Talent.com
State Licensed Financial Planner
State Licensed Financial PlannerVirtualVocations • Pompano Beach, Florida, United States
serp_jobs.error_messages.no_longer_accepting
State Licensed Financial Planner

State Licensed Financial Planner

VirtualVocations • Pompano Beach, 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 • Pompano Beach, Florida, United States

Job_description.internal_linking.related_jobs
Financial Planner

Financial Planner

Empower • West Palm Beach, Florida, United States
serp_jobs.job_card.full_time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP, Financial Consultant - Fort Lauderdale, FL

VP, Financial Consultant - Fort Lauderdale, FL

Charles Schwab • FORT LAUDERDALE, FL, United States
serp_jobs.job_card.full_time
Click the link below to review our Investment Professionals’ incentive structure.Investment Professionals' Compensation | Charles Schwab. At Schwab, you’re empowered to make an impact on your career...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Manager, Financial Reporting

Manager, Financial Reporting

Sound Income Group • Fort Lauderdale, FL, US
serp_jobs.job_card.full_time
POSITION : Manager, Financial Reporting.We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.We fos...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant

Financial Consultant

Empower • West Palm Beach, FL, United States
serp_jobs.job_card.full_time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Analyst II

Financial Analyst II

Chesapeake Utilities Corporation • West Palm Beach, FL, United States
serp_jobs.job_card.full_time
Location : Hybrid located in Yulee, FL West Palm Beach, FL, Newark, DE or Dover, DE.At the heart of our Company is a dedication to delivering energy that drives progress. We put people first, work to...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Analyst I

Financial Analyst I

NextEra Energy • North Palm Beach, FL, US
serp_jobs.job_card.full_time
Florida Power & Light Company is the largest electric utility in the U.With one of the nation's cleanest power generation fleets and top-tier reliability, we are setting new standards in the energy...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Inexperienced Financial Representative

Inexperienced Financial Representative

Sunrise Financial Network • Sunrise, Florida
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Sunrise Financial Network, the Guardian Broward Agency is a boutique financial services firm.Headquartered in South Florida. We are currently seeking skilled candidates who are looking to establish ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Financial Reporting Manager

Financial Reporting Manager

CFS • Deerfield Beach, FL, United States
serp_jobs.job_card.full_time
Financial Reporting Manager Location : Deerfield Beach, Florida Schedule : Monday - Friday in office Annual salary starting at $100,000 Why join this company as a Financial Reporting Manager? Missi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Financial Planning Analyst

Senior Financial Planning Analyst

Tatum by Randstad • Boca Raton, FL, United States
serp_jobs.job_card.full_time
Senior Financial Planning Analyst (Temp-to-Hire).We're looking for a highly skilled and motivated.Senior Financial Planning Analyst. The position requires an initial.As a Senior Financial Planning A...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage

Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage

Empower • West Palm Beach, FL, US
serp_jobs.job_card.full_time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Aspiring Financial Advisor Program (Training & Licensing Provided) Investment AssociateNewBoca Raton, FL

Aspiring Financial Advisor Program (Training & Licensing Provided) Investment AssociateNewBoca Raton, FL

Hennion & Walsh, Inc. • Boca Raton, FL, US
serp_jobs.job_card.full_time
Aspiring Financial Advisor Program (Training & Licensing Provided) Investment Associate.People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you wil...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Representative

Financial Representative

Sunrise Financial Network • Sunrise, Florida
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Sunrise Financial Network, the Guardian Broward Agency is a boutique financial services firm.Headquartered in South Florida. We are currently seeking skilled candidates who are looking to establish ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Financial Analyst III

Financial Analyst III

CUC Corporate Brand • West Palm Beach, FL, US
serp_jobs.job_card.full_time
Career Opportunity Financial Analyst III Location : Hybrid with occasional travel, located in Yulee, FL West Palm Beach, FL, Newark, DE, or Dover, DE. At the heart of our Company is a dedication to d...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)

Remote Finance Director - AI Trainer ($50-$60 / hour)

Data Annotation • Tamarac, Florida
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 quality of ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Analyst III

Financial Analyst III

Chesapeake Utilities Corporation • West Palm Beach, Florida, United States
serp_jobs.job_card.full_time
Location : Hybrid with occasional travel, located in Yulee, FL West Palm Beach, FL, Newark, DE, or Dover, DE.At the heart of our Company is a dedication to delivering energy that drives progress.We ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Plan Chief Financial Officer

Plan Chief Financial Officer

Centene • Pembroke Pines, FL, US
serp_jobs.job_card.full_time +1
Executive Position At Sunshine State Health Plan.Centene is transforming the health of our communities one person at a time. As an Executive on our team, you could be the one who changes everything ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planner (Remote)

Financial Planner (Remote)

Empower • West Palm Beach, FL, United States
serp_jobs.filters.remote
serp_jobs.job_card.full_time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Planning Analyst

Financial Planning Analyst

Risus Talent Partners • Miami Lakes, FL, US
serp_jobs.job_card.full_time
Financial Planning & Analysis (FP&A) Analyst.Full benefits package, 14 days PTO + holidays.We’re looking for a detail-oriented FP&A Analyst to support company leadership with budg...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Planning Assistant

Financial Planning Assistant

Ameriprise Financial • Fort Lauderdale, FL, US
serp_jobs.job_card.full_time
At Glades Wealth Partners, we are a dynamic team of seven professionals enthusiastic about delivering exceptional financial advice and client service. Guided by our core valuesCommunity, Integrity, ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Senior Financial Analyst ($50-$60 / hour)

Remote Senior Financial Analyst ($50-$60 / hour)

Data Annotation • Tamarac, Florida
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 quality of ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted