Cfp Jobs

Mercer Advisors seeks a detail-oriented Financial Planner II to produce comprehensive client financial plans and partner with advisor teams in a fully remote, client-focused RIA environment.

Midland States Bank seeks an Associate Wealth Advisor to manage and grow client relationships through financial planning, investment guidance, and proactive service.

Experienced wealth management professional sought to lead and grow high-net-worth client relationships within Aprio’s integrated tax and advisory platform.

Root Financial is hiring a CFP® Financial Advisor in Encinitas to serve long-term client relationships, deliver retirement-focused planning, and convert warm inbound leads using Root's proprietary processes.

City National Bank of Florida is hiring a Senior Private Wealth Advisor in Miami to provide investment management and financial planning to affluent clients while growing and retaining assets under fiduciary standards.

Lead relationship management for a mass affluent client portfolio in the Northlake/Toco Hills market, delivering personalized banking, lending, investment and advisory solutions on behalf of Truist.

A 12-month rotational Wealth Management Trainee role at Associated Bank providing hands-on experience across financial planning, trust, retirement, investment management and private banking while supporting CFP certification goals.

Bank of America is hiring a licensed Financial Solutions Advisor in College Station to advise clients on investments and banking strategies while building financial plans and growing client relationships.

Santander is hiring a Wealth Management Risk Associate to manage fiduciary, conduct, and operational risk for HNW/UHNW client relationships and help strengthen the firm's wealth management risk framework.

Experienced wealth professional needed to support private wealth advisors with financial planning, client servicing, reporting, and business development at BMO's Greenwood Village office.

Lead remote, consultative sales efforts to grow Facet’s membership by guiding prospects through the full sales cycle for its flat-fee financial planning service.

Northern Trust is hiring a Trust Advisor in Las Vegas to provide fiduciary oversight, holistic wealth-management advice, and relationship development for high-net-worth clients.

CAPTRUST is hiring a Wealth Relationship Manager Associate to support senior advisors in delivering personalized wealth planning and portfolio implementation for clients in Greenville, SC.

Associate Wealth Management Advisor supporting Private Bank client relationships and working with specialists to grow households, AUM, and deliver advice-based financial solutions.

Experienced CFP®-certified planner sought to lead sophisticated wealth planning analyses and eMoney-driven client presentations for high-net-worth clients within Neuberger Berman’s private wealth practice.

Fidelity is hiring a Planning Consultant in Del Mar to provide financial planning support, present guidance outputs, and uncover client opportunities to strengthen long-term relationships.

HTK seeks an experienced RIA Product Specialist to own and optimize advisory product offerings on Envestnet and TPAM programs while leading due diligence, onboarding, and education across the firm.

D.A. Davidson is hiring a Senior Planner to develop and deliver advanced wealth-planning solutions and advisor support for high- and ultra-high-net-worth clients while producing thought leadership for the firm.

Provide personalized, high-touch wealth planning support to high-net-worth clients and advisors at Fidelity's Edina Private Wealth team.

Sam is recruiting experienced, licensed women professionals to join its remote Expert marketplace as 1099 contractors, delivering short outcome-driven support sessions and practical tools.

Brighton Jones seeks an experienced Lead Advisor in Boston to act as clients' Personal CFO, lead local advisory teams, and deliver comprehensive wealth management across investments, tax, estate, and planning services.

Gould & Ratner LLP is recruiting a Partner-level estate planning and wealth transfer lawyer with a portable book of business to lead client work and grow the Wealth Transfer Practice Group in a hybrid role based in Illinois.

Lead Earned’s national advisory platform as Head of Advisory, building and scaling multi-disciplinary teams, systems, and compensation models to deliver tax-smart wealth and planning services for medical professionals.

New York Life is hiring entrepreneurial Financial Professionals in Uniondale, NY to build client relationships and deliver insurance and financial planning solutions with strong training and uncapped earning potential.

D.A. Davidson seeks motivated early-career candidates for a paid three-year Apprentice Financial Advisor Program that provides licensing, mentorship, and rotational branch experience to launch a career in wealth management.