Job Board

Job Board

As a benefit to our members, jobs may be posted for up to 90 days at no charge. Please note, however, that we reserve the right to reject listings that are misleading, inaccurate, outdated, or otherwise not in our members' best interests.

To Submit an Advertisement: Email the text exactly as you would like for it to appear on the website to We do not adjust or make changes to the ads so it must be print ready. Please send as Microsoft Word document and include the following:

  • Job Title
  • Description or details of the position
  • Geographic location of the position
  • Your contact information or how to apply 

Once we receive the ad the job will be posted online within 48-72 hours. 

To find jobs on the FPA National website, please visit:
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  • Friday, July 17, 2020 9:58 AM | Anonymous member (Administrator)

    Lead Planner (632) | Remote work opportunity

    Wealth management firm/platform offers unique opportunity for remotely located CFP to directly manage client relationships and prepare/deliver comprehensive financial plans.

    Work directly with clients via video conference/phone/e-mail
    Act as financial life coach for clients to help identify their passions and achieve their goals/objectives
    Professionally/objectively build/deliver custom financial plans ensuring highest quality product and delivery of unparalleled customer experience
    Prepare for client meetings (collect/organize/synthesize client data within financial planning context)
    Work with team members to complete follow-up tasks from client meetings (record meeting notes, complete additional planning/investment management tasks and coordinate work)
    Handle client service responsibilities (regular client contact/communications, conduct account reviews, and address client related communications)
    Provide clients with asset management solutions (review portfolios, coordinate withdrawal needs, deliver tax strategies for assets under management, rebalance portfolios, and assist with implementation of new portfolios)
    Develop/prepare client financial plans/presentations for review by team members
    Partner with team members to manage operational items as they relate to client accounts (submit requests to operational team for account paperwork, initiate/track transfers and account funding, implementation of asset allocation recommendations, service requests, and client online account access
    Work with team members to coordinate insurance applications/underwriting (for life/disability/long-term care insurance policies) through our strategic partnership with an independent insurance brokerage firm

    Bachelor’s degree or higher
    CFP designation required (it is expected you will desire to pursue additional industry/financial planning related education)
    Background/experience in financial services industry; knowledge of key financial/investment/risk management concepts
    Willingness to work independently, with guidance/oversight from team coach
    Client first attitude; professional demeanor; personal integrity/understanding of fiduciary responsibility; excellent computer skills including ability to learn in-house software/tools; superior interpersonal/organizational/client service skills; excellent written/verbal communication skills; dedication to developing career in financial services industry with potential for advancement within the company

    Any networking assistance would be greatly appreciated.

    Jordan Striggow | Senior Recruiter
    BCI | Financial Services
    10 S. Wacker Drive, Suite 1250 | Chicago, IL 60606
    312-460-8394 |

  • Thursday, May 21, 2020 10:14 AM | Anonymous member (Administrator)

    Retirement Planning Consultant – Flagstaff, AZ

    At Transamerica we’ve seen that Wealth + Health are inextricably linked, and that living well tomorrow starts with the habits we form today.  That’s why we’re passionate about inspiring our customers to improve their financial health- and their overall well-being- to optimize how well they are prepared for the future.  We’re seeking people who can help us to continue to inspire, by bringing fresh ideas and varying perspectives, and helping us to shake up the status quo!  Come join our supportive culture that encourages a healthy lifestyle, community giving, diversity, collaboration, retirement readiness, lifelong learning and fun!

    The Retirement Plan Consultant plays an integral role in helping others to become financially prepared for their future.  As a dedicated resource to an assigned institutional client and their plan participants, the Retirement Plan Consultant provides world class service and support through educational presentations and seminars, and individual retirement readiness consulting. They also play a critical role in helping to grow plan participation, and advance and retain Transamerica’s relationships with our vast network of institutional clients.

    This position is based onsite with our client located in Flagstaff, AZ.

    If you are a licensed financial services professional, an outstanding relationship builder, customer focused, self- motivated, goal driven, and can engage an audience with your excellent communication and presentation skills, then take a look at this great opportunity at Transamerica!

    Read entire job posting here....

  • Thursday, October 17, 2019 3:04 PM | Anonymous member (Administrator)

    Click the image to download the posting

  • Tuesday, September 24, 2019 12:55 PM | Anonymous

  • Monday, February 11, 2019 9:26 AM | Anonymous member (Administrator)
  • Wednesday, October 31, 2018 2:31 PM | Anonymous member (Administrator)

    Associate Advisor

    Overview: The associate advisor position is a support role to the senior advisors. Relative to the senior advisors, who are primarily focused on developing new business, the associate advisor is primarily responsible for the retention of existing client relationships but also may be expected to handle new business independently.  In addition to helping with client meetings, the associate advisor will also create financial plans for the firm’s clients by conducting client research, preparing for client meetings, and providing ongoing service/maintenance to clients. The associate advisor will serve as an in-house expert on financial-planning-related client issues.  The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers a comprehensive client solution. This individual must have strong relationship management skills. They must be reliable, organized and deadline- driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment.


    • ·         Knowledge of key financial, investment and risk management concepts
    • ·         Can create financial plans using Money Guide Pro financial planning software.
    • ·         Able to lead review meetings with existing clients
    • ·         Can assure people and put them at ease
    • ·         Comfortable with presentations and telephone conversations
    • ·         Excellent listener
    • ·         Possesses a passion to help team and clients
    • ·         Possesses strong analytical skills
    • ·         Reliable and follows through on commitments
    • ·         Systematic approach to tasks
    • ·         Ability to see big picture and handle details
    • ·         Excellent computer skills (Word, Excel, PowerPoint, Internet); ability to learn in-house programs and tools
    • ·         Skilled in basic statistics and quantitative products portfolio theory
    • ·         Able to prioritize; deadline and detail sensitive
    • ·         Takes direction and executes a plan
    • ·         Dedicated to developing a career within the financial services industry

    Functional Responsibilities

    Relationship Management

    • ·         Accountable for the ongoing retention of a defined group of existing clients
    • ·         Can identify and deliver to changing advice needs
    • ·         Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information
    • ·         Delivers excellent service supporting the generation of referrals from existing clients
    • ·         Prepares financial plan and other client meeting necessities

    Investment research

    • ·         Conducts research on topics that may include the economy, financial markets, individual securities, mutual funds, annuities, third-party money managers and alternative investments
    • ·         Portfolio analysis and monitoring
    • ·         Compiles and analyzes client data to develop financial plans
    • ·         Simulation modeling using Monte Carlo and other statistical techniques
    • ·         Passive/active management analysis
    • ·         Asset allocation strategies including alternatives
    • ·         Tax gain/loss analysis


    • ·         Develops an ability to articulate the story of the practice and identify ideal qualified prospects
    • ·         Assembles customized proposals for clients and prospective clients
    • ·         Assists in building, tracking, and maintaining prospect pipeline and prospecting plan
    • ·         Performs client fact finding

    Liaise with Other Team Members

    • ·         Works with client services associate or portfolio administrator on client documentation, client meeting preparation, and processes
    • ·         Participates in regular team meetings
    • ·         Participates in annual business planning strategy session as requested

    Data input

    • ·         Creates data for creating financial plans
    • ·         Enters client data into Wealthbox
    • ·         Directs and monitors workflow required to service clients
    • ·         Documents processes for all client analysis, financial planning and research activities in the absence of an operations manager
    • ·         Generates requested reports
    • ·         Develops and maintains standardized proposals, presentations and resource library

    Client interaction

    • ·         Meets, greets, and provides concierge service for visiting clients or prospects as needed
    • ·         Prepares for and leads ongoing client review meetings and supports the delivery of ongoing service to existing clients
    • ·         Responds to advice-related client calls
    • ·         Makes outgoing client courtesy calls
    • ·         Queries clients for updated information pending annual and semiannual reviews
    • ·         Intakes applications and forms as needed
    • ·         Coordinates portfolio reviews
    • ·         Participates in client meetings with lead advisor to develop client acquisition skills and to support the conversion of prospects to clients


    • ·         Assists in development, coordination, and maximization of vendor and external resource providers
    • ·         Supports special projects as assigned
    • ·         Assists members of the team when needed
    • ·         Maintains strong compliance documentation related to research and trading
    • ·         Fully utilizes all technological systems

    Educational and Experience Requirements and Preferences

    • ·         CFP a must
    • ·         Background and experience in the financial services industry
    • ·         Two to three years of advice and relationship management experience
    • ·         Licenses and credentials: Series 65
    • ·         Knowledge of Money Guide Pro and other industry specific software
    • ·         An undergraduate degree


    • ·         Base salary: commensurate with experience
    • ·         Potential for quarterly bonus
    • ·         Salary increases are performance based

    Two weeks of vacation

    Six sick days

    3% company match to retirement plan

    Send resume to

  • Wednesday, August 29, 2018 2:38 PM | Anonymous member (Administrator)

    If you are interested in learning how Financial Advisor positions work at Edward Jones, mark Sep 12th on your calendar and join their team for lunch.

    Luncheon Invitation

  • Sunday, July 15, 2018 5:09 PM | Anonymous member (Administrator)

    for further reference:

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