Talent.com
State Licensed Financial Planner
State Licensed Financial PlannerVirtualVocations • San Francisco, California, United States
State Licensed Financial Planner

State Licensed Financial Planner

VirtualVocations • San Francisco, California, United States
job_description.job_card.1_day_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 • San Francisco, California, United States

Job_description.internal_linking.related_jobs
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data Annotation • Martinez, California
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
Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco

Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco

Goldman Sachs • San Francisco, CA, US
serp_jobs.job_card.full_time +1
The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high n...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Director Financial Analysis Santa Clara,CA Finance Posted a day ago

Director Financial Analysis Santa Clara,CA Finance Posted a day ago

Nutanix • Santa Clara, CA, United States
serp_jobs.job_card.full_time
Director Financial AnalysisSanta Clara,CA • •Who We Are • •Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the w...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Planner

Financial Planner

ROCKEFELLER CAPITAL MANAGEMENT • Walnut Creek, CA, US
serp_jobs.job_card.full_time
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
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Wealth Planner (Location SF or Walnut Creek)

Senior Wealth Planner (Location SF or Walnut Creek)

Bmo • Walnut Creek, CA, US
serp_jobs.job_card.part_time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW / UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning & Analysis (FP&A) Lead

Financial Planning & Analysis (FP&A) Lead

Bitwise Asset Management • San Francisco, CA, US
serp_jobs.job_card.full_time
Financial Planning & Analysis (FP&A) Lead.It's rare that a new asset class is born.Nevertheless, we're witnessing exactly that with the rise of crypto. Over just the last few years, crypto has evolv...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Manager, Financial Planning & Analysis

Manager, Financial Planning & Analysis

Tailored Brands • Dublin, CA, US
serp_jobs.job_card.full_time
We operate retail stores in all 50 states and Canada.Bank, Men's Wearhouse and Tux, and K&G Fashion.Our Canadian stores are operated under the brand name of Moores in ten provinces.Our purpose is t...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sr. Financial Planning & Analysis Manager

Sr. Financial Planning & Analysis Manager

Calyxo, Inc. • Pleasanton, CA, United States
serp_jobs.job_card.full_time
The company was founded in 2016 to address the profound need for improved kidney stone treatment.Kidney stone disease is a common, painful condition that consumes vast amounts of healthcare resourc...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Director, Financial Planning (San Francisco - Danville / Walnut Creek)

Director, Financial Planning (San Francisco - Danville / Walnut Creek)

Edelman Financial Engines, LLC • Danville, CA, United States
serp_jobs.job_card.full_time
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Manager, Financial Planning & Strategy - Sales & Pipeline

Senior Manager, Financial Planning & Strategy - Sales & Pipeline

Checkr • San Francisco, CA, US
serp_jobs.job_card.full_time
Senior Manager, Financial Planning & Strategy - Sales & Pipeline.Checkr is building the data platform to power safe and fair decisions. Established in 2014, Checkr's innovative technology and robust...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Director, Financial Planning (San Francisco - Danville / Walnut Creek)

Director, Financial Planning (San Francisco - Danville / Walnut Creek)

Edelman Financial Engines • Walnut Creek, CA, US
serp_jobs.job_card.full_time
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Planner (FP)

Wealth Planner (FP)

Bank of America • San Jose, CA, US
serp_jobs.job_card.full_time
Merrill Wealth Management Financial Advisor Assistant.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, compan...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San Francisco

Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San Francisco

Goldman Sachs • San Francisco, CA, US
serp_jobs.job_card.full_time
The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-hi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Director, Financial Planning and Analysis

Director, Financial Planning and Analysis

Ross Stores • Dublin, CA, US
serp_jobs.job_card.full_time
Director of Financial Planning & Analysis (Fpa).Our values start with our people, join a team that values you! Bring your talents to Ross, our leading off-price retail chain with over 2,100 stores,...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Analyst III_USA

Financial Analyst III_USA

Staffing • Pleasanton, CA, US
serp_jobs.job_card.full_time
Financial Analyst for Tech Finance Role.This position is located in Pleasanton, CA.The work schedule for this position is from Monday to Friday, 8am to 5pm PST. This role is not open to 100% remote ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant - San Francisco, CA

Financial Consultant - San Francisco, CA

Fidelity Investments • Fremont, CA, United States
serp_jobs.job_card.full_time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Planning & Analysis (FP&A) Lead

Financial Planning & Analysis (FP&A) Lead

Bitwise Investments • San Francisco, CA, United States
serp_jobs.job_card.full_time
It’s rare that a new asset class is born.Nevertheless, we’re witnessing exactly that with the rise of crypto.Over just the last few years, crypto has evolved from an embryonic $50B market to a grow...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Planner

Financial Planner

TradeJobsWorkForce • 94130 San Francisco, CA, 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
Financial Planning & Analysis Analyst V Medicare

Financial Planning & Analysis Analyst V Medicare

Kaiser Permanente • Oakland, CA, US
serp_jobs.job_card.full_time
Financial Planning & Analysis Analyst V Medicare.This senior level employee is primarily responsible for conducting complex financial assessment and modeling efforts, leading internal audit process...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Reporting Manager

Financial Reporting Manager

Stanford University • Stanford, CA, US
serp_jobs.job_card.full_time
Stanford Medicine is leading the biomedical revolution in precision health.We are transforming health care away from after-the-fact diagnosis to prediction and prevention and away from one-size-fit...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted