Financial planner jobs | Diversity Employment

Dec 03, 2023

$85,000 - $120,000 yearly

Northwestern Mutual - Puget Sound Seattle, WA, USA

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $85,000 - $120,000 yearly+ Commission Responsibilities: Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Customize financial...

Accounting / Finance

NY

Dec 04, 2023

Associate Financial Planner

$116,000 yearly

New York Life - Nassau-Suffolk NY Melville, NY, USA

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $116,000 Average + All Benefits Responsibilities: Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Serve as a collaborative team...

Accounting / Finance

NY

Dec 04, 2023

Financial Advisor

$100,000 yearly

New York Life Oahu Honolulu, HI, USA

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $100,000+ yearly Responsibilities: Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial...

Accounting / Finance

RP

Dec 03, 2023

Financial Advisor

RK Partners Newport Beach, CA, USA

Financial Advisor A Financial Advisor strives to understand their clients' goals and visions in order to uncover financial solutions that put them on a path to success. During the Apprenticeship and Residency stages, you’ll receive outstanding support and training provided by our Advisor Development Program. This four- and half-year paid training program aims to provide you with the skills, support and financing necessary to build a thriving book of business, which you will personally own. This career is structured for goal orientated and independent individuals who strive to help others and establish trusting relationships with your clients. You’ll have a business without limits while making a difference. *Company culture, leadership, and specifics will be discussed via an initial phone call* INCOME GROWTH OPPORTUNITY Paid apprenticeship and paid Residency Beyond income, you'll also have access to a comprehensive benefits package: • Medical, Dental and Vision • 401(k) Plan...

Accounting / Finance

Dec 03, 2023

Full time

Financial Advisor

A+ Federal Credit Union Austin, TX, USA

Financial Advisor Job Type: Full-Time Exemption Type: Exempt Wage Amount: Financial Advisors work in partnership with the credit union to provide comprehensive financial services to credit union members. A Financial Advisor is an integral part of the credit union environment providing wealth management services in the area of investment, insurance, retirement and estate planning. Essential Functions: Department Support Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops a personalized investment strategy to implement. Utilizes a financial planning approach and related software to draft a comprehensive financial plan creating customized strategies unique to each member. Remains visible to public to meet potential new clients for A+FCU, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.) Services and performs periodic...

Accounting / Finance

UP

Dec 02, 2023

Certified Financial Planning Intern (CFP)

US Prog Pandologic A2 CPC Wisconsin, WI, USA

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Internship candidates can expect a fulltime onsite internship program, running from May 30, 2024, to August 9, 2024. This internship opportunity is offered in Milwaukee, WI. Carefully selected from universities across the country, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. After application and initial screening conversation, interns are aligned interview and be hired to a specific team at NM based on their abilities and interests, providing exposure to real-world business perspectives through hands-on learning and significant work. In addition to their day-to-day tasks, interns participate in professional development...

Accounting / Finance

Dec 02, 2023

Full time

Director of Investment Operations

Northwestern Mutual Fairview Heights, IL, USA

Director of Investment Operations Our mission is to help all clients in every stage of their life to have confidence in their financial plan. We take pride in being in the center of our clients lives to help guide them on their financial journey whether it be personal, business or for future generations. We help bring all parts of the financial plan together to build a cohesive road map to achieve success. Our values include: integrity, honesty, work ethic, self-motivation, and positivity. Job Duties: Manage all new client paperwork and assist in client onboarding Central team contact for all investment service requests Handle all client money movement (ACH, wires, RMDs, etc.) Manage transfer and rollover process Coordinate with advisors to ensure investment proposals are in alignment with desired plan and outcome Identify and recommend process improvements in the investment operations to enhance productivity and profitability for the office Stay updated on product information,...

Nov 03, 2023

Full time

Director of Research, Lifetime Financial Advice

morningstar Chicago, IL, USA

About the role : As the Director of Research for Lifetime Financial Advice, you will help lead our research around lifetime investment & consumption models by applying your skills in econometrics, utility theory and mathematical optimization. You will be expected to continuously improve the advice and financial planning inventory of methodologies. This position requires a Ph.D. in Economics or a closely related field with a keen interest in lifecycle finance, lifetime investment & consumption modeling, and financial economics that leads to investment advice. You will report to the Head of Advice and Financial Planning. The position is based in Chicago. Job responsibilities: Lead the development and execution of our research agenda in the areas of lifetime investment & consumption modeling, utility theory, econometrics, and optimization. Collaborate with a team of research professionals in conducting research and development in the topics of portfolio...

Dec 02, 2023

Private Client Relationship Manager - Delmar, NY

Delmar, NY, USA

Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development and ongoing practice management support. As a Citizens Private Client...

Accounting / Finance

Dec 02, 2023

Private Client Relationship Manager - Depew, NY

Depew, NY, USA

Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development and ongoing practice management support. As a Citizens Private Client...

Accounting / Finance

Dec 02, 2023

Private Client Relationship Manager - Rochester, NY

Rochester, NY, USA

Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development and ongoing practice management support. As a Citizens Private Client...

Accounting / Finance

Dec 02, 2023

Private Client Relationship Manager - Roxborough Main (Philly, PA)

Philadelphia, PA, USA

Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development and ongoing practice management support. As a Citizens Private Client...

Accounting / Finance

Dec 04, 2023

Engineering Manager, Query Metadata

Boston, GA, USA

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit careers.klaviyo.com to see how we empower creators to own their own destiny. Klaviyo is growing fast and we have openings for all skill levels across all of our teams. Learn more about our engineering culture at https://klaviyo.tech We love tackling tough engineering problems and look for Engineers who specialize in certain areas but are passionate about building, owning & scaling features end to end from scratch and breaking through any obstacle or technical challenge in their way. We push each other to move out of our comfort zone,...

Engineering / Architecture

Dec 04, 2023

LVN Discharge Planner

Wellpath Reading, PA, USA

Compensation Range: $37 - $41 / hour You Matter: • Make a difference every day in the lives of the underserved • Join a mission driven organization with a people first culture • Excellent career growth opportunities Join us and find a career that supports: • Caring for overlooked, underserved, and vulnerable patients • Diversity, equity, inclusion, and belonging • Autonomy in a warm team environment • Growth and training Perks and Benefits In addition to comprehensive benefits including medical, dental, vision, paid time off, and 401k, we foster a work, life balance for team members and their family to support physical, mental, and financial wellbeing including: • DailyPay, receive your money as you earn it • Tuition Assistance and dependent Scholarships • Employee Assistance Program (EAP) including free counseling and health coaching • Company paid life insurance • Tax free Health Spending Accounts (HSA) • Wellness program featuring fitness memberships and product discounts •...

Healthcare

Dec 04, 2023

Demand Planner

New York, NY, USA

The Demand Planner will contribute to an aligned and agile organization to win. The individual will possess qualities that reflect our cultural values of diversity and inclusion. The individual will develop 24-month worldwide sales forecasts for specific Tiffany & Co. product families and execute the development of consensus sales plans in accordance with the financial objectives and strategic goals for specific Tiffany & Co. product families. Forecasting and Analysis Create product-level sales forecasts for specific categories and convert data into useful business insights. Create the 24-month worldwide sales forecast for active, discontinued, and new items using Tiffany’s Anaplan-based forecasting software, FACET. Forecast sales by zone for respective categories by leveraging data, feedback from regional partners, and marketplace knowledge. Ensure that sales forecasts are aligned with higher-level financial strategies. Achieve forecast accuracy and bias improvement....

Dec 04, 2023

Wound Care RN - Home Health

Everett, WA, USA

Description Wound Care RN with Providence Home Health in Snohomish County. $10,00 hiring bonus for eligible external hires that meet required qualifications and conditions for payment. Schedule: Monday-Friday, 8:30am-5:00pm Job Description: Registered Nurses (RNs) work alongside an interdisciplinary team to provide whole-person quality care to patients in need. Nurses are empowered by our shared governance model that includes nursing staff in the process of creating practice standards and expectations. Working in Home Health provides the unique opportunity to care for your patients where they are most comfortable. Join our team to create rewarding relationships with a diverse patient population while exercising independence and flexibility with your career. Benefits and perks: Competitive pay (including holiday pay & shift pay differentials) Best-in-class benefits – full medical, dental and vision coverage from your first day 401(k) plan with employer matching &...

Healthcare

Dec 04, 2023

Care Manager RN

Los Angeles, CA, USA

Description Care Manager RN at Providence Holy Cross Medical Ctr-Mission Hills in Mission Hills, CA. We have full-time and per diem positions (Day and Variable shifts) that will work 8-hour shifts. Care Management in Hospital/Health Care Systems is a collaborative practice model including patients, nurses, social workers, physicians, other practitioners, caregivers and the community. The Care Management process encompasses communication and facilitates care along a continuum through effective resource coordination. The goals of Care Management include the achievement of optimal health, access to care and appropriate utilization of resources, balanced with the patient's right to self determination. ACMA November 2002. Providence caregivers are not simply valued – they’re invaluable. Join our team at Providence Holy Cross Medical Center and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here,...

Healthcare

Dec 04, 2023

RN - Home Health

Everett, WA, USA

Description RN - Providence Home Health in Snohomish County, WA $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment Schedule: Monday-Friday, 8:30am-5:00pm Job Description: Registered Nurses (RNs) work alongside an interdisciplinary team to provide whole-person quality care to patients in need. Nurses are empowered by our shared governance model that includes nursing staff in the process of creating practice standards and expectations. Working in Home Health provides the unique opportunity to care for your patients where they are most comfortable. Join our team to create rewarding relationships with a diverse patient population while exercising independence and flexibility with your career. Benefits and perks: Competitive pay (including holiday pay & shift pay differentials) Best-in-class benefits – full medical, dental and vision coverage from your first day 401(k) plan with employer matching & complementary...

Healthcare

Dec 04, 2023

RN - Home Health

Mission Viejo, CA, USA

Description RN – HOME HEALTH Schedule: Full time Day shift Possible Service Locations: will cover South Orange County, primarily Newport Beach and Costa Mesa Pay Structure: Pay Per Visit Job Description: Registered Nurses (RNs) work alongside an interdisciplinary team to provide whole-person quality care to patients in need. Nurses are empowered by our shared governance model that includes nursing staff in the process of creating practice standards and expectations. Working in Home Health provides the unique opportunity to care for your patients where they are most comfortable. Join our team to create rewarding relationships with a diverse patient population while exercising independence and flexibility with your career. Benefits and Perks: Competitive pay (including holiday pay & shift pay differentials) Best-in-class benefits – full medical, dental and vision coverage from your first day 401(k) plan with employer matching & complementary retirement planner Generous paid...

Healthcare

Dec 04, 2023

RN - Home Health

Portland, OR, USA

Description $7,500 hiring bonus for eligible external hires that meet required qualifications and conditions for payment Home health RN with Providence Home Services – Portland, OR Schedule: Full Time, Day Shift Job Description: Registered Nurses (RNs) work alongside an interdisciplinary team to provide whole-person quality care to patients in need. Nurses are empowered by our shared governance model that includes nursing staff in the process of creating practice standards and expectations. Working in Home Health provides the unique opportunity to care for your patients where they are most comfortable. Join our team to create rewarding relationships with a diverse patient population while exercising independence and flexibility with your career. Benefits and perks: Competitive pay (including holiday pay & shift pay differentials) Best-in-class benefits – full medical, dental and vision coverage from your first day 401(k) plan with employer matching & complementary...

Healthcare

7737 financial planner jobs found