- USAA (Phoenix, AZ)
- …license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER ( CFP ) designation 10 or more years of Retirement ... USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- 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
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible ... Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized...with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with… 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
- Columbia Bank (Los Angeles, CA)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They… more
- HUB International (Albuquerque, NM)
- … financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner , thoughtful listener, have a ... industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP… more
- Deloitte (Princeton, NJ)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring,"… more
- Deloitte (Raleigh, NC)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Kansas City, MO)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Wells Fargo (Atlanta, GA)
- …and/or professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- Wells Fargo (Boston, MA)
- …and/or professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
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