57 jobs matching your criteria
Job Search by
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA)
access_time Posted 2 days ago
account_balance Avantax Planning Partners
location_on Portland
CFP certification. * Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states. * Completion of ongoing Continuing Education credits is required. * A valid Driver ...
Associate Wealth Advisor
access_time Posted 1 month ago
account_balance BUCKINGHAM STRATEGIC WEALTH LLC
location_on Portland
Knowledge of financial industry, financial products, and financial planning concepts * Clean U4 * CFP, CFA or CPA/ PFS designation, preferred Buckingham's Compensation and Benefits This is a salaried ...
Estate Planning Specialist
access_time Posted 5 days ago
account_balance Fisher Careers
location_on Camas
... planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an ...
Associate Attorney
access_time Posted 1 month ago
account_balance Crane & Merriman, PC
location_on Portland
He earned his Certified Financial Planner mark in 1996. Although he no longer prepares tax returns and maintains his CFP and securities licenses, he can help you pursue a practice in those areas as ...
Investment Advisor
access_time Posted 8 days ago
account_balance Gentis Solutions
location_on Camas
CFP (Certified Financial Planner) * CFA (Chartered Financial Analyst) * CHFC (Chartered Financial Consultant) * CRPC (Chartered Retirement Planning Counselor) Preferred Qualifications: * Background ...
Financial Counselor - Spanish Required
access_time Posted 6 days ago
account_balance Balance
location_on Lake Oswego
... planning and retirement, housing issues, identity theft, money management, student loans ... Money Coach * NACCC Exam and Certification * Compliance Courses Qualifications Minimum ...
Financial Advisor
access_time Posted 27 days ago
account_balance Evergreen Gavekal
location_on Portland
The Financial Advisor will be responsible for assisting in the financial planning process for our ... CFP® certification required. * Knowledge of Schwab Advisor Network and Schwab platform a plus. * 4 ...
Remote Finance Transformation Analyst
access_time Posted 10 days ago
account_balance SolomonEdwards
location_on Portland
... financial planning, and analysis, or a related field, with demonstrated knowledge and understanding of financial processes, and best practices. * Certified Public Accounting (CPA) * 2-4 years Big ...
Regional Insurance Strategist - Remote
access_time Posted 27 days ago
account_balance Crump Life Insurance Services
location_on Portland
... and financial planning team 2. Meet with high net worth clients and business clients referred ... CFP, etc) 9. Life Insurance licensed and FNRA registered
CFO, VP or Director of Finance
access_time Posted 1 month ago
account_balance Maddox Industrial Transformer
location_on Battle Ground
Direct, review, and prepare budget management and financial planning functions * Recommend ... preferred. CPA designation required. Travel Expectations: Depending on your location, quarterly ...
VP of Finance
access_time Posted yesterday
account_balance OnePeak Medical
location_on Portland
... FP&A items,, managing financial covenants, and supporting our operations team with data and ... BA in Accounting, Finance or relevant field - Required * CPA, Preferred but not required ...
Partner Level CPA/EA
access_time Posted 3 days ago
account_balance Bennett Tax & Accounting
location_on Wilsonville
Serve as a primary point of contact for high-level client interactions, offering tax planning and ... Bachelor's degree in accounting, finance, or related field (required), advanced degree preferred
Want new jobs like this by email?
Sign up for our job alerts and never miss the latest certified financial planner cfp jobs!
Job Alert Created!
Your first email alert will be in your inbox within 24 hours.
Unable to Create Alert
error_outlineThis is because you either:
- Unsubscribed in the past 30 days
- Has resubscribed more than 3 times
- Manually unsubscribed as a complaint
- Did not specify City, State, or Zip