Financial planner jobs in Passaic, New JerseyCreate job alerts

Job Title: RN 12.5 Specialty Float Tele Location: Cooperman Barnabas Medical Ctr Department Name: Telemetry Float Pool Req #: 0000234296 Status: Hourly Shift: Night Pay Range: $47.85 - $60.60 per hour Pay Transparency: The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey. The compensation offered to the candidate selected for the position will depend on several factors, including the candidate's educational background, skills and professional experience. Job Overview: The Telemetry Float Pool offers great exposure to various specialties while working in the Coly Rectal, Medical/Surgical, CTICU Stepdown, Neuro Stepdown, plus the Heart Failure and Stroke Units to build up your clinical knowledge. Fosters a collaborative team culture in a supportive environment. A high-speed environment to refine new graduate ability to transition into a competent nurse. Qualifications: Required: • Must be a graduate from an accredited school of nursing, • Completion of all orientation requirements of Cooperman Barnabas Medical Center, • Successful completion of all orientation programs Preferred: • Baccalaureate Degree in Nursing or currently matriculating Certifications and Licenses Required: • Current Registered Nurse License in the state of New Jersey, • Basic Life Support (BLS) from the American Heart Association Scheduling Requirements: • Full-Time, • 7p - 8a, • 3 shifts per week, • 12.5 hr. shifts, • 37.5 hrs. Weekly, • Every other weekend required Essential Functions: All patient-related hospital departments, patients, families, visitors, nursing personnel and medical staff Actively participates in discharge planning and, upon discharge, ensures a written teaching discharge plan has been developed for assigned patients concerning disease process, complications, medications, diet, physical activity and self-care needs. Appropriately delegates but remain ultimately responsible Assumes charge nurse functions as delegated by Nurse Manager, including assessing staffing needs, organizing and delegating work assignments based on patient acuity and individual staff skill levels Completes daily patient classification according to facility policy Completes unit-based competencies as per JCAHO requirements and hospital policy Attends competency day and completes all required competencies in a satisfactory manner Remains knowledgeable about all current nursing policies and procedures Complies with Medication Reconciliation Policy Complies with unit and departmental scheduling guidelines Delivers individualized patient care consistent with established standards of care, policies and procedures and other regulatory standards Demonstrates positive guest relations by introducing yourself to the patient and family Orients patient and family to the nursing unit Takes all appropriate measures to ensure patient satisfaction and the availability of the patient representative. Reports the patient's family problems to the nurse manager or her designee in a timely manner. Demonstrates proficiency with phlebotomy sticks based on established policies and procedures Demonstrates understanding of states blood administrative hospital procedure Complies with blood and blood product administration policy Determines the effectiveness of patient care through patient interviews, assessment and patient compliance to the plan of care and adjusts patient care to meet changing needs Formulates and revises plan of care for assigned patients based on patient problems, patient age, nursing intervention, and specific outcomes Identifies the patient's significant other needs for patient education and provides education utilizing appropriate educational modalities Uses an understanding of the principles of growth and development to assess each patient's age-specific needs and provide specific treatment and care Initiates IV sticks, maintains IV sites and monitors IV fluids Provides IV care and documents using established policies and procedures Initiates or participates in continuous interdisciplinary quality improvement activities for the patient or department Maintains complete, accurate, concise documentation of patient status, nursing interventions and patient responses within tour of duty Documents medications in accordance with nursing policy Maintains the role of patient advocate and takes all appropriate measures to ensure patient safety Uses good nursing judgment Provides privacy and confidentiality and exhibits tact and compassion at all times, regardless of circumstances. Activates the chain of cnd when appropriate, on behalf of the patient's care needs Recognizes signs and symptoms of complication of Pain Management Therapies and intervenes appropriately PCA PCEA Epidural block States the proper mechanism for activating cardiac respiratory arrest Demonstrates understanding of code cart check and procedure for replacing items on code cart Transmits pertinent patient information to the appropriate individual MD, supervisor, discharge planner etc. using SBAR for hand-off communication Uses an understanding of the principles of pain management to assess each patient's individual needs and provide appropriate and specific treatment and care Utilizes all available resources in the initial assessment of the patient, including biophysical, psychosocial, environmental, discharge planning, self-care and education and reassessment each shift, upon transfer and discharge Provides a compassionate and supportive environment with prompt and consistent service Adheres to patient rights and provides for the confidential treatment of all communications and records Demonstrates professionalism with families, visitors, physicians, co-workers and supervisors Listens and communicates effectively Supports teamwork by cooperative problem-solving through participation in meetings, projects, etc. Utilizes principles of continuous quality improvement in all work situations to assess, measure and improve organizational and department functions Organizes work, sets priorities with a minimum of supervision and seeks guidance as appropriate Makes decisions that are timely and consistent with department objectives, policies and procedures Demonstrates sound judgment, accepts and benefits from constructive criticism Participates in ongoing education as required Demonstrates proficiency in the care of patients with the patient on mechanical vents and assists with weaning Assisting with intubation and extubation Demonstrates proficiency in the care of Telemetry patients and the related equipment needed to care for these patients: electrode placement, arrhythmia interpretation, code care, etc. Demonstrates proper procedure for chest tube management, including proper set-up, drainage, and dressing procedure Demonstrates understanding of proper airway management, suctioning, ABG values, applying supplemental oxygen, and trach care Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Benefits and Perks: At RWJBarnabas Health, our employees are at the heart of everything we do. Driven by our Total Wellbeing promise, our market-competitive offerings include comprehensive benefits and resources to support our employees’ physical, emotional, financial, personal, career, and community wellbeing. These benefits and resources include, but are not limited to: • Paid Time Off including Vacation, Holidays, and Sick Time, • Retirement Plans, • Medical and Prescription Drug Insurance, • Dental and Vision Insurance, • Disability and Life Insurance, • Paid Parental Leave, • Tuition Reimbursement, • Student Loan Planning Support, • Flexible Spending Accounts, • Wellness Programs, • Voluntary Benefits (e.g., Pet Insurance), • Community and Volunteer Opportunities, • Discounts Through our Partners such as NJ Devils, NJ PAC, and Verizon, • ….and more! Choosing RWJBarnabas Health! RWJBarnabas Health is the premier health care destination providing patient-centered, high-quality academic medicine in a compassionate and equitable manner, while delivering a best-in-class work experience to every member of the team. We honor and appreciate the privilege of creating and sustaining healthier communities, one person and one community at a time. As the leading academic health system in New Jersey, we advance innovative strategies in high-quality patient care, education, and research to address both the clinical and social determinants of health. RWJBarnabas Health aims to truly make a unique impact in local communities throughout New Jersey. From vastly improving the health of local residents to creating educational and career opportunities, this combination greatly benefits the state. We understand the growing and evolving needs of residents in New Jersey—whether that be enhancing the coordination for treating complex health conditions or improving community health through local programs and education.

Position Summary: The Merchandise Planner will be responsible for the complete financial management of assigned area of responsibility, including the creation of financial and merchandise plans, actualization of results, and a keen ability to identify, communicate, and implement strategic business opportunities at the division, category, and season code levels. The Planner will forecast sales, markdowns, and inventory levels on a regular basis and identify risks to the business and develop action plans in cooperation with their merchandising partner to mitigate risks profitably. Key Accountabilities: • Create monthly financial plans at division and category level for fiscal time periods, • Reforecast sales, gross margin, and inventory for fiscal time periods, • Recap end of season performance at division, category, season, and style levels for merchandise buy period, • Conduct basic stock replenishment (order quantity by style, color, and size), • Key item planning for all basic styles (sales, margin, inventory), • Conduct daily, monthly, quarterly, and seasonal sales reporting, • Manage inventory flow on fashion receipts, • Develop size curve and pre-pack definitions, • Partner with merchant team to support the buy process Education and Experience: • Bachelor’s degree, • 3+ years of experience in retail planning and analysis Skills and Behaviors: • Proven track record of financially astute business management, • Expertise in retail math with strong analytical skills/ learning agility, • Strong problem solving and decision-making skills, • Ability to identify and clearly communicate business opportunities and risks/ analytical and data reasoning, • Good organization and workload prioritization skills/ detail-orientation and accuracy, • Proficient in planning systems and Microsoft Office, • Strong team player/relationship-building, • Proven process of improvement and problem-solving Details: • Full time role located in Secaucus, New Jersey, • Hybrid work model includes in-office days on Monday, Tuesday, and Thursday., • Health, Vision & Dental Insurance for full-time employees, • 401K with employer match program, • Generous employee discount

Job Description The Assistant Property Manager supports the day‐to‐day operations of the property and assists the Property Manager with administrative, financial, resident and an association related responsibilities. This role serves as a key point of contact for homeowners, vendors, and board members, ensuring efficient operations and high levels of customer service. Regular responsibilities will include but not limited to: Administrative & Operations • Assist with daily property operations and office administration, • Respond to homeowner inquiries and requests in a professional and timely manner, • Coordinate maintenance requests, • Assist with move‐ins, move‐outs, and inspections, • Maintain property records, files, and databases, • Assist with Design and implementation of business systems Board & Community Support • Assist with preparing board packets and meeting materials, • Attend board meetings when required, • Enforce community rules and policies consistently and professionally, • Maintain and update planner tasks Vendor & Contract Management • Communicate with vendors regarding work orders and service contracts, • Track insurance certificates and vendor compliance, • Assist with contract renewals and documentation, • Collect bids and compose bid comparisons Company DescriptionWe are committed to promoting from within and helping employees develop skills that support long‐term career growth. We offer hands‐on training and clear opportunities for advancement. We strive to foster a supportive work environment that enables our team to thrive while delivering an exceptional experience for our residents and unit owners.We are committed to promoting from within and helping employees develop skills that support long‐term career growth. We offer hands‐on training and clear opportunities for advancement. We strive to foster a supportive work environment that enables our team to thrive while delivering an exceptional experience for our residents and unit owners.

Job DescriptionSalary: $130,000 Principal WHO WE ARE: The mission of Marion P. Thomas Charter School is to build culturally rich, transformative educational spaces that cultivate successful, lifelong innovators who use their passions, character, and intellect to better themselves, the greater Newark community, and the world beyond. WHO YOU ARE: You are an experienced instructional leader who demonstrates a drive toward excellence and is passionate about serving all students. You will leverage an effective leadership team to meet ambitious goals, improve a unified, high-performing team culture and actively engage families and the community. You hold the skills to be an outstanding strategic planner and people manager, who believes and invests in developing talent, while possessing a strong understanding of academic rigor and effective instruction. Think youve got what it takes? THE ROLE: • Develops and administers school programs consistent with school district goals and objectives., • Ensures that teachers provide high-quality, standards-aligned lessons that demonstrate preparation and academic urgency., • Provides proactive coaching and reactive feedback grounded in data, student performance, and instructional impact to teachers and leadership team members., • Provides leadership and direction to staff with regard to the ongoing evaluation and improvement of educational programs, including curricular and extracurricular activities., • Promotes a school environment that is safe and conducive to individualized instruction, cooperative curriculum development, and student learning., • Ensures that Board policies and procedures are implemented and followed at the school., • Continues to acquire professional knowledge and learn of current developments in the educational field by attending seminars, workshops or professional meetings, or by conducting research., • Encourages staff to continue to grow professionally and to experiment with new approaches or strategies to teaching., • Organizes and maintains a system for accurate and complete record-keeping and reporting for all student activities, attendance and records as required by law., • Coordinates the work of school staff and school district program leaders to develop and implement instructional programs and teaching practices., • Conducts ongoing assessment of student learning, and works with teaching staff to modify instructional methods to fit students' needs, including students with special needs., • Coordinates with the central office in recruitment and selection of employees, the proper maintenance of employee personnel files, the administration of collective bargaining agreements, corrective action, and other human resource issues., • Organizes and conducts regular meetings with teachers for continuing development of instructional techniques., • Involves staff in the evaluation of programs and the planning of new programs., • Encourages parental involvement in students' education and ensures effective communication with students and parents., • Ensures that student conduct conforms with the school's standards and school district policies., • Supervises and evaluates teaching staff and other building employees in accordance with the school district's evaluation plan, and makes recommendations regarding goals, areas needing improvement and continued employment., • Organizes and manages the budgetary and financial affairs of the school consistent with school district policies., • Performs all other related duties as required. WERE EXCITED ABOUT YOU IF YOU HAVE: • Masters Degree from an accredited college or university., • New Jersey Principal Standard Certificate or a Certificate of Eligibility for Principal. WHY MPTCS? • The opportunity to join an experienced, diverse, and mission-driven team that is passionate about educational equity, • Compensation: Competitive annual salary, • Healthcare: Medical, dental, vision, STD, LTD, and Life Insurance policies, • Family Focus: Parental/Family leave so you can care for your loved ones, • Pension: Eligibility for participation in the state pension plan, • Learning & Development: A culture that encourages and promotes professional growth and development, • Salary range: starting at $130,000, • Term of Employment: 12 Months, • Union: Unaffiliated Next Steps: MPTCS is currently reviewing applications on a rolling basis. Due to the high volume of responses received not every applicant will be contacted. If you meet the qualifications, you will be contacted to move forward in the selection process.

Job Description RVE (an Ardurra company) is seeking a Project Manager – Municipal Engineer to join our team in Secaucus, New Jersey. Municipal engineers design projects that improve the quality of life for those in the communities they serve. J.C. Remington, an early visionary in the industry, formed what is now RVE with the mission to deliver excellent client service by solving challenges faced by local municipalities. Over the last 120 years, we have we have served as Engineer of Record to Municipalities, Engineer and Planner to Municipalities and their Planning, Zoning and/or Land Use Boards, Board Consultant and Floodplain Manager. Our team members include professional engineers, professional planners (AICP), licensed surveyors, GIS professionals, certified flood plain managers, environmental engineers and construction managers and inspectors. Our full-service staff provides the complete breadth and depth of consulting services including professional design, planning and construction services for infrastructure capital improvements; environmental remediation; utilities collection and distribution; treatment design; public facility additions and renovations; park and recreation improvements; redevelopment and master planning projects. We also identify, pursue, and obtain grant funding for municipal projects through our in-house grants department. Primary Function: The Municipal Engineer is a professional with 7+ years of experience. This individual will design, manage and/or represent a variety of infrastructure projects (owned by municipalities and local school districts). Primary Duties: • Responsible for acting as the client manager to one or more municipalities or other public agencies. The client manager will act as the single point of contact between the firm and the client. He/she will supervise and coordinate all projects performed in the firm on behalf of the client, to the client’s satisfaction., • Develop or implement engineering solutions to assist clients with improving and maintaining their infrastructure., • Design transportation, utility, facility, or hydraulic systems or structures (as appropriate) using computer assisted design or drawing tools., • Compute load and grade requirements, water flow rates, or material stress factors to determine design specifications., • Estimate quantities and cost of materials, equipment, or labor to determine project feasibility., • Analyze survey reports, maps, drawings, blueprints, aerial photography, or other topographical or geologic data., • Conduct studies of traffic patterns or environmental conditions to identify engineering problems and assess potential project impact., • Perform all design activities ensuring compliance with environmental, safety, or other governmental regulations., • Identify environmental risks and develop risk management strategies for projects., • Attending regularly scheduled public meetings (conducted by Municipal clients) in the capacity of Municipal Engineer, or Land Use Board Engineer. Prepare and present public reports on topics such as bid proposals, project status reports and developmental review projects., • Provide technical advice to clients regarding design, construction, or capital program modifications., • Support of the field activities of our construction inspection staff, including providing timely data, shop drawing review, and client coordination. Education and Experience Requirements: • Municipal Engineering experience preferred but not required., • Strong oral and written communication skills, • Ability to make public presentations., • Ability to define problems, collect data, establish facts and draw conclusions to present to co-workers and clients., • Strong organizational skills and attention to detail, • Knowledge of computer aided design software., • Ability to work in groups as well as individually., • Bachelor of Science Degree in Civil Engineering from an accredited four-year college or university, • PE License Required Salary Range: $92,000 - $151,800 Annually Benefits: Medical, dental, vision, 401(k), Paid Time Off Why Ardurra? While Ardurra offers competitive compensation and rich benefits programs, it is our culture that truly sets us apart from our peers. We nurture a family-like culture, striving to create a work environment that is enjoyable, challenging and rewarding but also fun. We are acutely focused on developing our staff, whether through our internal Ardurra Academy or through our industry-leading Leadership program. We have made a deliberate and focused commitment to nurture a people-centric culture where people are: valued as individuals; supported in their professional and career development with multiple, varied career paths; provided the tools and resources to be successful, engaged, and satisfied in their work; and positive benefits, time-off programs, and flexibility to help maintain a healthy balance between work and home. Ardurra is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation. NOTICE TO THIRD PARTY AGENCIES: Ardurra does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agency Agreement, Ardurra will not consider or agree to payment of any referral compensation or recruiter fee. If a resume or candidate is submitted to any hiring manager without a previously signed agreement, Ardurra reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. These candidates will be considered property of Ardurra. We’re not currently looking to add any more agencies to our list of approved vendors, so please do not contact any of our managers or recruitment team with sales calls or details of your candidates. #LI-BC1

The Ecommerce Associate Planner supports the financial planning, forecasting, and performance analysis for Jansport and Eastpak's Ecommerce business in North America. Prepare daily, weekly, and monthly Ecommerce and DTC reporting including sales, margin, inventory, and key KPIs. Produce ad-hoc analy

Work Staff is seeking Remote Life Insurance Agents / Financial Planners in Newark, New Jersey. This position offers full training and state licensing support to help you launch a successful career in a resilient industry.

The Ecommerce Associate Planner supports the financial planning, forecasting, and performance analysis for Jansport and Eastpak's Ecommerce business in North America. This role partners closely with the Buying, Digital, Marketing, and Finance teams to help deliver accurate forecasts, insightful repo

Job Description The ideal candidate must be fully bilingual in Spanish and English, professional on the phone, comfortable speaking with clients and government agencies, and able to handle confidential tax and financial information with care. This position is best for someone who is proactive, tech-savvy, organized, and willing to learn tax office procedures. Responsibilities • Answer phone calls and assist clients professionally in Spanish and English, • Schedule appointments and follow up with clients, • Request, receive, upload, and organize client documents, • Update client notes, tasks, and case status in the CRM, • Communicate with the IRS and state tax agencies regarding client accounts, • Call state agencies to request information and help set up payment plans, • Assist with IRS and state tax payments online, • File sales tax returns for clients under firm supervision, • Follow up on tax notices, missing documents, pending payments, and open client matters, • Assist with client onboarding and administrative workflows, • Support tax preparers, bookkeepers, and management with document organization and client follow-ups, • Maintain internal checklists, procedures, and office organization, • Handle sensitive client information with strict confidentiality, • Provide general administrative and operational support to the firm Requirements • Fully bilingual in Spanish and English required, • Must be able to communicate professionally with clients in both languages, • Must be comfortable making phone calls in English to the IRS, state agencies, and other government, • Strong attention to detail, • Highly organized and able to follow procedures/checklists, • Reliable, punctual, and responsible, • Able to handle confidential client and tax information, • Must be able to work on-site in North Bergen, NJ Preferred Experience • Experience working in a tax, accounting, bookkeeping, or financial office, • Familiarity with IRS and state tax agency websites, • Experience making tax payments online, • Experience filing sales tax returns, • Experience with CRM systems, client portals, Microsoft Outlook, Teams, SharePoint, or Planner, • QuickBooks Online experience is a plus

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Senior Financial Planner to join our team of industry leading weal

This role is ideal for someone who enjoys blending financial rigor, product strategy, and cross-functional partnership to drive business performance. This position offers broad exposure across Buying, Assortment Planning, Vendor Management, and senior Planning leadership, with the opportunity to inf

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Financial Planner to join our team of industry leading wealth advi

The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrat

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

Financial Planners to join our team! This role's main function is to unite the product merchandise vision with the divisional financial strategies to generate sales, profit, and liquidation levels. The Financial Planner will have a key role in building a customer-specific financial product plan in l

The New York team has an opening for an experienced, client-focused Certified Financial Planner who will:. Based on a clients goals and circumstances, create comprehensive and holistic financial plans. At least a few years experience in comprehensive holistic financial planning with a demonstrated a

The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management s

A financial services firm is seeking a financial professional to assist clients in achieving their financial goals. Responsibilities include providing tailored financial advice, managing client relationships, and educating clients on various financial services.

A leading AI company is seeking a Financial Planner who can work remotely and set their own schedule. This position allows you to engage part-time or full-time, contributing your financial expertise to help improve AI decision-making. The role requires proficiency in financial analysis and modeling

Crossing Hurdles is looking for a Personal Finance Advisor / Certified Financial Planner to work remotely. Responsibilities include reviewing financial planning scenarios, evaluating AI-generated advice, and providing structured guidance. The ideal candidate has strong experience in financial planni

A leading financial planning firm is seeking a Financial Planner to deliver comprehensive advice and manage member relationships, especially when Senior Planners are unavailable. The ideal candidate will possess a CFP® designation and have at least 1 year of experience in financial planning.

Commitment: Part-time (~10–40 hours/week), flexible scheduling Role Responsibilities (Training support will be provided) Collaborate on AI projects to enhance financial modeling, forecasting, and budgeting processes. Simulate complex finance workflows to improve the accuracy of financial AI mode

Traction Forge Financial is hiring an Entry-Level Financial Wellness Planner for a remote position. You will help clients create financial plans, grow a client network, and educate on financial strategies. This role is ideal for motivated individuals looking to build a rewarding financial services c

A leading financial advisory firm in the United States is seeking experienced Financial Planners eager to transform their careers.

About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one‑on‑one guidance from Certified Financial Planner™ professionals. What you’ll do Our planners provide coverage at various shifts from 7 AM – 11 PM ET Mon

The Independent Educational Consultants Association in New York is seeking a Lead Advisor to manage financial planning and investment services for diverse clients.

A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning scenarios, evaluating AI-generated advice, and providing clear communication on financial topics. Ideal candidates will have

Facet, a leader in personalized financial advice, is seeking an Associate Financial Planner to support senior lead planners and enhance member relationships. This unique role emphasizes real-world mentorship, proactive member care, and effective communication of complex financial concepts.

About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one‑on‑one guidance from Certified Financial Planner professionals. The Role LearnLux is looking for a part time Certified Financial Planner® to join our fast gro

Financial Planner to provide virtual coaching and guidance to members across the U. A financial services company is seeking a Sr. You'll help members reach their financial goals through comprehensive advice and modern technology.

Basic Qualifications: 10+ years’ experience working in financial and tax planning with wealth management teams (or a similar role in a CPA firm with significant financial planning and 1040/1041 return preparation experience) CFP or PFS designation (CPA or other advanced tax qualifications are also

Financial Planner, you will act as a financial life coach and guide, helping members make sense of their financial lives through actionable, technology‑backed advice. Why Facet? The Future of Financial Planning Facet was founded in 2016 on the belief that objective, personalized financial advice i

A leading financial services provider in the United States is seeking an entry-level financial professional ready to engage with clients and help them achieve their financial goals.

A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time remote role. The advisor will review financial planning scenarios, evaluate AI-generated advice, and provide actionable financial strategies. Candidates should have several years of experien

The Hispanic Alliance for Career Enhancement is seeking a Financial Advisor to deliver comprehensive financial plans and offer education on retirement readiness. Applicants should possess relevant financial certifications and a commitment to providing quality service. This remote position encourages

Transamerica Corporation is seeking a candidate for foundational experience in client engagement, financial planning support, and operational excellence. A Bachelor’s degree in a business-related field and at least one year of experience in financial services are required.

A financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. Responsibilities include making strategic recommendations, determining clients' financial situations, and customizing financial plans. The ideal candidate should possess ex

A growing financial planning practice is seeking a dedicated remote Paraplanner to assist in managing client financial operations and support planners. A commitment to a long-term career in financial planning is desired. Join a team that helps high-income professionals optimize their investment situ

If this sounds like you, apply today! Responsibilities Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Serve as a collaborative team player willing to further development through continued training opportunities Determi

Financial Planner to empower members through actionable financial advice. The ideal candidate will have a CFP® designation and 3+ years in financial planning. Join a community redefining financial planning with your expertise.

In this role you will: Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goals Help craft custom investment portfolios using Wedmont's index-based investment philosophy Be responsible for maintaining a book of business Build an

Position: Personal Finance Advisor / Certified Financial Planner Type: Part-time Compensation: $50-$110/hour Location: Remote Commitment: 10-40hrs/week Role Responsibilities Review realistic financial planning scenarios covering budgeting, emergency funds, debt payoff, retirement planning, and

A financial wellbeing company in the United States is seeking a part-time Certified Financial Planner to provide unbiased financial guidance using a digital platform. This remote role requires a CFP® designation and offers 5-15 hours per week, focusing on various financial topics such as budgeting