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The Chief Financial Officer at Cayuse Holdings, LLC will help shape strategy and direction of the company (with the CEO and Executive Leadership Team) as we grow from $100M to $1B. The core role of the CFO is a balance of strategic planner, change catalyst, operator, and steward of the company.
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Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 65 preferred.
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
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Experience creating recommendations to attract search engine traffic utilizing tools such as Ahrefs, SEMRush, Google Search Console, Google Keyword Planner, Google Looker Studio, Google Analytics, etc.
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The STAR Program is a unique opportunity to transition from public accounting to industry and gain exposure to various financial disciplines and Honeywell processes. Conduct financial due diligence and apply accounting procedures while also gathering and analyzing data.
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Certified Financial Planner (CFP) Chartered Financial Advisor (CFA) As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) of your time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit organizations.
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Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures. · Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals.
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Certified Financial Planner™ designation strongly preferred. We are a rapid growing RIA seeking a Wealth Planner to join our team. RIA seeks a full-time Wealth Planner. The Wealth Planner role enhances the client experience at Ashton Thomas Private Wealth by providing exceptional wealth planning to help clients set and reach their goals and objectives.
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Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
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As a Director, Retirement Planner, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners.
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From researching systems solutions, testing, and evaluating their impacts, the ideal candidate will be a detailed planner, expert communicator, and top-notch analyst. The Intersect Group is seeking a critical thinker who has a good understanding of accounting and financial reporting and enjoys troubleshooting and streamlining processes/solutions for improved efficiency and productivity.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
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To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs. In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
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Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor. Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
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Job DescriptionJob DescriptionThe Financial Planner OpportunityWere looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals.
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financial planner jobs in Phoenix, AZ
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