Talent.com
State Licensed Financial Planner
State Licensed Financial PlannerVirtualVocations • Fort Collins, Colorado, United States
State Licensed Financial Planner

State Licensed Financial Planner

VirtualVocations • Fort Collins, Colorado, 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 • Fort Collins, Colorado, United States

Job_description.internal_linking.related_jobs
UK Licensed Financial Planner

UK Licensed Financial Planner

VirtualVocations • Fort Collins, Colorado, 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
Tax Expert - Onsite

Tax Expert - Onsite

Intuit • Greeley, Colorado
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
Tax Expert

Tax Expert

Intuit • Greeley, Colorado
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
Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Greeley, CO

Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Greeley, CO

LifeStance Health • Greeley, CO, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Ault, CO

Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Ault, CO

LifeStance Health • Ault, CO, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Psychiatrist

Licensed Psychiatrist

Headway • Cheyenne, WY, US
serp_jobs.job_card.full_time
Wage : Between $148-$239 an hour.Licensed psychiatrist - Are you ready to launch or expand your private practice?.Headway is here to help you start accepting insurance with ease, increase your earni...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Galeton, CO

Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Galeton, CO

LifeStance Health • Galeton, CO, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Professional Counselor (Therapist) - Lyons, CO

Licensed Professional Counselor (Therapist) - Lyons, CO

LifeStance Health • Lyons, CO, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor

Licensed Lead Financial Advisor

VirtualVocations • Fort Collins, Colorado, 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
Licensed Professional Counselor

Licensed Professional Counselor

Headway • Cheyenne, WY, US
serp_jobs.job_card.full_time
Licensed Professional Counselor (LPC).Wage : Between $120-$131 an hour.Licensed Professional Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you start a...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
California Licensed Financial Analyst

California Licensed Financial Analyst

VirtualVocations • Fort Collins, Colorado, 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
Tax Expert - Local

Tax Expert - Local

Intuit • Greeley, Colorado
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
Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Nunn, CO

Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Nunn, CO

LifeStance Health • Nunn, CO, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Seasonal Tax Expert - Local

Seasonal Tax Expert - Local

Intuit • Greeley, Colorado
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
Sales & Recruiting Consultant

Sales & Recruiting Consultant

AppleOne • Greeley, CO, US
serp_jobs.job_card.full_time
We have an immediate need for a dynamic individual to join our top performing branch in Colorado.As a Staffing Consultant you get the opportunity to make an impact everyday through your recruiting ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Professional Counselor (Therapist) - Glen Haven, CO

Licensed Professional Counselor (Therapist) - Glen Haven, CO

LifeStance Health • Glen Haven, CO, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Clinical Social Worker (Mental Health Therapist) - Lyons, CO

Licensed Clinical Social Worker (Mental Health Therapist) - Lyons, CO

LifeStance Health • Lyons, CO, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data Annotation • Longmont, Colorado
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