Referso Jobs

Support lead advisors in serving clients and delivering financial plans
Proactively support clients by anticipating their needs and delivering exceptional service
Develop relationships with existing clients by participating in meetings, both virtual and in person, and through follow-up calls
Keep detailed records in our CRM and financial planning platforms to ensure seamless service
Help build, maintain, and present personalized financial plans using our planning tools, including eMoney and MoneyGuidePro

Requirements

Bachelor's degree in a related field (implied)
Nice to have: Familiarity with financial planning tools such as eMoney or MoneyGuidePro
Nice to have: Experience with CRM systems (Wealthbox preferred)
Nice to have: Research tools such as Morningstar

Skills

Microsoft Office eMoney MoneyGuidePro

CFP - Paraplanner

Redstone Federal Credit Union · Posted Jul 23, 2026

Open

Huntsville, Alabama, United States
3+ years

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Provides fiduciary, compliant, and high-quality financial planning and investment guidance through comprehensive planning conversations with members and financial advisors.

Responsibilities

Provides comprehensive financial planning services, including retirement, investment management, tax-efficient strategies, insurance, and estate planning coordination.
Designs and manages personalized financial plans using advanced planning software.
Conducts in-depth financial reviews assessing goals, risk tolerance, cash flow, assets, and liabilities.
Gathers, analyzes, and maintains member financial data, reports, and documentation.
Develops, presents, and implements customized financial plans aligned with member goals, values, and life stages.

Requirements

4 Year / Bachelors Degree - Finance, Accounting, Economics or Business Related Field
CFP® certification in good standing
Nice to have: FINRA Series 7 license
Nice to have: Series 63 and 65
Nice to have: Series 66

Skills

financial planning wealth management advisory services financial planning software

Senior Financial Client Associate

Benjamin F Edwards & Co · Posted Nov 3, 2026

Open

Hamden, Connecticut, United States
On-site
Full-time · Senior
$29–$37 per hour
10+ years

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With minimal supervision, the Senior Financial Client Associate assists the Financial Advisor(s) by providing a wide variety of client-related activities, including account opening, maintenance, research, client notes, greeting visitors, responding to phone and email inquiries, coordinating appointments, implementing marketing and business plans, and filing and record keeping in accordance with Compliance regulations.

Compensation

Between $29.23 to $36.54 per hour.

Responsibilities

Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
Assists Financial Advisor(s) with opening new accounts and sending required account and transaction documents to clients.
Researches and resolves account problems, missing documents, etc., identifying errors and initiating corrective measures.
Creates, prepares and reviews daily client reports and presentations for client meetings and/or for Financial Advisor(s).
Maintains client notes and follows up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings.

Requirements

Bachelor’s Degree

Skills

Microsoft Office Suite Salesforce Orion

Wealth Strategist I

PNC · Posted Nov 6, 2026

Open

Pittsburgh, Pennsylvania, United States
On-site
Full-time · Entry
2+ years

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Financial planning role within PNC Wealth Management, responsible for developing tax, estate and financial plans, client meetings, and relationship building.

Responsibilities

Develops, consults on and implements matters of tax, estate and financial planning for clients
Assists in the acquisition of new clients
Retains, expands and deepens existing relationships
Conducts research and develops tax, estate and financial analyses and plans
Identifies solutions and PNC services as sales opportunities

Requirements

Bachelor's
Nice to have: Capital Management
Nice to have: Client Prospecting
Nice to have: Client Relationship Building
Nice to have: Competitive Advantages

Skills

financial planning tax planning estate planning financial analysis client relationship management networking

Wealth Management Advisor

U.S. Bank National Association · Posted Nov 2, 2026

Open

Oceanside, California, United States
$65K–$80K per year
3–5 years

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Lead investment, planning, and insurance products for affluent clients on the Wealth Management Team.

Compensation

This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

Responsibilities

Meet with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate each client’s unique needs
Determine which financial products are suitable for the client’s unique circumstances
Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
Construct portfolios resulting in tailored investment management and insurance services based upon a client’s unique situation

Requirements

Bachelor's degree, or equivalent work experience
Nice to have: Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

Skills

FINRA Series 7 and 66 or Series 7 and 63/65 combination and applicable state insurance license

Senior Vice President, Wealth Management

OneDigital · Posted Nov 5, 2026

Open

Greensboro, North Carolina, United States
Senior
15+ years

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Senior advisor and growth leader within OneDigital’s Wealth practice, leading complex client engagements, driving new revenue, and providing strategic expertise across financial planning, investments, and client experience.

Responsibilities

Serves as senior advisor for a sophisticated book of clients, delivering advanced financial planning, investment management, and holistic advisory support.
Provides expertise on complex planning scenarios, tax strategies, retirement readiness, risk management, and generational planning.
Demonstrates stewardship of the full client relationship, ensuring exceptional service and proactive communication.
Acts as a strategic resource for internal teams by providing guidance on nuanced client situations and planning strategies.
Drives new client acquisition through personal prospecting, referral cultivation, COI partnerships, and professional networking.

Requirements

Bachelor's degree in Business, Economics, Finance, or a related field
Nice to have: MoneyGuidePro

Skills

financial planning investment strategies regulations Microsoft Office

Wealth Advisor

OneDigital · Posted Nov 5, 2026

Open

New York, New York, United States
$120K–$140K per year
2+ years

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Provide tailored financial advice, manage client relationships, and drive business development for wealth management services.

Compensation

The typical base pay range for this role nationwide is $120,000 to $140,000 per year.

Responsibilities

Build trust with clients by understanding their financial needs, goals, and risk tolerance
Develop and present customized financial plans
Deliver an exceptional client experience through ongoing communication and service
Meet with clients regularly to review progress and ensure investment alignment
Advise clients on wealth management strategies including asset allocation, investment management, and estate planning

Requirements

Bachelor's degree in Business, Economics, Finance, or a related field
Nice to have: MoneyGuidePro
Nice to have: multi-tasking
Nice to have: managing priorities

Skills

financial planning principles investment strategies relevant regulations Microsoft Office

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