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Certified Financial Planner Jobs

147,181 Certified Financial Planner Jobs

Jobs within 5000 miles of Ashburn, VA
Tamar Securities LLC

Certified Financial Planner

Tamar Securities LLC Simi Valley, CA
  • $75K to $110K Annually
  • Vision Medical Life Insurance 401k Dental
  • Full-Time

Applicants with an MBA and the Certified Financial Planner designation are preferable. Financial Planner Duties and Responsibilities * Provide financial advice or solutions based on client needs and ...


Senior Financial Planner

  • $85K to $105K Annually
  • Full-Time

CFP Designation required- CPA/PFS can be used in lieu of * Knowledge of financial planning software such as: eMoney or Money Guide Pro preferred * 5-7 years' experience in financial services or ...

Bluespring Wealth Partners

Associate Financial Planner

Bluespring Wealth Partners Rockville, MD
  • Full-Time

Curo Private Wealth, a growing financial planning and investment management firm, is seeking an ... CERTIFICATIONS, LICENSES, REGISTRATIONS: * Series 7 and Series 66; one required, both preferred ...

Thrivent Financial Services - Sacramento

Certified Financial Planner

Thrivent Financial Services - Sacramento Roseville, CA
  • $95K to $135K Annually
  • Full-Time

Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required * Success as a financial ...

GrowthWise Search Partners

Financial Planner / Jr. Financial Planner

GrowthWise Search Partners Roseville, CA
  • $80,000 Annually
  • Full-Time

You are a licensed Certified Financial Planner (CFP) or on your way to obtaining your certification (the Firm will support your licensing fees and FINRA licensing costs) * Desire for upward growth ...

  • $75K to $110K Annually
  • Full-Time

The Financial Planning Analyst will report to the Chief Financial Officer (CFO) and will collect ... Preferred Qualifications * MBA, CPA, CMA, or other related advanced degrees and/or certifications

Northwestern Mutual - Puget Sound

Certified Financial Planner

Northwestern Mutual - Puget Sound Seattle, WA
  • $85K to $120K Annually
  • Full-Time

Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required * Knowledge of the financial ...

Sierra Pacific Financial Advisors, LLC

Financial Planning Associate

Sierra Pacific Financial Advisors, LLC San Jose, CA
  • $60K to $85K Annually
  • Medical 401k Dental
  • Full-Time

Enroll or Complete in Certified Financial Planner (CFP) Professional Education Program is preferred Compensation: competitive salary plus performance-related bonus Benefits: 401k plan and matching ...


Financial Planning Analyst

Numeris Remote, OR
  • Full-Time

Role Summary The financial planning analyst will be primarily responsible for the monthly analysis ... Undergraduate degree Required. * CPA designation is an asset. What's in it for you? * Be part of an ...

Creative Financial Staffing (CFS)

Financial Planning Analyst

Creative Financial Staffing (CFS) Fresno, CA
  • $65K to $85K Annually
  • Vision Medical Life Insurance 401k Dental
  • Full-Time

... by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance & IT professionals, CFS has unique resources to better understand ...

  • $75K to $101K Annually
  • Full-Time

... to fill a Financial Responsibility Unit Supervisor (Environmental Planner 5) position. This ... You and your team will develop and implement a new certificate program to ensure oil facilities ...

DTG Enterprises Inc

Financial Planning Analyst

DTG Enterprises Inc Bothell, WA
  • $95K to $115K Annually
  • Full-Time

Please read on for those looking for a financially rewarding career with an ultra-diverse workforce ... In-house fully certified Commercial Driver (CDL) School. * Up to $5,000 tuition reimbursement ...

Leadstack Inc

Financial Analyst - FP&A

Leadstack Inc Palo Alto, CA
  • $30 to $32 Hourly
  • Full-Time

LeadStack Inc. is an award-winning, one of the nation's fastest-growing, certified minority-owned ... Palo Alto, CA Job Description The Financial analyst will be a key member of the FP&A team and will ...

WFG Transamerica

Financial Advisor

WFG Transamerica Salinas, CA


  • $30K to $150K Annually
  • Part-Time

This includes retirement planning, college planning, investments, insurances, etc. Our mission is ... NO prior certification, experience, or education necessary.

CVS Health

Senior FP&A Analyst

CVS Health Kenner, LA
  • $44K to $100K Annually
  • Full-Time

As a Senior FP&A Analyst, you will be a key collaborator with the plan CFO and other departments in ... , CPA, FSA or equivalent • Project management and process improvement skills preferred • ...

Lutheran Community Services Northwest

FP&A Manager

Lutheran Community Services Northwest Portland, OR
  • $71,148.35 Annually
  • Full-Time

... in FP&A is required CPA or MBA preferred but not requiredLanguage Skills: Excellent communication skills with the ability to read, write, and speak in English. Excellent customer service skills a ...

CVS Health

FP&A Manager - NY/NJ Market

CVS Health Hartford, CT
  • $60K to $130K Annually
  • Full-Time

... CPA -Project management -Experience with SAP S/4 HANA or Hyperion -Knowledge of healthcare, managed care insurance or CVS Health -Finance - Financial analysis - closing, planning, forecasting ...

Mercer Advisors, Inc.

Financial Planner

Mercer Advisors, Inc. Walnut Creek, CA
  • Full-Time

Must have a CFP (Certified Financial Planner) designation * Has achieved foundational knowledge of job skills as a Client Service Specialist * Excellent Client Focus * Continually seeks to enhance ...

  • $120,856 Annually
  • Full-Time

... certifications and/or MBAExtensive analytical experienceInterested but Concerned You're Not Qualified?Don't meet every single requirement? At TransPak, we are building a diverse, inclusive and ...

  • Full-Time

This includes the planning processes that creates, manages, prioritizes, and reports on the plan ... Advanced degree or professional certification preferred. Three to five years of Finance, Reporting ...

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