Top 29013 Advisor client data Jobs

Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Support Representative
LDI Solutions, LLC. —Rochester, NH
- $50,000 - $60,000 a year
- Full-time
- Marketing
- Mid-level
- Microsoft Office
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Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
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- Health savings account
- Paid holidays
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Financial Advisor
Raion Financial Strategies —Anchorage, AK
- $70,000 - $100,000 a year
- Full-time
- Customer service
- Research
- Mid-level
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- Retirement plan
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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
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Staff Accountant (CPA)
Partners In Action, Inc. —Grand Rapids, MI
- $80,000 - $100,000 a year
- Full-time
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- Health insurance
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Client Partner - Reddit
MarketStar —Ogden, UT
- $45,000 - $55,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
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- Health insurance
Financial Planning Administrative Support
Pure Financial Advisors, LLC —San Diego, CA
- $45,000 - $50,000 a year
- Full-time
- Microsoft Word
- Office
- Finance
- Health savings account
- AD&D insurance
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Development Security Operations Engineer
Next Level Performance —New Brunswick, NJ
- $45 - $50 an hour
- Part-time
- Hybrid work
- Azure
- 5 years
- DevOps
- 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
12d
Tax Associate for High Net Worth Individuals
Ashton Thomas Private Wealth —Bozeman, MT
- $55,000 - $80,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Minnesota National Bank —Sauk Centre, MN
- $48,000 - $68,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Paid training
- Health savings account
Quick Apply
Project Engineer
Kraft Heinz Company —Fremont, OH
- $77,800 - $97,300 a year
- Overtime
- Bachelor of Science
- Engineering
- 3 years
- AD&D insurance
- Paid holidays
Senior Tax Advisor for High Net Worth Individuals
Ashton Thomas Private Wealth —Denver, CO
- $130,000 - $180,000 a year
- Full-time
- Background check
- 7 years
- 6 years
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
RICHLAND COUNTY BANK —Richland Center, WI
- $21 - $25 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
5d
IT Application Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Hybrid work
- Background check
- Computer science
- Computer Science
- Health savings account
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Financial Advisor
Vitale Wealth Management —Metamora, MI
- $70,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Sales Representative
The Job Center LLC —Cleveland, OH
- Business development experience
- Senior level
- Communication skills
- Opportunities for advancement
Quick Apply
Sales Engineer - Washington
DEWESoft, LLC —Washington State
- $80,000 - $110,000 a year
- Full-time
- Up to 50% travel
- Engineering
- Office
- Health insurance
- Dental insurance
Quick Apply
NJ Personal Lines Insurance Customer Service Rep
David M Hundertmark Agency Inc —Pompton Lakes, NJ
- $40,000 - $56,000 a year
- Full-time
- Microsoft Excel
- English
- Mid-level
Quick Apply

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Certified Financial Planner

Linden Thomas & Co -
Charlotte, NC

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Estate planning needs analysis
Financial planning software
CFP
Data analysis skills
Series 66
Income tax planning
Series 7
Math
Bachelor's degree
Sales management systems proficiency
Financial services
CRM system proficiency
Productivity software
Estate planning
Retirement planning advisory services
Series 63
Gifting strategies

Full Job Description

At Linden Thomas & Company, we are committed to delivering personalized financial guidance that empowers our clients to achieve their immediate and long-term goals. With $3.2 billion in assets under management, our firm combines institutional-level investment management with deeply personal advisory relationships. Our team collaborates to provide comprehensive financial solutions across all aspects of wealth management.

Position Overview

We are seeking a highly motivated and experienced Financial Advisor / Certified Financial Planner (CFP®) to join our growing advisory team. This role is ideal for a professional who excels in building meaningful client relationships while delivering sophisticated financial planning and investment strategies.

The ideal candidate is analytical, detail-oriented, and client-focused, with a strong foundation in financial planning, portfolio management, and wealth strategy. You will play a key role in guiding clients through complex financial decisions, including retirement planning, tax optimization, estate planning, and generational wealth transfer.

Key Objectives

Serve as a trusted advisor and integral member of the firm’s advisory team
Develop and implement comprehensive financial plans and investment strategies
Conduct in-depth financial analysis and deliver actionable recommendations
Ensure compliance with all regulatory requirements and industry standards
Continuously enhance professional knowledge and contribute to team excellence

Responsibilities

Deliver personalized financial advice aligned with the firm’s client-centered philosophy
Develop comprehensive financial plans, including retirement, tax, estate, and risk management strategies
Analyze client financial data (income, expenses, assets, liabilities) to inform recommendations
Construct and maintain financial models, cash flow analyses, and planning projections
Evaluate client risk tolerance and adapt strategies as needs evolve
Collaborate with internal teams and external professionals (CPAs, attorneys) to build holistic plans
Present recommendations and guide clients through implementation
Monitor financial plans and adjust based on market conditions, life events, and regulatory changes
Maintain up-to-date knowledge of tax laws, estate strategies, and financial products
Support business development efforts and deepen existing client relationships

Qualifications & Requirements

Licenses: Series 65 or 66 (Required)
Certifications: CFP® designation (Preferred)
Bachelor’s degree in Finance, Accounting, Business, or related field
4–6+ years of experience in financial planning or advisory services

Strong knowledge of:

Retirement planning
Tax planning strategies
Estate and wealth transfer planning
Trusts and charitable giving strategies
Proficiency in financial planning software, Microsoft Office, and CRM systems
Exceptional analytical, communication, and presentation skills
High ethical standards and a strong client-first mindset
Experience in client relationship management and business development is a plus

Compensation & Benefits

Competitive base salary
401(k) plan
Health, dental, and vision insurance
Paid time off (PTO)
Professional development and continuing education support

Work Schedule

Monday to Friday
In-person at our Charlotte, NC office

Job Type: Full-time

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Physical Setting:

Office

License/Certification:

Series 7 (Preferred)
Series 65 or 66 (Required)

Work Location: In person

Quick Apply

Refine Your Search

advisor client data jobs

Certified Financial Planner

Sales Support Representative

Certified Financial Planner Professional

Financial Advisor

Senior Audit Manager - Public Accounting

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Client Partner - Reddit

Financial Planning Administrative Support

Development Security Operations Engineer

Senior Property & Casualty Account Manager

Tax Associate for High Net Worth Individuals

Financial Advisor

Project Engineer

Senior Tax Advisor for High Net Worth Individuals

Client Service Associate

IT Application Manager

Financial Advisor

Sales Representative

Sales Engineer - Washington

NJ Personal Lines Insurance Customer Service Rep

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