State Licensed Financial PlannerVirtualVocations • Hayward, California, United States
State Licensed Financial Planner
VirtualVocations • Hayward, California, 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 • Hayward, California, United States
Job_description.internal_linking.related_jobs 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 ou...serp_jobs.internal_linking.show_more 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 
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 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 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 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 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 
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.
Originally founded in 1882 as the family office of Jo...serp_jobs.internal_linking.show_more
Financial Planner Job Duties : Provide financial planning and investment advisory services.Res...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 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 
West Hollywood, CA (Fully Onsite).Our client is a leading business management and financial services firm supporting high-net-worth individuals across the entertainment, sports, and creative indust...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 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 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 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 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 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
State Licensed Financial Planner
VirtualVocations • San Francisco, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Capital Assets Accountant
VirtualVocations • Santa Clara, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data Annotation • Brentwood, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
California Licensed Financial Analyst
VirtualVocations • Oakland, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Managing Consultant
VirtualVocations • Concord, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data Annotation • Richmond, California
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 • Hayward, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data Annotation • Antioch, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planner
ROCKEFELLER CAPITAL MANAGEMENT • San Francisco, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Planner
TradeJobsWorkForce • 94128 South San Francisco, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data Annotation • Redwood City, California
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 • Livermore, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
UK Licensed Financial Planner
VirtualVocations • Concord, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sr Recruiter-Accounting & Finance
Vaco by Highspring • Belvedere, California, United States
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor
VirtualVocations • Oakland, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
New York Licensed Financial Advisor
VirtualVocations • San Francisco, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Benefits Consultant (FINRA Licensed)
VirtualVocations • San Francisco, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Kansas Licensed Financial Advisor
VirtualVocations • Concord, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Payments Counsel (State Licensed)
VirtualVocations • Hayward, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CFP Licensed Wealth Advisor
VirtualVocations • Hayward, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted