1793 financial planner jobs found

WHO WE ARE Westwood Management Corp. is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions. Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients. Westwood has two distinct investment capabilities in U.S. Value Equity and Multi-Asset. Based in Dallas, Westwood also maintains an office in Houston. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients. ABOUT THE ROLE This position will support private wealth advisors with their financial planning engagements by completing comprehensive financial plans, annual updates and client-requested financial analysis. Planning areas will include but are not limited to financial statements, risk management, benefits, insurance analysis, philanthropic...

Golden Reserve of Ohio is looking for Retirement Planners to guide and protect retirees from the biggest risks of retirement: (i) Taxes, (ii) Fees, (iii) Risk and (iv) Long-Term Care. Since our founding in 2011, we have been recognized as one of the 50 fastest growing companies in the State and have quickly grown to 14 offices and counting. Our success and growth are directly attributed to the superior quality of professionals we recruit, as well as our unique financial model, combining legal, tax and financial services – all under one roof – at one flat-fee package cost (no more AUM). Benefits for the Senior Financial Retirement Planner: Very generous time off policy Health Insurance Dental Insurance Vision Insurance 401(k) Life Insurance Competitive base salary starts at $100,000 (pay is commensurate with experience) Lucrative Production & Uncapped Performance-based incentives – including profit sharing for partners Prospects – you do NOT need...

Golden Reserve of Ohio is looking for Retirement Planners to guide and protect retirees from the biggest risks of retirement: (i) Taxes, (ii) Fees, (iii) Risk and (iv) Long-Term Care. Since our founding in 2011, we have been recognized as one of the 50 fastest growing companies in the State and have quickly grown to 14 offices and counting. Our success and growth are directly attributed to the superior quality of professionals we recruit, as well as our unique financial model, combining legal, tax and financial services – all under one roof – at one flat-fee package cost (no more AUM). Benefits for the Senior Financial Retirement Planner: Very generous time off policy Health Insurance Dental Insurance Vision Insurance 401(k) Life Insurance Competitive base salary starts at $100,000 (pay is commensurate with experience) Lucrative Production & Uncapped Performance-based incentives – including profit sharing for partners Prospects – you do NOT need...

Golden Reserve of Ohio is looking for Retirement Planners to guide and protect retirees from the biggest risks of retirement: (i) Taxes, (ii) Fees, (iii) Risk and (iv) Long-Term Care. Since our founding in 2011, we have been recognized as one of the 50 fastest growing companies in the State and have quickly grown to 14 offices and counting. Our success and growth are directly attributed to the superior quality of professionals we recruit, as well as our unique financial model, combining legal, tax and financial services – all under one roof – at one flat-fee package cost (no more AUM). Benefits for the Senior Financial Retirement Planner: Very generous time off policy Health Insurance Dental Insurance Vision Insurance 401(k) Life Insurance Competitive base salary starts at $100,000 (pay is commensurate with experience) Lucrative Production & Uncapped Performance-based incentives – including profit sharing for partners Prospects – you do NOT need...

Who is BGM? BGM offers entrepreneurs, business owners, organizations and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs. We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more! A successful team member enjoys working with a wide variety of clients, and demonstrates organizational, technical skill, and effective communication while enjoying contributing to a fun, professional working environment. You will be in a position to work closely with engagement Partners, interact with great clients, and will have opportunities for staff supervision and advancement....

DESCRIPTIVE SUMMARY Get ready to jump on board with the industry leader in the provision of wellness services to the military and veteran communities! The Bowen Group, a values-led, industry leader in telehealth, strategic communications, and wellness services and staffing, has an outstanding opportunity for a Personal Financial Counselor to join our team supporting the military community. This position is located in Johnston IA CORE FUNCTIONS PFCs provide financial education and counseling services primarily to Service Members and their families affiliated with specific Navy Operational Support Centers members of the National Guard, Reserve, and Active Duty. Skills in: Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens. Providing financial planning counseling to reduce, eliminate, and avoid debt and achieve financial goals. Teaching Service Members (and their families) money management...

United Bank United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved. Location: Fredericksburg, VA, US, 22401 Company: United Bank Job Description The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers RESPONSIBILITIES: Interface with/train branch employees in an effort to...

Civista Bank Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: · Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. · Meet with customers and prospective customers at various locations. · Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. ·...

Civista Bank Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. This position will cover the Greater Cincinnati market. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by...

Civista Bank Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform...

As a Senior Loan Originator with Envoy Mortgage we provide you with a high standard of service, support and tools, with one goal in mind - Improving Lives!By listening to our originators and leveraging our teams and resources, we create a work environment poised for success while remaining a competitive lender and employer in the mortgage industry.Through this business approach Envoy Mortgage has been awarded Top Mortgage Employer by Mortgage Professional, 50 Best Companies to Work for by Mortgage Executive Magazine, and the Top Tech Housing Award many years running. Come join us, and be part of a team where your success, is our success! General Summary The Senior Loan Originator provides residential mortgage loans and generates leads to increase production. The Originator obtains purchase and refinance mortgage loans in accordance with established company policies and procedures and industry guidelines by calling upon realtors; builders; past clients and referral partners; while...

Do you enjoy helping successful people with complex financial needs find the peace-of-mind they deserve? Do you live to serve? If so, we should talk. Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial bent. Our Principals and employees, most of whom have worked together for years, are deeply committed to our fiduciary model as an independent planning firm, 100% employee owned. We live to serve successful people with complex financial lives, and we are looking for Financial Planners who share our core values and commitment. If this is you, we want you to join our team! As a member of our team, you will be delivering the personalized service that is our hallmark. You will: Provide exceptional financial planning and investment advisory services to 80-100 client relationships, enabling them to achieve their personal/family and charitable goals. Engage with clients to understand...

DePaul University Job Identification: 1211 Locations: , , , , Job Schedule: Full time Job Category: Administration The Highlights: Reporting to the Senior Vice President, the Director of Strategic Initiatives will manage Senior Vice President's (SVP) special projects and outreach related to the SVP's portfolio of donors. Coordinates with faculty, staff, students, families, alumni, donors and the public on behalf of the SVP and university. Collaborates closely with university administrative and academic leadership. Serves the SVP as a resource to and liaison with external agencies as well as internal constituencies including the SVP's portfolio of donors, vice presidents, deans, faculty, staff, students, parents, alumni, donors, and members of the Congregation of the Mission communities. Works closely with the Senior Vice President, senior leadership team and with colleagues across the institution including Office of the President, Office of the Provost, Finance,...

We are hiring for a Area Director of Business Development. At Louisiana Hospice and Palliative Care a part of LHC Group, we embrace a culture of caring, belonging, and trust and enjoy the?meaningful connections that come from it: for the whole patient, their families,?each other, and the communities we serve—it truly is all about helping people.? We strive to offer benefits that reward the whole you!? employee wellness programs flexibility for true work-life balance? holidays & paid time off? continuing education & career growth opportunities company-wide support & resources to?help you achieve your goals? ?Take your career to a new level of caring. Apply today!  The Area Director of Business Development is responsible for executing the sales strategy to increase company market share through account development and educating the medical community on services provided by the company while operating within set budget. Achievement of annual location admit and census...

Location: Paterson Market SUMMARY: Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the Bank’s consumer and business customers. Assesses the customer’s investment portfolio, and financial objectives, and provides guidance to the customer on successfully achieving those objectives. Job Description: Meet with customers to review their existing financial situation and to establish the client planner relationship. Develops and presents recommendations and alternatives to meet the client’s needs for: Retirement Planning, Tax Management, Business Continuity/Succession, Estate Planning, Education Funding, Life Insurance, etc. Implement and monitor these recommendations to meet the client’s needs over time. Assesses the client’s investment portfolio. Recommends an asset allocation and specific plan to meet established objectives. Executes an...

Science Planner US-WI-Madison Job ID: 2023-1620 Type: Regular Full-Time # of Openings: 1 Category: Lab Planner Madison Overview If you enjoy solving complex challenges in a collaborative environment that celebrates each person's ideas, experience, and creativity, this might be the opportunity for you. Flad is a national architectural firm, with ten offices across the country, specializing in science, healthcare, academic, and workplace spaces. Flad is a team of creative, intelligent, energetic people who help our clients tackle the issues that change people’s lives. How will your days be spent This position will work on programming and planning parameters including lab functional models, lab staffing, departmental relationships and detailed lab design. Participate in client and user group interviews for needs assessment and implement lab planning documentation. Understand lab equipment and its impact on research spaces. Work with team members and...

Science Planner US-CA-San Diego Job ID: 2023-1626 Type: Regular Full-Time # of Openings: 1 Category: Lab Planner San Diego Overview If you enjoy solving complex challenges in a collaborative environment that celebrates each person's ideas, experience, and creativity, this might be the opportunity for you. Flad is a national architectural firm, with ten offices across the country, specializing in science, healthcare, academic, and workplace spaces. Flad is a team of creative, intelligent, energetic people who help our clients tackle the issues that change people’s lives. How will your days be spent This position will work on programming and planning parameters including lab functional models, lab staffing, departmental relationships and detailed lab design. Participate in client and user group interviews for needs assessment and implement lab planning documentation. Understand lab equipment and its impact on research spaces. Work with team members...

Science Planner US-GA-Atlanta Job ID: 2023-1631 Type: Regular Full-Time # of Openings: 1 Category: Lab Planner Atlanta Overview If you enjoy solving complex challenges in a collaborative environment that celebrates each person's ideas, experience, and creativity, this might be the opportunity for you. Flad is a national architectural firm, with ten offices across the country, specializing in science, healthcare, academic, and workplace spaces. Flad is a team of creative, intelligent, energetic people who help our clients tackle the issues that change people’s lives. How will your days be spent This position will work on programming and planning parameters including lab functional models, lab staffing, departmental relationships and detailed lab design. Work with team members and consultants, programming projects, conducting site visits, and all necessary communications and documentation needed to ensure successful completion of projects. Work...

Science Planner US-NY-New York Job ID: 2023-1614 Type: Regular Full-Time # of Openings: 1 Category: Lab Planner New York Overview If you enjoy solving complex challenges in a collaborative environment that celebrates each person's ideas, experience, and creativity, this might be the opportunity for you. Flad is a national architectural firm, with ten offices across the country, specializing in science, healthcare, academic, and workplace spaces. Flad is a team of creative, intelligent, energetic people who help our clients tackle the issues that change people’s lives. How will your days be spent This position will develop programming and planning parameters including lab functional models, lab staffing, departmental relationships and detailed lab design, including MEP systems and casework. With a thorough understanding of laboratory furniture systems, lab equipment, and its impact on research areas, help clients/users determine appropriate equipment...

Science Planner US-CA-San Diego Job ID: 2023-1628 Type: Regular Full-Time # of Openings: 1 Category: Lab Planner San Diego Overview If you enjoy solving complex challenges in a collaborative environment that celebrates each person's ideas, experience, and creativity, this might be the opportunity for you. Flad is a national architectural firm, with ten offices across the country, specializing in science, healthcare, academic, and workplace spaces. Flad is a team of creative, intelligent, energetic people who help our clients tackle the issues that change people’s lives. How will your days be spent This position will develop programming and planning parameters including lab functional models, lab staffing, departmental relationships and detailed lab design, including MEP systems and casework. With a thorough understanding of laboratory furniture systems, lab equipment, and its impact on research areas, help clients/users determine appropriate equipment...