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Found 13 jobs
Career-Line Assistant Professor (Lecturer) in Financial Planning and Counseling
The faculty member will have an 80% teaching and 20% service nine-month, full-time appointment in the FCS.
Wealth Planning Associate
This role will be responsible for technical tasks as well as have the opportunity to learn the soft skills necessary for a long term career
Breakwater Investment Management, an independent boutique financial planning and investment advisory practice, is seeking a full-time, kind, proact...
Supervise staff, tax returns, payroll tax filings, income tax projections, review monthly and quarterly financial statements, administer trusts, etc.
Senior Planner, CFP
Build and execute financial plans for clients in or approaching retirement. CFP or ChFC; Life and Health License, Series 65.
Financial Advisor / Financial Planner
Part of a service team that manages client relationships, guides the investment philosophy, and leads the overall financial planning strategy.
Certified Financial Planner
At Donaldson Capital Management, people are our purpose. We strive to hire “good heads and great hearts” because our relationships and our people s...
Program Director, Financial Planning Program
The Program Director, Financial Planning will oversee all academic aspects of the program and is responsible for all program/course academic content.
SUMMARY: We are seeking an Associate Advisor that will support the firm’s Financial Advisory Team by focusing on drafting financial plans and dev...
9-month Professor of Practice/Teaching Assistant Professor (non-tenure track) or Assistant Professor
The Department of Personal Financial Planning, within the College of Health and Human Sciences at Kansas State University, is currently seeking a 9...
As an Associate Advisor at Hutchinson Capital Management (HCM), you will primarily be responsible for providing ongoing support of client relations...
Positive, family-first culture and flexible work environment. You will be mentored by a Senior Advisor. Milestone is 57% women-owned.
Customer Success Manager
Advyzon has been named to the Best Places to work in Fintech list for the third year in a row and consistently earns top client satisfaction scores.