Wealth Advisor
$300K/yr
The Firm has been growing consistently year over year with a fast paced, collegial culture, and ... CFP, CPA, CFA or JD * 5+ years experience leading relationships with high net worth clientele
$300K/yr
The Firm has been growing consistently year over year with a fast paced, collegial culture, and ... CFP, CPA, CFA or JD * 5+ years experience leading relationships with high net worth clientele
$300K/yr
The Firm has been growing consistently year over year with a fast paced, collegial culture, and ... CFP, CPA, CFA or JD * 5+ years experience leading relationships with high net worth clientele
Your Opportunity As a Career Foundation Program (CFP) Associate in Supply Chain, you will gain ... Bachelor's degree from an accredited four-year college or university in Supply Chain Management ...
Your Opportunity As a Career Foundation Program (CFP) Associate in Supply Chain, you will gain ... Bachelor's degree from an accredited four-year college or university in Supply Chain Management ...
$300K/yr
The Firm has been growing consistently year over year with a fast paced, collegial culture, and ... CFP, CPA, CFA or JD * 5+ years experience leading relationships with high net worth clientele
$300K/yr
The Firm has been growing consistently year over year with a fast paced, collegial culture, and ... CFP, CPA, CFA or JD * 5+ years experience leading relationships with high net worth clientele
... year restriction) Preferred Qualifications * Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or ...
... year restriction) Preferred Qualifications * Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or ...
$300K/yr
The Firm has been growing consistently year over year with a fast paced, collegial culture, and ... CFP, CPA, CFA or JD * 5+ years experience leading relationships with high net worth clientele
$300K/yr
The Firm has been growing consistently year over year with a fast paced, collegial culture, and ... CFP, CPA, CFA or JD * 5+ years experience leading relationships with high net worth clientele
Tampa, FL · On-site
$130K/yr
... year restriction) Preferred Qualifications * Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or ...
Quick apply
Tampa, FL · On-site
$130K/yr
... year restriction) Preferred Qualifications * Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or ...
$300K/yr
The Firm has been growing consistently year over year with a fast paced, collegial culture, and ... CFP, CPA, CFA or JD * 5+ years experience leading relationships with high net worth clientele
$300K/yr
The Firm has been growing consistently year over year with a fast paced, collegial culture, and ... CFP, CPA, CFA or JD * 5+ years experience leading relationships with high net worth clientele
Your OpportunityAs a Career Foundation Program (CFP) Associate in Supply Chain , you will gain ... What We're SeekingBachelor's degree from an accredited four-year college or university in Supply ...
Your OpportunityAs a Career Foundation Program (CFP) Associate in Supply Chain , you will gain ... What We're SeekingBachelor's degree from an accredited four-year college or university in Supply ...
$170K/yr
... year compensation package Requirements * 5+ years independently managing high-net-worth clients * Advanced designations such as CFP, CPA, JD or CFA preferred
$170K/yr
... year compensation package Requirements * 5+ years independently managing high-net-worth clients * Advanced designations such as CFP, CPA, JD or CFA preferred
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
Stamford, CT · On-site
$60K/yr
Series 65 * CFP or CFA * Bachelors degree in finance or a related field; top grades * Previous ... with 30 year history applying classic portfolio management principles. No salespeople. No ...
Quick apply
Stamford, CT · On-site
$60K/yr
Series 65 * CFP or CFA * Bachelors degree in finance or a related field; top grades * Previous ... with 30 year history applying classic portfolio management principles. No salespeople. No ...
East Syracuse, NY · On-site
$100K/yr
Increase Fee Income year-over-year including Reoccurring Fee Income * Service Excellence ... BA/BS degree * CFP certification preferred * Series 7 and 65 licenses with a clean U-4 history ...
East Syracuse, NY · On-site
$100K/yr
Increase Fee Income year-over-year including Reoccurring Fee Income * Service Excellence ... BA/BS degree * CFP certification preferred * Series 7 and 65 licenses with a clean U-4 history ...
Wayzata, MN · On-site
$21.84 - $30.83/hr
Required Qualifications * 0 - 1 Year Experience * Must be 18+ years old * Food Handlers certification issued by an ANAB-CFP accredited food sanitation program within 90 Days Preferred Qualifications
Wayzata, MN · On-site
$21.84 - $30.83/hr
Required Qualifications * 0 - 1 Year Experience * Must be 18+ years old * Food Handlers certification issued by an ANAB-CFP accredited food sanitation program within 90 Days Preferred Qualifications
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
San Antonio, TX · On-site
$48.08 - $52.88/hr
Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or ... Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering ...
New
San Antonio, TX · On-site
$48.08 - $52.88/hr
Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or ... Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering ...
New
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$150K - $350K/yr
Candidates must have a four-year degree * Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series ...
$61K - $68.3K
4% of jobs
$68.3K - $75.5K
5% of jobs
$75.5K - $82.8K
11% of jobs
$86.7K is the 25th percentile. Wages below this are outliers.
$82.8K - $90.1K
9% of jobs
$90.1K - $97.4K
14% of jobs
The median wage is $100.7K / yr.
$97.4K - $104.6K
15% of jobs
$110.9K is the 75th percentile. Wages above this are outliers.
$104.6K - $111.9K
20% of jobs
$111.9K - $119.2K
12% of jobs
$119.2K - $126.5K
4% of jobs
$126.5K - $133.7K
2% of jobs
$133.7K - $141K
4% of jobs
$61K
$101.9K
$141K
| Aspect | Cfp Year | Financial Planner |
|---|---|---|
| Credentials | Requires CFP certification renewal each year | May hold CFP or other financial certifications, but renewal is not annual |
| Work Environment | Typically involves annual compliance and continuing education | Advises clients on financial planning, often with ongoing client relationships |
| Industry Usage | Used to denote the year of CFP certification renewal | Refers to a professional providing financial planning services |
| Search Intent | Looking for CFP certification updates or renewal info | Seeking financial planning services or professionals |
The Cfp Year specifically refers to the annual renewal period for Certified Financial Planners, emphasizing certification compliance. In contrast, a Financial Planner is a professional offering comprehensive financial advice, which may or may not involve CFP certification. Understanding this difference helps clients find the right professional or renewal information based on their needs.
Overview
Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
No portable book of business required
Clear track toward granted equity
Highlights
Requirements
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Recruiting and staffing services
11 - 50 Employees
Long Beach, NY, US
2017