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Values Added Financial

United States - Nationwide

Holland Financial, Inc. Logo
Holland Financial, Inc.

Ormond Beach, Florida

Briaud Financial Advisors Logo
Briaud Financial Advisors

College Station, Texas

SyntheticFi Logo
SyntheticFi

United States - Nationwide

Multnomah Group, Inc.

Portland, Oregon

Coldstream Wealth Management Logo
Coldstream Wealth Management

Bellevue, Washington

Marshall+Sterling Wealth Advisors, Inc. Logo
Marshall+Sterling Wealth Advisors, Inc.

Poughkeepsie, New York

Ameriprise Logo
Ameriprise

Seattle, Washington

TalentLink Solutions

United States - Nationwide

Colorado Housing And Finance Authority (CHFA)

Denver, Colorado

G&W Electric

Bolingbrook, Illinois

Environmental Design International Logo
Environmental Design International

Chicago, Illinois

Ferguson Wellman Capital Management Logo
Ferguson Wellman Capital Management

Portland, Oregon

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Senior Financial Planner
A fast growing SEC registered investment advisory firm (RIA) is seeking to add a new experienced financial planner to join our dynamic team.  The successful candidate will support the principal of financial advisory firm servicing client relationships and working on various analysis & planning projects while documenting and communicating recommendations with prospects and clients. He/she will be an integral part of financial planning team and investment committee.  Responsibilities: As a lead planner responsible for all aspects of the client’s financial plan strategies and outcomes Provide objective, unbiased financial advice to a diverse clientele by analyzing client needs and associated investment opportunities. Client relationship development and


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