Certified Financial Planner Jobs

The Financial Planning Associate role at EP Wealth Advisors supports high-net-worth clients in Walnut Creek by developing and delivering comprehensive financial plans. Key responsibilities include creating detailed strategies for tax, retirement, and estate planning, managing client data and documentation, and collaborating with advisors to implement financial recommendations. The position also involves mentoring interns, researching market trends, and assisting with firm-wide process improvements. This opportunity appeals to candidates seeking professional growth within an inclusive culture that prioritizes continuous learning and skill enhancement. The role offers a flexible work schedule, robust benefits including paid volunteer time and parental leave, and a supportive environment designed to foster long-term career development.

This full-time Financial Consultant role at Fidelity Investments supports clients in Boston, MA, by delivering strategic financial guidance and personalized service. The position involves conducting comprehensive financial planning, developing tailored investment strategies, and managing client portfolios while staying current with market trends. Key responsibilities include educating clients on financial products, building lasting relationships, and ensuring regulatory compliance. The role appeals to professionals seeking to leverage extensive resources and a collaborative culture to help clients achieve their financial goals. The company offers a comprehensive benefits package including medical, dental, vision, and life insurance, along with a 401k plan. While the position is based in Boston, the opportunity to work with a leading asset manager and grow within a supportive environment makes it an attractive career path.

The Financial Solutions Advisor role in the South San Antonio area focuses on delivering comprehensive financial advice and customized investment solutions to help clients achieve their goals. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads, and referring customers to appropriate internal partners based on their needs and asset levels. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and community impact. The role operates in an in-office setting with a Monday through Friday schedule that includes rotating Saturdays, offering a structured environment for those passionate about financial planning and client relationship management.

The Financial Solutions Advisor role serves clients in the South Austin and North San Antonio areas to help them achieve their financial goals through customized investment and banking strategies. Key responsibilities include building comprehensive financial plans, recommending brokerage products such as stocks and bonds, triaging client leads, and referring clients to appropriate internal partners based on their needs. The position requires holding Series 7 and 66 licenses and involves managing client relationships while adhering to regulatory standards. This opportunity appeals to professionals seeking a career with growth potential within an inclusive culture that values responsible growth and community impact. The role operates on a hybrid basis with specific in-office attendance requirements and includes rotating Saturday shifts.

The Financial Solutions Advisor role at Bank of America supports clients in the Pioneer Valley Market by delivering comprehensive financial advice and customized investment strategies. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads to connect them with appropriate internal partners, and identifying new business opportunities through referrals. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and employee wellness. The role operates on a hybrid schedule with specific in-office requirements and includes rotating Saturday shifts to accommodate client needs.

The Financial Consultant role at Fidelity Investments supports the Boston-based team by delivering strategic financial guidance and services to clients. Key responsibilities include conducting comprehensive financial planning, developing tailored investment strategies, managing client portfolios, and educating customers on various financial products while ensuring regulatory compliance. The position appeals to professionals seeking to leverage extensive resources and a vast array of financial tools to help clients achieve their long-term goals. The role offers a collaborative environment with a focus on building lasting client relationships and provides a comprehensive benefits package including medical, dental, vision, and life insurance.

This full-time financial professional role is based in the Baltimore and Columbia area, focusing on helping individuals and families achieve financial wellness through a structured wealth management path. The position requires an in-office presence but offers a flexible schedule to support work-life balance. Key responsibilities include building client relationships through networking, developing personalized financial strategies based on client goals, and providing consultation on tailored financial products. The role is appealing due to comprehensive training support including FINRA licensing sponsorship, a 120-day hands-on employment period, and access to mentorship and leadership development programs. The company fosters a values-driven culture with a strong emphasis on community impact, diversity, and continuous professional growth through designations like CFP.

This full-time Financial Professional role in New York focuses on helping individuals and families achieve financial wellness through personalized wealth management strategies. The position involves building client relationships, developing tailored financial plans based on risk tolerance, and providing consultation on various financial products. The role is ideal for individuals with an entrepreneurial spirit seeking a structured career path, offering comprehensive training including FINRA licensing sponsorship and a 120-day hands-on program. Key appeals include a supportive culture dedicated to social impact, access to leadership development schools, and a stable pay structure during the initial employment period. While the position requires an in-office presence in New York, it features a flexible schedule designed to support work-life balance and professional growth.

This entry-level financial advisor role at Equitable Advisors in Boca Raton focuses on guiding individuals and families toward financial wellness through personalized wealth management strategies. The position requires building client relationships, developing tailored financial plans, and providing product consultations while maintaining an in-office presence with a flexible schedule. The opportunity is appealing due to the comprehensive 120-day training program that includes FINRA licensing sponsorship, dedicated mentorship from local leadership, and access to continuous learning resources. The company fosters a values-driven culture centered on social impact, offering robust professional development pathways for those aspiring to earn advanced designations or move into management.

This full-time Financial Consultant role at Fidelity Investments is based in Boston and focuses on delivering personalized financial guidance to clients. The position involves conducting comprehensive financial planning, developing tailored investment strategies, and managing client portfolios while ensuring regulatory compliance. Key responsibilities include educating clients on financial products, staying current with market trends, and building long-term relationships. The role appeals to professionals seeking to leverage extensive resources and a collaborative culture within a leading asset management firm. Benefits include comprehensive health coverage and retirement savings options. A Certified Financial Planner designation is preferred, and relevant FINRA licenses may be required.

This hybrid Wealth Advisor role is based in the Cherry Creek, Denver office and supports the Client Advisory Team at Curi Capital, a rapidly growing national registered investment advisory firm. The position involves providing comprehensive financial planning services, including asset allocation, estate and tax planning, and insurance analysis for established clients. Key responsibilities also include growing the client base through business development, community involvement, and collaborating with the team to maintain strong client relationships. The role appeals to self-driven professionals seeking a collaborative culture rooted in accountability and service, offering opportunities for meaningful impact on clients' financial futures. The work arrangement requires a minimum of three days in the office, complemented by flexible time off and comprehensive benefits.

This Wealth Management Associate role in Woodbury, NY, involves building a client base and providing financial guidance within a structured training program. Key responsibilities include developing personalized financial strategies, managing client portfolios, and nurturing relationships through networking and consistent communication. The position is appealing due to comprehensive support, including FINRA licensing sponsorship, a 120-day paid training period, and access to mentorship and leadership development schools. The role offers a stable income during the initial phase, opportunities for professional designations, and a culture focused on social impact and community engagement. While the position requires an in-office presence, it provides a flexible schedule to balance productivity with personal time.

This Wealth Management Associate role is based in California locations including Irvine, Los Angeles, and Ventura, requiring an in-office presence. The position focuses on building client relationships, developing personalized financial strategies, and providing product consultations to help individuals achieve financial wellness. The role offers a structured career path with comprehensive training, including sponsorship for required FINRA licenses and a 120-day hands-on employment period. Key appeals include a supportive mentorship program, access to leadership development schools, and a culture dedicated to social impact and community engagement. The position provides a stable pay structure during the initial training phase and opportunities for professional growth through designations like CFP.

The Wealth Business Analyst III role provides analytical and administrative support within the wealth management division of a financial services organization. Key responsibilities include developing leadership reports on business performance, serving as a subject-matter expert for banking systems and products, and conducting industry research to drive process improvements. The position also involves participating in project management activities and assisting with staff training on new systems. This opportunity appeals to professionals seeking to leverage their analytical skills in a collaborative environment with a focus on strategic planning and operational excellence. The role is a regular full-time position based on the first shift in the United States, offering access to comprehensive benefits including health insurance, retirement plans, and paid time off.

This full-time Restaurant General Manager role operates within Border Foods, a leading privately held Taco Bell franchisee known for its people-first culture. The position involves overseeing all daily restaurant operations, including staff scheduling, hiring, training, and ensuring strict adherence to health and safety standards. Key responsibilities include managing financial performance through P&L analysis, driving customer satisfaction, and fostering a supportive team environment aligned with core values like accountability and excellence. The role appeals to candidates seeking career growth through extensive education programs, tuition reimbursement, and a clear path for advancement within a family-oriented organization. The position requires a valid driver's license and flexibility to work various shifts, including evenings and weekends, to maintain a safe and welcoming atmosphere for both employees and guests.

This full-time Restaurant General Manager role operates within Border Foods, a leading privately held Taco Bell franchisee known for its people-first culture. The position involves overseeing all daily restaurant operations, including staff scheduling, hiring, and training, while ensuring strict adherence to health, safety, and financial standards. Key responsibilities include managing P&L statements to drive profitability, fostering a supportive team environment, and delivering exceptional guest experiences. The role appeals to candidates seeking career growth through extensive education programs, tuition reimbursement, and a strong internal promotion path. Benefits include comprehensive health coverage, paid time off, and unique rewards such as annual travel incentives. The position requires flexibility to work various shifts, including weekends and holidays, and is based on-site in Grand Rapids, Michigan.

This Assistant General Manager role supports the operations of a major Taco Bell franchise within a people-first organization. The position involves overseeing daily restaurant activities, managing staff scheduling, and ensuring high standards of food safety and customer service. Key responsibilities include interpreting financial reports to drive profitability, leading recruitment and training efforts, and fostering a supportive team culture aligned with core values. The role appeals to candidates seeking career growth through extensive education programs, tuition reimbursement, and a clear path for advancement. The work arrangement requires flexibility to cover various shifts, including evenings and weekends, within a collaborative environment that prioritizes employee well-being and development.

This full-time Restaurant General Manager role operates within Border Foods, a leading privately held Taco Bell franchisee known for its people-first culture. The position involves overseeing all daily restaurant operations, including staff scheduling, hiring, and training, while ensuring strict adherence to health, safety, and financial standards. Key responsibilities include managing P&L statements, driving customer satisfaction, and fostering a supportive team environment aligned with core values like accountability and excellence. The role appeals to candidates seeking a mission-driven workplace that prioritizes employee growth through education programs, tuition reimbursement, and a strong culture of empowerment. The position offers a dynamic work arrangement requiring flexibility for various shifts and includes opportunities for career advancement and recognition.

This full-time Restaurant General Manager role operates a Taco Bell franchise within a people-first organization focused on employee growth and community impact. The position involves overseeing daily restaurant operations, managing staff scheduling, and ensuring strict adherence to health, safety, and financial standards. Key responsibilities include driving customer satisfaction, analyzing profit and loss statements, and leading recruitment and training initiatives to build a cohesive team. The role is appealing due to a supportive culture that prioritizes career development, offering extensive education programs, tuition reimbursement, and scholarship opportunities. Additionally, the position provides a comprehensive benefits package including medical coverage and paid time off, alongside recognition programs for top performers.

This full-time Restaurant General Manager role operates a Taco Bell franchise within Border Foods, a people-first organization focused on employee growth and community impact. The position involves overseeing daily restaurant operations, managing staff scheduling and training, and ensuring strict adherence to health, safety, and financial standards. Key responsibilities include driving customer satisfaction, analyzing profit and loss statements to optimize performance, and fostering a supportive team culture. The role appeals to candidates seeking a people-centric environment with strong career development opportunities, including tuition reimbursement and scholarship programs. The position offers a comprehensive benefits package, paid time off, and a culture that rewards top performers with unique experiences.

This full-time Restaurant General Manager role operates a Taco Bell franchise for Border Foods, a people-first organization focused on employee growth and community impact. The position involves overseeing daily restaurant operations, managing staff scheduling, and ensuring strict adherence to health, safety, and financial standards. Key responsibilities include driving customer satisfaction, analyzing profit and loss statements, and leading recruitment and training initiatives to build a cohesive team. The role is appealing due to a supportive culture that prioritizes career development, offering extensive education programs, tuition reimbursement, and scholarship opportunities. Employees benefit from comprehensive health coverage, paid time off, and a unique performance-based travel reward program. The position requires flexibility to work various shifts including weekends and holidays.

This senior leadership role combines strategic business development with high-level design expertise within the Higher Education sector for a Midwest architecture and engineering firm. The position involves cultivating client relationships, leading proposal responses, and creating market strategies to drive firm growth while simultaneously managing complex design projects from programming through construction. Key responsibilities include mentoring junior staff, directing project teams on large-scale campus developments, and representing the firm as a thought leader in the industry. The role offers a hybrid work arrangement with time split between office locations and travel, supported by a collaborative culture that emphasizes work-life balance, professional development, and a supportive environment for creative innovation.

This Assistant General Manager role supports the operations of a major Taco Bell franchise within a people-first organization. The position involves overseeing daily restaurant activities, managing team performance, and ensuring high standards of food safety and customer service. Key responsibilities include developing staff through training and coaching, analyzing financial reports to drive profitability, and fostering a supportive, inclusive work environment. The role appeals to candidates seeking career growth through extensive education programs, a culture that values family and teamwork, and flexible scheduling options. The position requires availability for various shifts including evenings and weekends.

This full-time Physician role within the Women's Health Service Line at Corewell Health focuses on gynecological care, with a specific emphasis on midlife and menopause management in Grand Rapids, Michigan. The position involves providing comprehensive outpatient services, performing full-spectrum surgeries including robotic and laparoscopic procedures, and managing hospital-based gynecologic call coverage. Key responsibilities include collaborating with a multidisciplinary team of physicians and advanced practice providers, as well as teaching and mentoring 32 obstetrics and gynecology residents. The role is appealing due to its location at a Level I Trauma Center with access to advanced surgical facilities and a vibrant city environment known for family-friendly living. The position offers a collaborative academic culture and a comprehensive benefits package supporting work-life balance.

The Director of Clinical Services role oversees the operational and clinical effectiveness of the PACE clinic, homecare, and medication departments at Volunteers of America National Services. Key responsibilities include managing nursing care delivery, developing clinical policies in collaboration with the medical director, supervising department managers, and ensuring regulatory compliance and quality improvement. This onsite position in Louisville, Kentucky, offers a supportive, mission-driven environment recognized as a Great Place to Work. The role appeals to leaders seeking career growth within an inclusive culture that values team collaboration and purposeful work with the elderly population.