Cfp Jobs

Field-based sales consultant to advise financial advisors on Columbia Threadneedle mutual funds and separate accounts while driving regional sales and deepening advisor relationships.

Serve as the founding advisor for Stash’s premium virtual financial guidance program, combining CFP expertise with AI-driven tools to deliver personalized 1:1 coaching to everyday investors.

M&T Bank seeks an experienced Senior Wealth Advisor to lead a relationship team and expand fee‑based wealth management relationships for high‑net‑worth clients.

Key Private Bank is hiring a licensed Senior Relationship Manager in Salt Lake City to advise high-net-worth clients and lead cross-functional teams to deliver tailored banking, lending and investment solutions.

KeyBank seeks a Private Client Advisor to provide investment solutions and holistic financial planning to Mass Affluent clients in Brewster, NY.

KeyBank seeks an Associate Private Client Advisor in Mahopac, NY to support Private Client Advisors serving Mass Affluent clients through planning-led investment solutions and branch collaboration.

Focus Partners Wealth is hiring a Wealth Advisor in Needham, MA to support HNW and UHNW clients alongside a senior partner, delivering comprehensive investment, tax, estate, and retirement planning solutions.

Facet is hiring a Senior Financial Sales Representative to grow its member base by conducting consultative, remote sales that clearly communicate the value of flat-fee, comprehensive financial planning.

Cerity Partners seeks an experienced Principal Wealth Advisor in Indianapolis to lead client relationships, deliver personalized wealth plans, and grow assets under management while ensuring outstanding client service.

Cerity Partners is hiring a Senior Principal Wealth Advisor in Boston to lead client relationships, create customized wealth plans, and expand assets under management through strategic advisory and cross-department collaboration.

Financial Services of America is hiring a Financial Advisor to lead our new Chesterfield, MI office, deliver comprehensive retirement planning, and engage prospects through hosted seminar events while leveraging company-provided leads.

Stifel seeks an experienced Senior Personal Trust Administration Officer to manage complex trusts, coordinate estate and post-death administration, and lead trust staff in its St. Louis trust operations.

Stash is hiring a certified financial professional to deliver virtual, 30-minute advisory sessions in a pilot program that pairs personalized financial guidance with AI-driven customer insights.

Experienced wealth management professional needed to lead client relationships, deliver comprehensive financial planning, and grow AUM as a Principal Wealth Advisor on Cerity Partners' Houston team.

Lead partner engagement and top-of-funnel activation for Distyl by managing CRM-driven pipeline, coordinating partner marketing, and driving high-impact brand and event initiatives.

Experienced quantitative analyst needed to support liquidity metrics, contingency funding planning, and regulatory reporting through data analysis, visualization, and cross-functional collaboration at FNBO.

A field-focused Retirement Plan Consultant II role delivering participant education and plan sponsor support to grow plan engagement and assets for Corebridge Financial.

Lead advisory relationships for HNW and UHNW clients at Northern Trust, providing fiduciary guidance, wealth planning, and relationship-driven solutions.

The Strategic Event Programming Manager will design and manage thought-leadership programming and speaker experiences that raise ASA's national profile and advance career readiness for students and young professionals.

Northern Trust is looking for a Sr. Investment Associate to support investment management processes and client portfolios at their Lake Forest office.

Experienced Financial Advisor needed to provide expert wealth planning and client engagement remotely for a boutique independent RIA based in Phoenix, Arizona.