Certified Financial Planner Jobs in the United States

Campbell & Company, Wealth Advisors, and Certified Public Accountants

Spring Hill, Florida

Our team is led by experienced professionals, including Jackie Campbell, an Investment Adviser Representative with both CFP® certification and CPA license, ensuring we always act in our client's best interests. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys.

BlackStar

Buffalo Grove, Illinois

This is primarily a client-facing, non-sales Financial Advisor role focused on holistic financial planning, retirement planning, and ongoing client service within a collaborative team structure. With approximately $350M AUM and 700+ families served, we are growing and seeking an experienced Financial Planner to join our team as a Lead Planner / Service Advisor.

Larson Financial Group, LLC

St. Louis, MO

Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.

Kestra Financial Independent Advisor

$90000 - $120000

Avon, CT

The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.

Satori Digital

Columbia, MD

Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies. Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning.

Carter Support Services

Libertyville, IL

An established and growing wealth management firm serving the greater Chicago area for over 20 years is seeking an experienced Lead Financial Planner / Service Advisor to join its collaborative advisory team. This is an excellent opportunity for a motivated Financial Advisor who is passionate about retirement planning, comprehensive wealth management, and building meaningful long-term client relationships.

Fletcher Wealth Advisors

$68000 - $112000

Yonkers, NY

Our top advisors have come from diverse backgrounds including past sales experience (car sales, roofing, solar, pest control, merchant services, home security, insurance), retail management or customer service leadership, insurance/banking/mortgage professionals, real estate, hospitality management, former coaches or athletes, personal trainers, military, public service (police, fire, EMTs), teachers, ministry or church leadership, and former small business owners. As a Financial Advisor, you'll work directly with clients to assess their financial needs, recommend appropriate products and strategies, and help them build long-term financial security.

Irongatetalent

Buffalo Grove, IL

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Velvet Ledger Workforce

Buffalo Grove, IL

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

The Perillo Group

Albuquerque, NM

Develop customized financial plans to help clients achieve their financial goals. Provide guidance on investment strategies, retirement planning, and risk management.

Globalchannelmanagement

Buffalo Grove, Illinois

Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients. Lead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.

City National Bank

$122535 - $208715

Houston, TX

Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.

Gatewood Wealth Solutions

$70000 - $108000

Brentwood, MO

Conduct in-depth analysis and scenario planning to identify opportunities and gaps, covering various financial aspects such as retirement planning, cash flow management, risk management, investment management, tax efficiency and estate planning. You will partner with one of our Client Care team of professionals to care for client relationships by actively participating and leading the financial planning process to address retirement, risk management, investment, estate, and tax considerations.

JPMorgan Chase

$95000 - $160000

Los Angeles, CA

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

All Things HR, LLC

Seattle, WA

Knowledge of core financial planning competencies, including cash flow and retirement planning, insurance and risk management, estate planning, and tax strategy, and their role in supporting a client’s long-term financial goals. Collaborate with financial advisors and consultants to prepare and update comprehensive financial plans, including cash flow analysis, retirement projections, tax strategies, and estate planning.

Rincon Consultants, Inc

San Diego, CA

Five to 10 years of experience specifically in California water resources planning, with a significant portion dedicated to SGMA, Groundwater Sustainability Plan (GSP) or Alternative Plan development, Groundwater Sustainability Agency (GSA) support, UWMP or watershed resilience plans . We are looking for an emerging leader in Water Resources Planning who's ready to make a real impact on groundwater sustainability, watershed resilience, urban land-use planning, and long-term water security across the state.

JCDecaux North America

New York, NY

JCDecaux is currently seeking a Sales Planner who will report to the EVP of Sales, Airports and will be responsible for facilitating the sales process with internal departments, manages contracts and timelines, troubleshoots issues, and creates detailed presentation decks. JCDecaux is the #1 outdoor advertising company in the world, we are dedicated to giving brands unique voices and providing messaging platforms through the highest quality out-of-home solutions and first-class services.

NV5

$90000 - $99000

San Diego, California

Overview: NV5 (NYSE: TIC) is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology. With offices nationwide and abroad, NV5 helps clients plan, design, build, test, certify, and operate projects that improve the communities where we live and work.

Hantz Group

Ann Arbor, MI

Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future.

Carnival Global Brand

Miami, FL

Plan for shipboard staffing requirements based on historical trends, drivers, shrinkages, events, etc…The planner handles all inquiries in a timely manner, updates the system to maintain accuracy as needed and provides future assignments to returning crew members. Carnival Cruise Line is the most popular cruise brand in North America and operates a fleet of ships designed to foster exceptionally safe, fun and memorable vacation experiences at an outstanding value.

Jamison Professional Services, Inc. (JPS)

Atlanta, GA

Jamison is a nationwide professional staff augmentation company, that helps commercial clients and government agencies expand their talent acquisition reach by sourcing, assessing, developing, and managing the talent that enables them to be successful. JAMISON CORPORATE OVERVIEW: Jamison Professional Services, Inc. (Jamison) is a Service-Disabled, Veteran-Owned Small Business (SDVOSB), certified Minority Business Enterprise (MBE) headquartered in metropolitan Atlanta, Georgia.

Golden Reserve LLC

$100000 - $125000

Cleveland, OH

Flat Fee – we do not charge a % AUM model based on client’s assets under management – we charge the same flat fee for our client based on the services we provide. · Full-service support – with in-house legal, tax, and client service teams, you’re not alone in delivering value and have many of our resources just down the hall.

Clear Ridge Defense

$140000 - $170000

Fort Meade, MD

Clear Ridge Defense is the premier service solutions provider supporting the Service and Joint cyberspace operations and intelligence community in three core areas of expertise: Cyber Systems & Software Engineering. Clear Ridge Defense is seeking TS/SCI w/polygraph cleared professionals to serve as Offensive Cyber Operations Planners in Fort Meade, MD.

Globus Medical, Inc.

Audubon, PA

Working with Product Development and the Purchasing Team to get quotes for all parts prior to the MIP; Facilitating DFM (Design for Manufacturing) with the selected vendors to confirm capability and any necessary design changes prior to the DCO’s are processed. + Working with Product Development/Marketing to develop Market Introduction Plans (MIP’s), work with supply chain planning group to assess competing priorities and participate in Pre-MIP and MIP approval process.

Edward Jones Investments

Grand Rapids, MI

The Edward Jones Generations® team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. • Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.

NV5

$108680 - $128440

Morristown, New Jersey

Overview: NV5 is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology. This Supervising Planner position offers an opportunity to lead and manage projects related to Complete Streets, Vision Zero, transit access, greenways, streetscapes, park design, and community placemaking for municipalities, regional organizations, and state agencies throughout the northeast.

Kimley-Horn

Fort Lauderdale, Florida

Experience preparing traffic impact studies, multi-modal planning studies and improvements, traffic signal and lighting plans, signing and striping plans, and a variety of technical and planning reports. Contribute to the growth of this practice by participating in client meetings, client communication/coordination, mentorship of junior-level staff, and task management while working with a variety of individuals.

Kimley-Horn

Mesa, Arizona

We take pride in how our employee retention, robust benefits package, and company values have led to Kimley-Horn’s placement on the Fortune “100 Best Companies to Work” list for 18 years! Overview: Kimley-Horn's Mesa, AZ office is seeking a Land Planner with 10+ years of experience to join their Land Planning team!

Asplundh Engineering Services, LLC

Clarksburg, WV

Working EnvironmentWork alone in an outdoor field environment; vehicle and foot patrol of utility power lines; remote locations as well as urban, city environment; physical demands and travel from site to site, including walking/hiking on various surfaces including flat, dry, wet, slippery, uneven, rough, steep terrain, hills, and slopes; exposure to noise, dust, grease, and all types of weather and temperature conditions; exposure to hazardous traffic conditions. PhysicalThe team member must have the sufficient physical ability and mobility to work in a field environment; to walk up to 10 miles per day, stand, sit, and operate a motor vehicle for prolonged periods of time; to frequently stoop, bend, kneel, crouch, run, crawl, climb, reach, twist, grasp and make a repetitive hand, arm and shoulder movement in the performance of daily duties (e.g., forcefully beat down brush); carry, push and/or pull light to heavy amounts of weight, frequently lift up to 10 lbs.

Kimley-Horn

$125000 - $170000

San Diego, CA

Minimum of 8+ years of transit-focused experience, which may include several of the following areas:o Corridor planningo General Plans, Specific Plans, or Precise Planso Short-Range Transit Planso Active transportation planso Multi-modal concept designo Transit operations and performance analysiso Traffic and bicycle/pedestrian analysis. + Be a leader in the planning, management, and delivery of transit projects, with a focus on Bus Rapid Transit (BRT), Light Rail Transit (LRT), Commuter Rail, and On-Demand services.

Kimley-Horn

Memphis, TN

Lead project outreach activities including guiding the direction of public engagement, giving presentations, meeting with community members, businesses, and organizations to explain the project scope, impacts, benefits, mitigations, etc. Share this job with a friend (https://careers-kimley-horn.icims.com/jobs/16693/senior-transportation-planner---project-manager/job?mode=apply&apply=yes&in_iframe=1&hashed=-1834442239).

Kimley-Horn

$105000 - $160000

San Diego, CA

Experience preparing traffic impact studies, multi-modal planning studies and improvements, traffic signal and lighting plans, signing and striping plans, and a variety of technical and planning reports. + Contribute to the growth of this practice by participating in client meetings, client communication/coordination, mentorship of junior-level staff, and task management while working with a variety of individuals.

Amtrak

$94300 - $135900

Philadelphia, PA

Our values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. This role ensures that supply meets customer demand by maintaining optimal inventory levels, developing and implementing contingency plans, and analyzing and resolving critical supply chain gaps.

Rockefeller Capital Management

Philadelphia, Pennsylvania

Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer.

ameriprise

Vienna, VA

Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.

Amerind Risk Management Corp

Santa Ana Pueblo, NM

AMERIND is a federally chartered tribally owned corporation, formed under Section 17 of the Indian Reorganization Act (25 U.S.C. § 5124) by its Members, the governmental units of federally recognized Tribal Nations that administer federally funded housing programs for American Indian and Alaska Native families. Gathers detailed pricing information, manage event budgets, negotiate contracts, track expenditures for venues and service providers, including securing dates, times, spaces, and other event logistics in alignment with our needs and budget.

Cadent

$60000 - $65000

New York, New York

This individual will support the East Coast sales team by participating in brainstorming sessions to translate ideas into actionable campaign solutions across Travel, CPG, Finance, and other verticals, while assisting in the development of customized proposals, sales decks, and client templates. The salary range for this role takes into account a wide range of factors considered in making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications as well as other business and organizational needs.

Apex Systems Inc

Englewood, CO

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

Apex Systems Inc

$52 - $56

Englewood, CO

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. In term of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

Danone

$74000 - $95000

White Plains, NY

Supply Execution Planner Job Locations US-CO-Louisville ID 2025-17851 Number of People to Hire 1 Job Family Supply Chain Level of Experience Experienced Professionals Short Intro and About the Job Quality, efficiency, and safety all play a big role in our work at Danone. Take a lead role in all reporting functionality and improvements: report creation, built-in reporting functionality, automating monthly/weekly reporting, and future-state cube/report configuration.

Golden Reserve LLC

$150000 - $175000

Toledo, OH

Some of the driving reasons advisors choose Golden Reserve: (1) world-class media-driven marketing allowing us to provide you with pre-qualified leads, (2) flat-fee client pricing and (3) partnerships with estate planning law firms and CPA firms to allow each plan to include legal and tax services for our clients, at no additional cost. Golden Reserve lead generation is driven by our nation-wide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), dinner workshops, university classes, best-selling book, digital marketing and world-class client services.

Naval Facilities Engineering Command

Bangor, WA

Specialized experience must demonstrate the following: 1) Leading technical staff, assigning work and managing performance; 2) Possessing the mastery of urban and strategic planning concepts as they apply to military shore infrastructure; 3) Overseeing complex projects like Installation Master Plans and ensuring the timely delivery of high-quality planning products; 4) Delivering superior communication and negotiation skills which are critical for briefing high-level leaders and representing the command in various forums; and 5) Managing Architect and Engineer (A&E) contracts, from preparing statements of work to reviewing deliverables. Or Have a combination of education and experience with courses equivalent to a major in one of the above disciplines, or a combination of related courses totaling at least 24 semester hours in any combination of the above disciplines of which at least 12 semester hours were in the planning process, and socioeconomic and physical elements of planning, plus appropriate experience or additional education.

Suffolk Construction Company, Inc.

Cedar Rapids, Iowa

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. This person will be willing to learn how to merge 3D BIM models with CPM schedules to create visual schedules, integrate lean (pull planning) methodologies with the CPM schedule, and apply innovative techniques for production management using linear schedules and takt time analytics to improve process flows.

Wisepath Financial Group

Overland Park, KS

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

TruPartner Credit Union

Cincinnati, OH

Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Remains visible to the appropriate segments of the public to meet and to retain potential clients, including conducting client workshops and seminars on various topics.

Campbell & Company, Wealth Advisors, and Certified Public Accountants

Spring Hill, Florida

About Campbell & Company:For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and first responders across Florida with integrity, professionalism, and a deep respect for the traditions of sound financial planning. Why This Role Matters:As a CFP® Financial Advisor at Campbell & Company, you will step into a respected, established practice supported by a multi-disciplinary team of CPAs, EAs, tax strategists, and insurance professionals.

Parcion Private Wealth

$185000 - $250000

Bellevue, WA

We serve ultra-high net worth founders, entrepreneurs and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. We are seeking an experienced Senior Family Advisor (5–10 years of relevant experience, minimum) to join our advisory team and work closely with ultra-high net worth business owners, and multigenerational families.

Parcion Private Wealth

$88000 - $150000

Bellevue, WA

We serve ultra high net worth founders, entrepreneurs and first generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This position requires strong technical acumen, leadership capability, strong relationship management, communication skills and the ability to communicate complex financial concepts with clarity and confidence to discerning clients.

Valmark Financial Group

Houston, TX

Collaborate with the Director of Firm Operations/Technology and the Integrator to implement technology improvements, streamline workflows, ensure data integrity, and resolve system and integration issues. The Financial Planning Operations Director is responsible for overseeing the day-to-day operations of the financial planning function, ensuring delivery of consistent, high-quality client experience.

First Technology Federal Credit Union

$80000 - $90000

Santa Rosa, CA

Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. Target Compensation in California: $90,000 to $150,000 (This range reflects reasonable earnings potential which includes a base salary of $80,000-$90,000 plus quarterly incentive pay tied to production growth).