- Financial Planner Recruiting, LLC (New York, NY)
- Job Description: Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial ... their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments,… more
- SS&C Technologies (New York, NY)
- …mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Job Title: Senior Event Planner Locations : New York, NY Get To Know Us: For ... success. With industry-specific solutions from the alternatives space to healthcare to wealth management, SS&C is leading the way toward the future. SS&C… more
- Conagra Brands, Inc. (Omaha, NE)
- …plans, wellness incentive program, mental wellbeing support and fitness reimbursement Wealth : Great pay, bonus incentive opportunity, matching 401(k) and stock ... purchase plan Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities Our… more
- Executive Alliance (Great Neck, NY)
- …to expand into a wealth management practice and obtain a Certified Financial Planner or other suitable license Desire to work in a small CPA firm and handle ... certified public accountant to join the firm at a senior level and transition into a partner and full...returns. Ideally, you will later obtain a Certified Financial Planner (CFP) or another financial planning license to grow… more
- Bank of America (San Francisco, CA)
- …to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to ... Private Wealth Relationship Manager (FP) San Francisco, California **To...service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- HUB International (Bethesda, MD)
- …strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner , thoughtful listener, have a strong ... success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor, you will work directly with referral partners, and prospective… more
- HUB International (Albuquerque, NM)
- …strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner , thoughtful listener, have a strong ... to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients… more
- TIAA (Dallas, TX)
- **Sr. Financial Planner ** The Senior Financial Planner writes and supports financial planning for Wealth Management Advisors, Advisory Consultants, and ... plans and uses intermediate-level communication skills to provide on-demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services… more
- Edward Jones (Dallas, TX)
- …them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial advisor, client and ... have a desire to be a part of the wealth management process? Do you have a strong background...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth… 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 ... financial planning and wealth management services. The ideal candidate will have deep...related field (Master's degree preferred). Certifications: CFP(R) (Certified Financial Planner ) required; CFA, CPA, or other relevant designations are… more
- Umpqua Bank (Walnut Creek, CA)
- Senior Wealth Advisor Wealth Management Irvine, California San Diego, California Los Angeles, California Walnut Creek, California San Jose, California Santa ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... Are you a Certified Financial Planner (CFP(R)) with a passion for transforming lives...using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Job Title: Senior Wealth Manager Location: Mill Valley, CA (Hybrid: 2-3 days/week onsite) Salary: $150,000 - $200,000+ (DOE) + Bonus + Profit Sharing ... compliance and accurate records of all client interactions + ( Senior Wealth Manager) Lead complex client engagements,...in Finance, Business, or related field + Certified Financial Planner (TM) (CFP(R)) designation required + Series 65 or… more
- Deloitte (New York, NY)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST,… more
- M&T Bank (New York, NY)
- …Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and ... communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their… more
- UMB Bank (Kansas City, MO)
- …confidentiality, and misstatements of financial results. + You will work collaboratively with Senior Wealth Planners and others on team to solve for complex ... UMB's **Private Wealth Management team** custom-tailors services for clients, incorporating...needs now, and in the future. As the **Financial Planner II** , you will be working closely with… more
- Conagra (Omaha, NE)
- …wellness incentive program, mental wellbeing support and fitness reimbursement + Wealth : Great pay, bonus incentive opportunity, matching 401(k) and stock purchase ... plan + Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement + Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities **Our… more
- Truist (Philadelphia, PA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- Lockheed Martin (Colorado Springs, CO)
- …Colorado Springs, CO or Huntsville, AL and will serve as a Integrated Program Planner on C2BMC Next\. Other locations that we will consider include Littleton, CO and ... Manassas, VA\. As an Integrated Program Planner you will work in a cross\-functional team, collaborating...of professional experience\.** **WHY JOIN US** **Your Health, Your Wealth , Your Life** As an employee at Lockheed Martin,… more
- Leidos (Hampton, VA)
- …to your success and growth. We are currently seeking a **Mid-Level Intelligence Exercise Planner ** to join our dynamic team at Langley Air Force Base, Virginia. This ... of the USAF Air Combat Command's (ACC) ISR mission. With a wealth of opportunities for technical skill development, career advancement, and internal mobility,… more
