- Charles Schwab (Westlake, TX)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... execute our strategy. Essential skills include: + Master's level or equivalent Financial Planning-related designation + CFP (R) designation is required. + Active… more
- Kestra Financial (Avon, CT)
- We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... in finance, business, accounting, or a related field (Master's degree preferred). Certifications: CFP (R) (Certified Financial Planner ) required; CFA, CPA, or… more
- DarkStar Intelligence LLC (Colorado Springs, CO)
- OPERATIONS PLANNER - TASK LEAD/ SENIOR Location: Colorado Springs, CO | Type: Full-Time | Clearance: TS/SCI - SAP Eligible Note: This position is part of an ... upon contract award. Overview DarkStar Intelligence is seeking a Senior Operations Planner to serve as Task...support internal and external coordination. + Lead and support CFP -FP and ICT activities, including system tracking, briefings, and… more
- US Bank (Denver, CO)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** The PWM Wealth Planner is focused on providing clients with comprehensive and...work directly with clients, or in conjunction with the senior team members. Basic Qualifications - Bachelor's degree or… more
- UMB Bank (Kansas City, MO)
- …high value family client segments as a client-facing Wealth Planner + Senior mentor for other financial planners on the team; regularly provides guidance ... within 120 days of employment + 5+ years of applicable experience within Financial Services + CFP or in pursuit of PREFERRED: + CFP or advanced designation… more
- City National Bank (Santa Fe, NM)
- …Demonstrable expertise in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain ... Rochdale's high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the… more
- KeyBank (Elkhart, IN)
- …to ultra-high net worth clients (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (required) **Tactical Skills** + Expertise ... **Location:** 300 Nibco Parkway, Elkhart Indiana **Job Summary** The Senior Wealth Planner ( Planner ) is...Summary** The Senior Wealth Planner ( Planner ) is responsible for delivering financial planning… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description About the Role We're looking for an experienced Financial Lead Planner to strengthen client relationships and deliver comprehensive financial ... expertise, leadership, and exceptional client service. You'll collaborate with senior advisors, mentor team members, and ensure clients receive personalized,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …send your resume via LinkedIn to JC del Rosario - I'd love to connect! Lead Planner About the Role We're seeking an experienced Lead Planner to manage and deepen ... client relationships while providing holistic financial planning and wealth management solutions. This role combines technical expertise, leadership, and client… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with...make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor ... a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more