Certified

Certified Finance Jobs

4 jobs found

Financial Advisor / Certified Financial Planner

Trade Street Wealth Advisors Greer, SC

8d ago

Full time Advisor Certified CFP

Advisor Certified CFP

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Job Description

Trade Street Wealth Advisors seeks an in-office Financial Advisor (CFP or pursuing CFP) to guide clients in Greer, SC, deliver personalized financial planning, and contribute to firm growth.

Responsibilities

Provide comprehensive financial guidance by crafting and implementing tailored plans and strategies for clients.
Lead and participate in client meetings to discuss financial planning, retirement objectives, and investment approaches.
Regularly review client accounts and portfolios to ensure alignment with stated goals and objectives.
Evaluate client risk tolerance and recommend appropriate investment strategies accordingly.
Offer fiduciary guidance and uphold the best interests of clients at all times.
Build and maintain long-term client relationships through proactive communication and trusted advisory support.
Identify opportunities to strengthen existing relationships and contribute to the firm’s growth trajectory.
Proactively pursue new client relationships and support business development initiatives.
Show leadership within the team by sharing ideas, refining processes, and enhancing the client service model.

Requirements

CFP designation or active pursuit of CFP certification.
Series 7 license.
Two or more years of experience in financial services.
Strong communication and relationship-building skills.
Professional, ethical, and self-motivated demeanor.
Ability to thrive in a small, fast-paced team environment.

Benefits

Competitive salary plus bonuses.
Health care benefits.
401(k) plan with company match.
Eleven paid national holidays.
Paid vacation time.

Schedule

Monday through Thursday: 9:00 AM - 5:00 PM (1 hour lunch).
Friday: 9:00 AM - 4:00 PM (1 hour lunch).

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Certified Financial Planner

Fundamental Wealth Designs Minnetonka, MN

19d ago

$95k - $240k/yr Full time Marketing Advisor Business Development

Marketing Advisor Business Development

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Job Description

The Certified Financial Planner role at Fundamental Wealth Designs is a lead advisory position in the west metro Twin Cities, based onsite in Minnetonka. It centers on delivering firm-funded seminars to retirees and pre-retirees, closing opportunities, and owning the client relationship from the initial contact through implementation.

Location and Compensation

Location: Minnetonka, MN (onsite)

Compensation: USD 95,000 - 240,000 per year

Responsibilities

Manage a firm-funded seminar and workshop calendar that generates qualified appointments; you present and close while the firm fills the room.
Apply a holistic planning framework for retirees and pre-retirees, addressing tax, income, investments, estate, and insurance considerations.
Join a leadership-driven environment with a founder who has 17+ years of industry depth and will invest in your ramp, rather than handing you a list.
Collaborate with an existing support team handling marketing, operations, and client engagement.
Leverage a media and content engine, including a published book, active YouTube channel, social media, and community presence across the Twin Cities.

Requirements

CFP designation.
Active Series 65 or 66 and Life Insurance license.
Proven ability to independently conduct discovery, present recommendations, and close opportunities.
Comfort presenting in workshops, seminars, and client-education events.
Willingness to anchor the west-metro Twin Cities office in person.

Technologies

YouTube

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

The Firm

Fundamental Wealth Designs was founded in 2023 by Billy Voyles, MBA, RICP, following 17+ years in the industry including senior roles at Allianz Life and Magellan Financial. He serves as a working fiduciary and has authored To Roth or Not to Roth (2024). The firm emphasizes a holistic retirement planning model that integrates tax coordination, retirement income, investment management, and estate considerations, with a client-acquisition infrastructure built prior to hiring the advisor who will run it.

What You Walk Into

You will enter a structured environment featuring a firm-funded seminar and workshop calendar that generates qualified appointments, a holistic planning model for retirees and pre-retirees, and a founder with substantial industry depth who will invest in your ramp. An established support team handles marketing, operations, and client engagement, while a media and content engine — including a published book, active YouTube presence, social channels, and community engagement across the Twin Cities — supports outreach.

Who This Is Not For

This is not an associate planner role. You will be in the room presenting, discovering, recommending, closing, and owning the client relationship from first handshake through implementation. If you are uncomfortable asking for the business after a workshop or first meeting, this role may not be right for you. It is also not suited for those who oppose insurance and annuity implementation within a retirement income model or who prefer a fully remote, in-market presenceless arrangement.

Preferred

3–5+ years of advisory production experience
Direct experience converting seminar, workshop, or firm-generated lead flow
Twin Cities market familiarity or a credible local network
Experience within an independent or hybrid advisory firm serving retirees
CPA, EA, or strong tax-planning fluency

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PA State Certified General Real Estate Appraiser

Erie Appraisal Associates, Inc. Erie, PA

27d ago

$20k - $72k/yr Full time Appraisal Appraiser Certified

Appraisal Appraiser Certified

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Job Description

Job Overview

Erie Appraisal Associates, Inc. seeks a PA State Certified General Real Estate Appraiser to join our team in Erie, PA 16506. In this key role, you will conduct comprehensive property valuations across a range of property types, including industrial, retail, various commercial classifications, and specialized properties. The position offers a fast paced environment dedicated to accuracy, integrity, and ongoing professional development.

Responsibilities

Perform detailed real estate appraisals for diverse property types while ensuring compliance with USPAP and PA State Certified General Appraiser licensing requirements and state regulations.
Collect and analyze data on property conditions, market trends, comparable sales, and neighborhood dynamics using GIS tools and other data collection methods.
Conduct quantitative research to evaluate property values, considering construction quality, age, location, and market demand.
Prepare clear, thorough financial reports and appraisal summaries that communicate findings effectively to clients and stakeholders.
Apply financial concepts and analysis techniques, including accounting principles and tax experience, to support valuation accuracy.
Ensure all appraisals adhere to ethical standards established by industry authorities.
Collaborate with construction professionals, real estate agents, and financial analysts to gather relevant information for comprehensive appraisals.
Utilize digital tools to streamline data management, reporting processes, and appraisal documentation.

Qualifications

Valid PA State Certified General Real Estate Appraiser license with active certification status.
Proven experience in real estate appraisal with a strong understanding of construction practices and building materials.
Solid knowledge of accounting principles, financial analysis, and quantitative methods relevant to property valuation.
Familiarity with GIS technology for spatial data analysis and mapping applications.
Strong math skills combined with the ability to interpret complex financial concepts accurately.
Excellent communication skills for preparing detailed reports and collaborating effectively with team members across disciplines.

Benefits

Flexible schedule
Health insurance
Tuition reimbursement

Salary

Pay: $19,775.00 - $71,988.00 per year

Location

Erie, PA 16506. Work Location: In person

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Certified Financial Planner

MassMutual Metro NY New York, NY

27d ago

$175k - $205k/yr Full time Bachelor's Degree Certified CFP

Bachelor's Degree Certified CFP

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Job Description

Overview

MassMutual Metro NY is seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in core areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success.

Location: New York, NY 10119

Responsibilities

Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Includes access to a full comprehensive worksite and group product portfolio.
Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.
Comprehensive Financial Planning: Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies.
Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being.
Develop Holistic Financial Plans.
Conduct Comprehensive Client Discovery to understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions.
Present and Implement Insurance Solutions.
Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans.
Deliver Ongoing Advice and Plan Reviews.
Ensure Compliance and Fiduciary Integrity.
Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest.
Collaborate with Internal Specialists.
Hands-on comprehensive weekly training in the office or remote.

Qualifications

Bachelor's degree in finance or related field
Experience in Financial Planning is a plus
Must be post-graduate
Life and Health License Required
SIE, Series 7, Series 63/65/66, CFP

Compensation

Compensation: $175,000 – $205,000 at plan

About the Firm

MassMutual Metro New York is a leading financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Advisors receive dedicated support through a functional leadership model, enabling them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, cultivating a culture that feels like family.

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Certified Finance Jobs

Financial Advisor / Certified Financial Planner

Certified Financial Planner

PA State Certified General Real Estate Appraiser

Certified Financial Planner

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