorkForce • 14260 Buffalo, NY, US
serp_jobs.job_card.full_time
Financial Planner Job Duties : Provide financial planning and investment advisory services.Res...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Managing Consultant

State Licensed Managing Consultant

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
CFP Licensed Wealth Advisor

CFP Licensed Wealth Advisor

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Seasonal Tax Expert - Local

Seasonal Tax Expert - Local

Intuit • Newfane, NY, US
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Kansas Licensed Financial Advisor

Kansas Licensed Financial Advisor

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Advisor.Key Responsibilities Network to discover and attract new talent for team growth Coach and develop new Financial Professionals through training and ex...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Benefits Consultant (FINRA Licensed)

Financial Benefits Consultant (FINRA Licensed)

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Benefits Consultant to assist clients in achieving their financial wellness goals.Key Responsibilities Build and maintain strong relationships with high-incom...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
New York Licensed Financial Advisor

New York Licensed Financial Advisor

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and retirement planning, to startup employees ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
State Licensed Senior Counsel

State Licensed Senior Counsel

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Counsel, Product and Regulatory.Key Responsibilities Provide legal advice on payment laws, financial services regulations, and consumer protection for existing p...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Wealth Management Manager

Licensed Wealth Management Manager

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data Annotation • Niagara Falls, New York
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
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
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Capital Assets Accountant

State Licensed Capital Assets Accountant

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Capital Assets Accountant to manage accounting tasks related to fixed assets and capital projects. Key Responsibilities Review and close out project costs, ensuring accu...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
New York Licensed Financial Professional

New York Licensed Financial Professional

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Salaried Financial Professional- Premier Team.Key Responsibilities Establish and maintain relationships with clients through proactive communication Serve as a single ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Service Representative - $21.50 / h - Remote

Client Service Representative - $21.50 / h - Remote

JunkLuggers Canada • Thorold, Ontario
serp_jobs.filters.remote
serp_jobs.job_card.full_time
At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment. We are dedicated to supporting our local communities and doing our...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Payments Counsel (State Licensed)

Payments Counsel (State Licensed)

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Payments Product Counsel.Key Responsibilities Serve as the Payments Subject Matter Expert for product launches involving digital currencies and related financial featur...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Travel CT Tech - $2,506 to $2,801 per week in Lewiston, CT

Travel CT Tech - $2,506 to $2,801 per week in Lewiston, CT

AlliedTravelCareers • Lewiston, CT, US
serp_jobs.job_card.full_time
AlliedTravelCareers is working with Prime Time Healthcare to find a qualified CT Tech in Lewiston, Connecticut!.Now Hiring : Allied Healthcare CT - Lewiston, ID. Contact us for Pay Information.Actual...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
UK Licensed Financial Planner

UK Licensed Financial Planner

VirtualVocations • Buffalo, New York, United States
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted