Lead Financial Planner - San Francisco Bay Area

This role involves working with members to understand their financial situations and goals. · Guide members through SoFi's unique planning experience. · Presents recommendations based on member circumstances. · ...

We are fixing financial planning by turning logic into code. We are seeking a Founding Planner to serve as the Product Architect for our AI agents.You will sit with our engineers to design decision trees for complex tax strategies. · ...

We're looking for a highly experienced Advisor/Planner to join our team, · helping clients simplify complexity, achieve their goals, and feel confident in their financial future. · ...

We're fixing traditional financial planning by turning logic into code. · We're looking for a product architect to deliver 99th %ile financial planning to millions of Americans at Frame. · You'll build plans and work with real clients but your real job is breaking down messy logi ...

We're looking for a highly experienced Associate Advisor/Planner to join our team, · helping clients simplify complexity, · achieve their goals, · and feel confident in their financial future. ...

We are seeking a knowledgeable and experienced Financial Planner to join our Remote Investment Advisory firm. · The ideal candidate will play a crucial role in helping clients achieve their financial goals by providing comprehensive financial planning and investment management se ...

We are seeking a knowledgeable and experienced Financial Planner to join our Remote Investment Advisory firm. The ideal candidate will play a crucial role in helping clients achieve their financial goals by providing comprehensive financial planning and investment management serv ...

The Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, · Analyzing clients' financial data gathering to provide Advisors with financial planning recommendations · Attending client meetings as subject matter expert for sp ...

The candidate will be responsible for high-level service delivery to ultra-high net-worth (UHNW) clients around financial planning.The position involves client and administrative matters centered around the delivery of financial planning advice and analysis for client-facing prof ...

We’re looking for a client-centered, technically skilled professional to join our Advice Strategy team. · Partner with advisors to build client-ready financial plans and materials · Lead advanced planning analyses and present recommendations · ...

We are seeking top talent to join our team as Financial Professionals. This role involves building client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking. · Role Highlights · Client Engagement: Build and nu ...

We're in search of a candidate to join our team in our Menlo Park office as a Financial Planner. · This role will be critical in driving the future growth of the firm as we are only as successful as a firm, as our advisors are individually. · ...

We are a rapidly growing Registered Investment Advisory Firm (RIA) with more than $9 billion in assets under management. We're in search of a candidate to join our team in our Menlo Park office as a Financial Planner. · We believe financial planning is a human practice rooted in ...

The Senior Financial Planning & Analysis (FP&A) analyst plays a primary role in the monthly and quarterly P&L variance analysis at Cytek Biosciences. · Proactively partner with stakeholders across all sites of the company · Manage the preparation of monthly variance analysis of a ...

The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Bachelor's degree required · FINRA SIE, Se ...

The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Principal Responsibilities: Join an adviso ...

The primary role will be to confirm and execute trades of clients as well as other advisor level duties. · College degree or higher · Direct attention to detail and organization · ...

We are seeking a Financial Planner to join our team at Northwestern Mutual in Walnut Creek. As a Financial Planner, you will educate clients on financial planning and insurance options, provide excellent customer service and build lasting relationships. · ...

We are seeking a Financial Planner to join our team of professionals who are passionate about making a difference in the lives of their clients. · Educate clients on financial planning and insurance options. · Provide excellent customer service and build lasting relationships. · ...

As an Origin Network Financial Planner you'll get to work with members from all walks of life providing personalized financial recommendations and advice. · ...

We are seeking an experienced Lead Planner to serve as a cornerstone of our advisory team.This is a senior-level position designed for a high-technical-capacity professional who thrives on relationship management and complex problem-solving rather than "hunting" for new business. ...