Financial Planner

Financial Planner Finance Jobs

11 jobs found

Financial Advisor/Wealth Manager - Wilmington

Florida Financial Advisors Wilmington, DE

26d ago

$70k - $100k/yr Full time Manager Marketing Advisor

Manager Marketing Advisor

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Job Description

Overview

Tristate Financial Advisors, an FFA company, supports professionals in building their own financial success by helping clients pursue theirs. Prior finance experience is not required to join our team. We seek energetic individuals with strong interpersonal skills, a solid work ethic, and an entrepreneurial mindset. Comprehensive training, robust resources, and strong support are provided to help you exceed your own expectations.

We have reimagined the way financial guidance is delivered. Our approach offers clients greater confidence in planning for their futures by addressing a broader view of their professional and financial realities, not just personal finances. Daily activities include identifying potential clients, meeting with them to assess needs, creating tailored financial plans, maintaining ongoing client relationships, and delivering continuous guidance.

Our culture blends innovation with practical, results-driven thinking. The environment is fast paced yet relaxed, focused on serving working-class clients with full-spectrum financial planning and wealth management to help them achieve their goals.

What you'll do

Identify and set appointments with prospective clients
Meet with clients to evaluate their financial needs
Develop customized financial plans aligned with clients' goals
Maintain strong relationships and monitor client progress over time
Provide ongoing consultation and support to clients

Training and growth opportunities

One-on-one coaching from experienced leaders in the local financial planning community
A comprehensive training program covering financial planning, portfolio analysis and management, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential with first-year earnings often reaching $100,000 or more, with compensation largely tied to results
Clear career progression paths within the company, including leadership opportunities such as District Manager, Field Vice President, and other roles

Job Requirements

Associate’s degree in business or a related field
Must obtain the appropriate series licenses and qualify to become a Financial Advisor before starting in office
Must be a U.S. citizen or a permanent resident
Willing to work in the office

Compensation and Benefits

Compensation is provided after licenses and qualifications to be a Financial Advisor are met. The average first-year earnings for a Financial Advisor exceed $70,000, with top earners surpassing $100,000.

Health insurance
Life insurance
Retirement plan

Job Details

Job Type: Full-time
Work Location: In person, Wilmington, Delaware

Learn more

Website: http://www.tristatefa.com

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Financial Advisor/Wealth Manager - Nashville

Tristate Financial Advisors Nashville, TN

26d ago

$70k - $100k/yr Full time Manager Marketing Advisor

Manager Marketing Advisor

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Job Description

Tristate Financial Advisors, an FFA company, enables you to build personal financial success by helping clients reach their own goals. Prior finance experience is not required to join the team, but you should bring energy, strong interpersonal skills, a solid work ethic, and an entrepreneurial mindset. We provide extensive training, resources, and support to help you outperform your own expectations.

Overview of the role

As a modern financial advisor, you will embrace a progressive approach to financial guidance. We have reinvented traditional advice to offer clients a higher level of confidence in their futures. Our focus extends beyond the typical scope by considering the client’s professional life as part of their overall financial picture.

Responsibilities

Identify potential clients and schedule appointments
Meet with clients to assess financial needs
Develop customized financial plans aligned with client goals
Maintain strong client relationships and monitor progress over time
Provide ongoing consultation and support

Culture and approach

We foster a culture described as a blend of Google and Wall Street. The environment is energetic and fast paced while remaining accessible, supporting rapid growth. We serve working-class individuals with comprehensive financial planning and wealth management to help them realize their aspirations.

What this role offers

One-on-one training from experienced local leaders in financial planning
A comprehensive training program covering financial planning, portfolio analysis, management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential with the possibility to reach $100,000+ in the first year; compensation is largely performance-based
Opportunities for substantial career growth within the company, including a leadership track with roles such as District Manager and Field Vice President

Requirements and qualifications

Associate’s degree in business or a related field
Must obtain series licenses and qualify to be approved as a Financial Advisor before starting in office
U.S. citizen or Permanent Resident
Willing to work in the office

Compensation and benefits

Average first-year earnings exceed $70,000, with top earners surpassing $100,000
Compensation is provided after completing the necessary licenses and qualifications to become a Financial Advisor
Benefits include health insurance, life insurance, and a retirement plan

Location and work setup

Location: Nashville, TN 37217
Work Location: In person
Job Type: Full-time

More information

Visit our website for additional details: tristatefa.com

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Financial Advisor/Wealth Manager - Charleston

Florida Financial Advisors Mount Pleasant, SC

26d ago

$70k - $100k/yr Full time Manager Marketing Advisor

Manager Marketing Advisor

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Job Description

Overview

Tristate Financial Advisors, an FFA company, supports your path to financial success by helping clients achieve their own goals. Prior experience in finance is not required; what matters is energy, strong people skills, a solid work ethic, and an entrepreneurial mindset. We provide extensive training, resources, and the backing you need to exceed your own expectations.

Our approach

We emphasize a modern approach to financial guidance. Our objective is to offer clients a new level of confidence for their futures. Rather than focusing solely on personal finances, we consider the client’s professional life as part of their overall financial picture.

Daily responsibilities

Identify and set appointments with prospective clients
Meet with clients to assess their financial needs
Develop customized financial plans to address clients' goals
Maintain strong client relationships and track progress over time
Provide ongoing consultation and support

What sets us apart

Our culture blends a dynamic, fast-paced environment with a relaxed, approachable atmosphere. We have grown quickly by serving working-class clients with comprehensive financial planning and wealth management to help them realize their dreams.

Position highlights

One-on-one training from experienced local leaders in financial planning
A comprehensive program covering financial planning, portfolio analysis and management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential with six-figure first-year earnings possible; compensation largely derived from results
Significant career growth opportunities within the company, including a leadership program with roles such as District Manager and Field Vice President

Job requirements

Associate’s degree in business or a related field
Must obtain Series licenses and qualify to be approved as a Financial Advisor before starting in office
Must be a U.S. citizen or Permanent Resident
Willing to work in the office

Compensation and timing

Compensation is provided after license attainment and qualification. The average earnings for a first-year Financial Advisor exceed $70,000, with top earners surpassing $100,000.

Location and employment type

Location: Mount Pleasant, South Carolina 29464. Work is in person, full-time.

How to apply

Visit our website for more information: http://www.tristatefa.com

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Financial Planner

The MOHR Enterprises LLC Fremont, CA

27d ago

$150k - $165k/yr Full time Assets Under Management Business Development CFP

Assets Under Management Business Development CFP

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Job Description

Overview

We are partnering with a well-established, client-focused financial planning and investment firm to identify an experienced financial services advisor. This is a long-term opportunity for a professional who values strong client relationships, high ethical standards, and delivering meaningful financial outcomes.

What You’ll Do

Serve as the primary contact for clients and cultivate lasting relationships
Lead client meetings and present investment strategies and financial plans
Manage follow-ups and maintain detailed client records
Review and update financial plans based on client goals
Support business growth by bringing in new clients
Identify opportunities to add assets under management

What We’re Looking For

10+ years of client-facing experience in financial services
Series 65 license (or equivalent) required
CFP designation is a plus
Strong understanding of investments, financial markets, and financial planning
Experience working with high-net-worth clients
Excellent communication and relationship-building skills
Highly organized with strong attention to detail
Ability to manage multiple priorities in a fast-paced environment
Professional, ethical, and client-focused mindset
Strong work ethic and accountability
Positive, proactive, and solutions-oriented approach
Comfortable working under pressure
Strategic thinker with solid problem-solving skills
High level of integrity and confidentiality

Benefits

401(k) with company match
Health, dental, and vision insurance
Life insurance
Health savings account (HSA)
Paid time off
Tuition reimbursement

Compensation & Location

Compensation: $150,000 to $165,000 plus benefits

Location: Fremont, CA 94536

Equal Opportunity

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com

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Private Wealth Financial Planner

TPM Placement Los Angeles, CA

28d ago

$140k - $155k/yr Full time Bachelor's Degree CFP Client Relationship Management

Bachelor's Degree CFP Client Relationship Management

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Job Description

Overview

We are a fast-growing, client-centered boutique firm dedicated to transforming lives through deeply personalized wealth management. Our approach delivers sophisticated strategies with precision, integrity, and care, creating clarity and confidence for ultra-high-net-worth individuals and families while fostering enduring, multi-generational relationships. Our diverse client base reflects many facets of our shared cultural heritage, and our entrepreneurial clients are among the most rewarding to work with. Advocating for clients is the highest honor we pursue.

About the Role

We are seeking a Private Wealth Financial Planner to take a central role in delivering comprehensive strategies and an exceptional client experience. This influential position thrives in a collaborative, growth-oriented environment. You will lead and support advanced planning for ultra-high-net-worth individuals and families while elevating the firm’s overall planning culture.

What We Look For in a Teammate

Client-first and relationship-driven approach
Highly detail-oriented and analytical mindset
Confident communicator who can simplify complex strategies
Strong listening skills and a willingness to learn from others
Empathy and kindness in all interactions
Collaborative and team-oriented attitude
Growth-minded with a passion for continuous improvement

Responsibilities

Serve as the lead planner for ultra-high-net-worth and complex client relationships
Develop, present, and maintain comprehensive financial plans covering retirement, tax, estate, risk management, and investment planning
Translate complex strategies into clear, actionable recommendations
Build trusted, long-term relationships through proactive communication and high-touch service
Participate in and lead client meetings, reviews, and follow-up strategy implementation
Ensure a seamless, white-glove client experience
Collaborate with advisors and external professionals (CPAs, estate attorneys, etc.) on advanced planning strategies
Contribute to sophisticated planning opportunities that support revenue growth and deepen client relationships
Conduct financial modeling, scenario analysis, and planning projections and align investment strategies with comprehensive plans
Contribute to firm-wide planning standards and best practices
Support internal education around financial planning strategies
Identify opportunities to improve systems, technology, and workflows
Help drive organic growth through exceptional service and referrals

Qualifications

CFP designation required
Series 65 preferred
3–5+ years of advanced financial planning experience, preferably with ultra-high-net-worth clients
Strong technical knowledge across retirement, tax, estate, and investment planning
Experience presenting financial plans directly to clients
Bachelor’s degree in finance, business, or related field
Knowledgeable in Excel, eMoney, tax, and planning software

Education & Experience Details

Bachelor’s degree (Required)
Wealth management: 5 years (Required)
Financial planning: 3 years (Required)
Certified Financial Planning: 5 years (Required)

Licenses & Certifications

CFP (Required)
Series 65 (Required)

Compensation, Benefits & Location

Salary: $140,000.00 - $155,000.00 per year

401(k) matching
Health insurance
Retirement plan

Work Location: Hybrid remote in Los Angeles, CA 90012

Apply

Please get in touch today so that we can get to know you and discuss how you might fit within our team. We welcome a diverse pool of applicants from various backgrounds to apply and explore what the firm offers and whether it could be a good fit for both sides.

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Paraplanner

Ameriprise Financial - Minnesota Eagan, MN

1mo ago

$65k - $85k/yr Full time Ameriprise Client Relationship Client Service

Ameriprise Client Relationship Client Service

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Job Description

Location

Eagan, MN 55121
Lakeville, MN – Hybrid

About the Role

Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented Paraplanner to join our Lakeville, MN team. This is a long-term position with the potential to advance to Associate Financial Advisor within 3–5 years, set in a client-focused, values-driven environment with a collaborative culture and hybrid work options.

Your Profile

Licensed (Series 7 and/or 66) are a plus but not required
Experience in financial planning or client service within a wealth management or advisory practice
Long-term Paraplanner role with potential to grow into an Associate Financial Advisor in 3–5 years
Professional, approachable, and enjoys building relationships
Meticulous with attention to detail and strong follow-through
Excellent communicator—both verbal and written
Strong cultural fit with a collaborative, supportive, client-first team (our “Kite”)

Key Responsibilities

Prepare and update financial plans and investment proposals
Assist with client meeting preparation and follow-up actions
Process investment trades and account service requests
Research investment options and product solutions
Maintain client records and documentation in CRM systems
Support overall office operations and advisor workflow

Qualifications

Education: Associate’s degree or higher in a related field required
Communication: Excellent verbal and written communication abilities to interact with clients and team members
Organizational: Ability to manage multiple priorities with accuracy and efficiency
Attention to Detail: Commitment to delivering high-quality, error-free work
Technical Proficiency: Comfortable with standard office software and open to learning new tools
Client-Focused Mindset: Passion for building strong client relationships and delivering exceptional service

Compensation & Benefits

Compensation: Competitive salary of $65,000–$85,000 per year, commensurate with experience. This is an exempt position.

Career Opportunity: A stable, long-term career within a high-performing, values-based team.

Culture: Supportive and respectful office environment where your contributions are valued.

Paid Time Off (PTO): Flexible time-off policy to relax and recharge
Paid Holidays: Holidays observed throughout the year
Retirement Plan: 401(k) and Roth 401(k) with 3% employer contribution
Health Insurance Contribution: 70% of the employee premium and 50% of the premium for dependents
Dental Insurance: Available for employees
Disability and Life Insurance: Company-provided disability coverage and basic life insurance included
Hybrid Work Schedule: Opportunity for a hybrid schedule once established in the role

How to Apply

If you value doing important behind-the-scenes work, bring strong attention to detail, and thrive in a supportive team setting, we’d love to hear from you. Please submit your resume and a brief cover letter to apply.

Equal Opportunity Employer

Fireside Wealth is an equal opportunity employer. We welcome applicants from all backgrounds and experiences.

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Associate Advisor - Financial Services

TalentLink Solutions Rockford, IL

1mo ago

$55k - $75k/yr Full time Advisor Associate Client Relationship

Advisor Associate Client Relationship

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Job Description

About the Firm

TalentLink Solutions is a family-owned, successful, and growing financial planning practice based in Rockford, Illinois (ZIP 61108). We have a proud history of helping clients and their families achieve their goals through comprehensive planning and thoughtful, strategic guidance across every stage of life and across generations. Our approach goes beyond surface-level solutions; we take the time to understand the full story of each client and apply deep expertise across financial planning, retirement planning, tax and estate strategies, investment management, insurance analysis, and more. Integrity, support, and experience define who we are and how we serve our clients.

Position Overview

The Associate Advisor plays a pivotal support role within the advisory team, client base, and the broader firm. The position is designed to amplify the effectiveness of our client-facing advisors by owning essential planning, analysis, and coordination tasks while also aiding core business operations that keep the firm running smoothly. Acting as an extension of the advisory team, the Associate Advisor handles financial data gathering and analysis, inputs into planning software, research on complex planning scenarios, and the creation of polished client-facing materials. The role requires collaborating with internal teammates and external professionals to ensure client plans are implemented accurately and efficiently. The ideal candidate is highly organized, meticulous, and enjoys working with people. You are an active listener who anticipates needs, follows through on commitments, and takes pride in seeing plans executed and clients well cared for. Strong communication, efficiency, and a high standard for accuracy are essential, as the quality of this work directly impacts client outcomes.

Responsibilities

Client & Advisor Support
- Assist the advisory team by preparing accurate, professional documentation and presentation materials for prospect and client meetings
- Review and verify meeting notes prepared by the Advisor and designated notetaker; assign resulting action items to the appropriate team members through the firm’s contact management system
- Complete assigned action items in line with firm processes and procedures
Financial Planning & Analysis
- Coordinate the development of financial plans, including initial data entry, scenario analysis, and ongoing plan updates
- Collaborate with the advisory team to help clients set short-term and long-term financial goals—retirement planning, investment growth, education funding, estate planning, tax optimization, and risk mitigation
- Continuously monitor financial plans and client data, updating as needed to reflect changes in client circumstances or planning assumptions
Research & Case Support
- Perform research and analysis on investment products and planning strategies; evaluate potential solutions and present findings to the advisory team
- Assist in assessing clients’ current financial situations and needs related to insurance coverage, tax planning, retirement planning, estate planning, and risk management, providing analysis and recommendations for advisor review
- Investigate complex client scenarios, define appropriate resolution steps, and help set client expectations in a timely and professional manner
Coordination & Operations
- Maintain client data across multiple platforms to ensure accuracy, consistency, and continuity
- Collaborate effectively with third-party professionals and service providers—including custodians, insurance companies, attorneys, accountants, and other financial services organizations—to gather documentation, resolve discrepancies, and support client planning needs
- Take on additional support duties as needed, such as handling paperwork processing, scheduling, and other client service-related tasks