CFP Board Career Center Jobs Report January 2016
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- Clifford Kelley
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1 Program Planning - Midtown, NYC Bank of America New York NY Program (Planning) - Barton Creek, TX Merrill Lynch Financial Advisor Program- Greater Tampa Bay Area, Florida Merrill Lynch Financial Advisor Program - New York Capital Program (Planning) Northbrook, IL Program (Planning) - Louisville, KY Program (Planning) - Portland, OR Bank of America Austin TX Bank of America FL Bank of America NY Bank of America Northbrook IL Bank of America Louisville KY Bank of America Portland OR U.S. Trust Private Client Associate High Net Worth Bank of America Program (Planning/Relationship Management) - Charlotte, NC Bank of America Charlotte NC Financial Advisor Rebalance-IRA Palo Alto CA Financial Planner The Harbor Group Bedford NH Financial Advisor MassMutual Carolinas Charlotte NC Impact your Future- Financial Services Internship MassMutual Carolinas Charlotte NC Internship Financial Planner Stearns Financial Group Greensboro, Chapel Hill NC Associate Advisor / Manager Brighton Jones San Francisco CA Marketing and Relationship Manager Hallmark Capital Management Jacksonville FL 1
2 Senior Financial Planner (5+ Yrs Experience) Alpha Careers LLC Los Angeles CA Financial Planner - West Coast Region The Ayco Company, L.P. Irvine CA Entry Level Financial Planner - Mid-Atlantic Region The Ayco Company, L.P. Parsippany NJ Entry Level Financial Planning Specialist RDM Financial Group Westport CT Financial Planner- Family Office (IL) The Ayco Company, L.P. Deerfield IL Associate Financial Advisor Stepping Stone Wealth West Hartford CT Executive Client Relationship Manager Financial Planning Assistant Paraplanner Bryant, Carroll and Associates Briggs Wealth Management, Inc. Bryant, Carroll and Associates Atlanta GA Glastonbury CT Entry Level Atlanta GA Advisor / Producer The Heartland Group Chicago IL Financial Planning Associate/Paraplanner Cora Capital Advisors, LLC Marlton NJ Senior Wealth Advisor Reilly Financial Advisors San Diego CA Reston, VA Assistant Branch Manager - Washington DC Assistant Branch Manager - Bethesda, MD Vice President, Financial Consulant - Bethesda, MD Vice President, Branch Manager - Gaithersburg, MD Memphis, TN Gaithersburg, MD Charles Schwab & Co., Inc. Reston VA Charles Schwab & Co., Inc. Washington Dc DC Charles Schwab & Co., Inc. Bethesda MD Charles Schwab & Co., Inc. Bethesda MD Charles Schwab & Co., Inc. Gaithersburg MD Charles Schwab & Co., Inc. Germantown TN Charles Schwab & Co., Inc. Gaithersburg MD Client Service and Planning Associate Job Description Arista Investment Advisors, Ltd. Albany NY 2
3 Client Analyst- APAS (DC) The Ayco Company, L.P. DC Entry Level Financial Planner Pagnato Karp/HighTower Advisors Reston VA Regional Director / Investment Counselor Halbert Hargrove Global Advisors CA Wealth Advisor I Heartland Financial Dubuque IA Financial Advisor Internship- Marketing Assistant PAID Lincoln Financial Advisors Internship Financial Planning Professional AKT Wealth Advisors LP CA Associate Financial Advisor W. Wall and Company, Inc. Asheville NC Entry Level Financial Planning Associate Financial Planning Paraplanner Financial Planning Associate Clintsman Financial Planning Modera Wealth Management, LLC Capital Asset Management Group Southlake TX Entry Level Hernando FL Entry Level Bethesda MD Entry Level Wealth Advisor Capital One Union Square NY Client Services Administrator Lighthouse Financial LLC Broomfield CO Financial Planning Analyst Clarendon Wealth Management VA Wealth Financial Planning Strategist III BB&T Charlotte NC Senior Financial Planning Associate Quadrant Capital Management, LLC Fairfield NJ Financial Planner- Family Office (NYC) The Ayco Company, L.P. New York NY Retirement Consultant Pension Consultants, Inc. Springfield MO Financial Planning Specialist Allegheny Financial Group Pittsburgh PA Entry Level Financial Planning Associate Allegheny Financial Group Pittsburgh PA Financial Analyst and Compliance Manager Carlson Capital Management MN Jr. Financial Planner (Non Sales) Noviello Financial Group Bridgewater NJ Support Advisor WealthPoint Advisors Indianapolis IN Entry Level 3
4 Accounting Associate Hudson RPO Financial Consultant Caritas Financial Chesterland OH Integrations Solutions Analyst NorthStar Financial Services Group, LLC Financial Consultant - Walnut Creek, CA Fidelity Investments Walnut Creek CA Financial Consultant - Schaumburg, IL Fidelity Investments Schaumburg IL VP Executive Planning Consultant - Minneapolis, MN **Future Opportunity** VP Executive Planning Consultant - Los Angeles Area **Future Opportunity** VP Executive Planning Consultant - Los Angeles Area **Future Opportunity** Fidelity Investments Minneapolis MN Fidelity Investments Los Angeles CA Fidelity Investments Palo Alto CA VP Executive Planning Consultant - Houston, TX **Future Opportunity** Fidelity Investments Houston Highland TX Financial Consultant - Greater Seattle Area Director, Planning and Guidance - Westlake, Salt Lake City Retirement Planner - Springfield, MO **Future Opportunity** Regional Vice President, Managed Accounts Analyst- Investment Planning Group (Dallas, TX) Fidelity Investments Bellevue WA Fidelity Investments Westlake TX Fidelity Investments Springfield MO Fidelity Investments Denver CO The Ayco Company, L.P. Dallas TX Regional Investment Officer (Irvine, CA) The Ayco Company, L.P. Irvine CA Business Development Officer position & Wealth Advisor position Knightsbridge Advisors NJ Portfolio Specialist Busey Bank Director, Planning and Guidance - Westlake, Salt Lake City Fidelity Investments Salt Lake City UT Financial Paraplanner Verity Investment Partners Financial Planner Ryan Poage & Co. Kansas City MO 4
5 VP Executive Planning Consultant - DC **Future Opportunity** Fidelity Investments Washington DC Client Relationship Manager Reynolds & Reynolds Financial Partners Atlanta Internship Paraplanner/Operations Manager Cynthia Nowicki Moore Mill Valley CA Internship Administrative/Sales Assistant NWF Advisory (Daniel Yasharel) CA Regional Planning Consultant - Atlanta Fidelity Investments Atlanta GA Financial Planning Paraplanner Modera Wealth Management, LLC Boston MA Entry Level Financial Consultant - Brookfield/Mequon Area Fidelity Investments Millwaukee WI Wealth Planning Associate Ballentine Partners, LLC Waltham MA Entry Level Financial Advisor Shoemaker Financial Memphis TN Wealth Manager Financial Planner Wechter Feldman Wealth Management, Inc. Kemp Harvest Financial Group Parsippany NJ Harleysville PA CFP Planner, Wealth Relationship Advisor Alpha Fiduciary Phoenix AZ Financial planning assistant intern John R Pearson CFP Santa Rosa CA Internship Financial Planner Assistant John R Pearson CFP Santa Rosa CA Client Associate FINANCIAL REPRESENTATIVE RMB Capital Management, LLC Northwestern Mutual Park Avenue Washington DC Entry Level New York NY Client Service & Trading- APWM The Ayco Company, L.P. Latham NY Financial advisor Old Peak Finance Chapel Hill NC Wealth Advisor Guardian Wealth Advisors Bloomington MN Senior Wealth Strategist AMG Indianapolis, Atlanta, Peoria PNC Peoria IL Wealth Strategist Kanaly Trust LTA Houston TX 5
6 Financial Advisor Associate North Island Credit Union El Cajon CA Financial Advisor - Greater Los Angeles Area, CA Financial Advisor - Scottsdale, AZ Money Matters with Ken Moraif Money Matters with Ken Moraif Los Angeles CA Scottsdale AZ Nonprofit Project Accountant Arabella Advisors Chicago IL Paraplanner/Operations Manager Cynthia Nowicki Moore Mill Valley CA Entry Level Operations Manager and Planning Assistant Confidential Chicago IL Director of Financial Services - BMS 1st Global Chicago IL Associate Financial Advisor 1st Global Asheville NC Director of Financial Services - BMS 1st Global Fort Smith AR Branch Career Event - VP, Financial Consultant - Midwest Charles Schwab & Co., Inc. Indianapolis IN Financial Consultant - Walnut Creek, CA Fidelity Investments Walnut Creek CA Portfolio Specialist - Jacksonville, FL Fidelity Investments Jacksonville FL Regional Planning Consultant- Tampa, FL Fidelity Investments Tampa FL Portfolio Specialist - Covington, KY Fidelity Investments Covington KY Financial Planner Aspire Planning Group Grayslake IL Senior Wealth Manager AKT Wealth Advisors LP Seattle WA Retirement Planner - Springfield, MO **Future Opportunity** Fidelity Investments Springfield MO Vice President, Relationship Manager Fidelity Investments Westlake TX Regional Planning Consultant - South Florida Fidelity Investments Ft Lauderdale FL Director, Financial Solutions Fidelity Investments Boston MA VP, Wealth Management Adviser - Charlotte, NC Fidelity Investments Charlotte NC Client Advisor Mercer Advisors Alpharetta GA Regional Coaching Consultant - California Fidelity Investments Los Angeles CA 6
7 Financial Consultant - Folsom, CA Fidelity Investments Roseville CA Tax Reviewer- National Tax Group (CA) The Ayco Company, L.P. Irvine CA Tax Associate- National Tax Group (PA) The Ayco Company, L.P. Cannonsburg PA Tax Reviewer- National Tax Group (NY) The Ayco Company, L.P. Latham NY Tax Reviewer- National Tax Group (NJ) The Ayco Company, L.P. Parsippany NJ Tax Reviewer- National Tax Group (Saratoga) The Ayco Company, L.P. Saratoga Springs NY Tax Reviewer- National Tax Group (GA) The Ayco Company, L.P. Atlanta GA Tax Reviewer- National Tax Group (IL) The Ayco Company, L.P. Deerfield IL Wealth Strategist - Build A Practice with Character GCG Financial Deerfield IL Associate Financial Advisor Financial Planner Hamilton Capital Management, Inc. Strategic Financial Associates, LLC Columbus OH Bethesda MD BB&T Wealth Financial Planning Strategist BB&T Wealth Division Charlotte and Raleigh NC South Bend / Mishawaka, IN Charles Schwab & Co., Inc. Mishawaka IN Financial Planer Aurum Wealth Management Group Mayfield Village OH 7
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