Top 182702 Financial/Insurance Manager Jobs

CERTIFIED FINANCIAL PLANNER® (CFP®) to serve as an Advisor or Paraplanner
ForFutures Financial Planning, Ameriprise —Voorhees, NJ
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Controller
Immerse Arkansas —Little Rock, AR
- $66,000 - $80,000 a year
- Full-time
- CPR Certification
- CPA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Team-Based Financial Advisor - Holder & Albrecht Financial Group
Thrivent —Spokane, WA
- $60,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Staff Accountant
Manchester Band of Pomo Indians —Point Arena, CA
- $72,800 a year
- Full-time
- Hybrid work
- Background check
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Trust Officer / Relationship Manager
Liberty National Bank Iowa & South Dakota —Dakota Dunes, SD
- Full-time
- Office
- Business development experience
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Senior Property & Casualty Account Manager
Community Financial System, Inc. —Syracuse, NY
- $72,000 - $124,686 a year
- Full-time
- Hybrid work
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
9d
Commercial Banking Officer
Brattleboro Savings and Loan —Brattleboro, VT
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Finance
- Health savings account
- Health insurance
Quick Apply
Tax Manager
One River CPAs —Bath, ME
- $82,000 - $95,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Finance Director
Town of Dundee —Dundee, FL
- $85,000 - $110,000 a year
- Weekends as needed
- 7 years
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
Finance Manager - Experienced in Auto Finance only
Henning Automotive Holdings —Baker City, OR
- $59,000 - $169,000 a year
- Full-time
- CPA
- Dealership
- Mid-level
- Health savings account
- Relocation assistance
Quick Apply
Assistant Finance Manager
Marchese Ford —New Lebanon, NY
- $50,000 - $75,000 a year
- Full-time
- Inventory control
- Dealership
- Inventory management
- Health insurance
- Dental insurance
Quick Apply
Plant Controller
Lehigh White Cement Company —Waco, TX
- $80,000 - $120,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Audit Manager - Public Accounting
James Gordon & Associates, CPA, P.A. —Wichita, KS
- Full-time
- Background check
- CPA
- 5 years
- Health savings account
- Disability insurance
Quick Apply
Personal Lines Insurance Account Manager
Libsco Financial Group, LLC —Northbrook, IL
- $65,000 - $70,000 a year
- Full-time
- Sales
- Office
- In-person
- Disability insurance
- Health insurance
Quick Apply
Tax Manager
SD Associates PC —Elkins Park, PA
- $120,000 - $160,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
Wealth Manager
YTS Wealth Management, LLC —Export, PA
- $90,000 - $150,000 a year
- Weekends as needed
- Background check
- 5 years
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Commercial Insurance Account Manager
Libsco Financial Group —Northbrook, IL
- $75,000 - $85,000 a year
- 8 hour shift
- Customer service
- In-person
- Senior level
- Health insurance
- Dental insurance
Quick Apply
CPA Firm Senior Tax Manager
Hocking Denton Palmquist —Bakersfield, CA
- $130,000 - $200,000 a year
- Full-time
- Management
- CPA
- 5 years
- Profit sharing
- Relocation assistance
Quick Apply

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CERTIFIED FINANCIAL PLANNER® (CFP®) to serve as an Advisor or Paraplanner

ForFutures Financial Planning, Ameriprise
Voorhees, NJ

Quick Apply

Job Details

Full-time

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

CFP
Finance
Bachelor's degree
Business

Full Job Description

ForFutures Financial Planning

A private wealth advisory practice of Ameriprise Financial Services, LLC

Employment Opportunity for:

Financial Advisor, CERTIFIED FINANCIAL PLANNER® (CFP®)

Paraplanner, CERTIFIED FINANCIAL PLANNER® (CFP®)

Full-Time

About Us

We are a client-centric financial planning practice dedicated to helping individuals and families make confident, well-informed financial decisions. Our approach is rooted in comprehensive planning, long-term relationships, and personalized guidance.

The Opportunity

We are seeking a CERTIFIED FINANCIAL PLANNER® (CFP®) professional to join our growing team to serve as either a Paraplanner or Financial Advisor. This role is ideal for those who values deep client relationships, collaborative teamwork, holistic financial planning and looking for a competitive salary with incentivized compensation.

You will work closely with our clients to develop and implement comprehensive financial planning while partnering with other advisors and support staff to deliver a high-quality client experience and further deepening relationships. Additionally, there may be potential to grow your own client base.

Key Responsibilities

· Develop and deliver comprehensive financial planning approach across retirement, investments, tax planning strategies, estate, insurance, and cash-flow planning

· Conduct client meetings and provide ongoing planning guidance and recommendations

· Analyze financial data and create clear, actionable planning strategies

· Collaborate with advisors, investment teams, and operations staff

· Monitor client progress and adjust plans as goals or circumstances change

· Stay current on financial planning strategies, regulations, and best practices

Qualifications

· CFP® certification required

· Bachelor’s degree in finance, economics, business, or related field preferred

· 5+ years of financial planning or advisory experience (flexible based on fit)

· Strong knowledge of retirement, investment, tax, and estate planning

· Excellent communication and interpersonal skills

· High ethical standards and a client-first mindset

· Experience with financial planning software (e.g., eMoney, MoneyGuidePro) a plus

What We Offer

· Competitive salary and incentive compensation

· Health and 401(k)

· Paid time off and holidays

· Continuing education and professional development support

· Collaborative team culture with long-term growth opportunities

Why Join Us?

Focus on holistic financial planning over product sales
Build meaningful, long-term client relationships
Join a supportive, growth-oriented team
Make a lasting impact on clients’ financial lives

To Apply

Please submit your resume and a brief cover letter describing your interest to our Practice Manager at [email protected].

Ameriprise Financial Services, LLC, is an Equal Opportunity Employer.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

8943495ACMR0626

Benefits:

401(k) matching
Health insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

Financial/Insurance Manager jobs

CERTIFIED FINANCIAL PLANNER® (CFP®) to serve as an Advisor or Paraplanner

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Financial Controller

Team-Based Financial Advisor - Holder & Albrecht Financial Group

Staff Accountant

Trust Officer / Relationship Manager

Senior Property & Casualty Account Manager

Commercial Banking Officer

Tax Manager

Finance Director

Finance Manager - Experienced in Auto Finance only

Assistant Finance Manager

Plant Controller

Senior Audit Manager - Public Accounting

Personal Lines Insurance Account Manager

Tax Manager

Wealth Manager

Commercial Insurance Account Manager

CPA Firm Senior Tax Manager

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