A company is looking for a Financial Planner to provide personalized financial advice to clients.Key ResponsibilitiesSupport clients in achieving financial goals across various objectives such as budgeting, debt management, and retirement planningProvide actionable advice to maximize employer benefits and assist with equity compensationDeliver financial planning topics through chat, video, and phone consultations while fostering an engaging client experienceRequired QualificationsCFP designation required;
additional designations like CPA / PFS, EA, or ChFC are a plus3-5+ years of experience in providing direct financial adviceClean U-4 and ability to be registered with an RIA in any stateAbility to build trusting relationships in a remote environmentExperience in a fast-paced startup environment with a willingness to adapt to change
Financial Planner
A company is looking for a Financial Planner to provide personalized financial advice to clients. ...
Certified Financial Planner
We love what we do and are seeking a Senior Financial Planner / CFP who shares this passion and enthusiasm to join our team in delivering exceptional financial planning services to our clients. Job Title: Certified Financial Planner (CFP). Skills: CFP / Certified Financial Planner. CERTIFIED FINANCI...
Financial Planner
CFP (Certified Financial Planner) designation preferred. Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc. Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, ri...
Financial Planner
CFP (Certified Financial Planner) designation preferred. Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc. Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, ri...
Certified Financial Planner (CFP)
CFP / Certified Financial Planner / Wealth Planner. Established and growing Boutique Independent Wealth Management firm seeks a Financial Planner to provide comprehensive financial planning services to high and ultra-high-net-worth clientele while maintaining and developing relationships. Certified ...
Certified Financial Planner (CFP)
CFP / Certified Financial Planner / Wealth Planner. Established and growing Boutique Independent Wealth Management firm seeks a Financial Planner to provide comprehensive financial planning services to high and ultra-high-net-worth clientele while maintaining and developing relationships. Certified ...
Logistic Financial Analyst and Planner - Bilingual (English and Korean)
The Financial Analyst and Planner will be work closely with various departments including Accounting, Finance, Operations, and others to solve complex problems that directly impact the company’s financial status. Prepare and monitor financial month end closing. Examine and analyze financial statemen...
Certified Financial Planner (CFP)
CFP / Certified Financial Planner / Wealth Planner. Established and growing Boutique Independent Wealth Management firm seeks a Financial Planner to provide comprehensive financial planning services to high and ultra-high-net-worth clientele while maintaining and developing relationships. Certified ...
Buyer- Onsite
Prepares and awards routine and occasionally complex purchase orders for supply and service acquisition using an assortment of supply chain management tools and systems.Prefer bachelor’s degree in business, Healthcare or related field.Must have three (3) years of purchasing experience.Prefer experie...
Entry-Level Digitial Technology Consulting Analyst
Analyzing data to develop metrics and trends to enhance knowledge and capture value of data. NTT DATA is a Global Top 10 innovator of business and technology services. At NTT DATA, we thrive on the individuality of our people. We are currently seeking entry level Analysts and Consultants to join us ...