- MoneyLion (New York, NY)
- …member experience as part of a team The annual base salary for the Certified Financial Planner is expected to be between $180,000 to $195,000. Base salary is ... MoneyLion is a leader in financial technology powering the next generation of personalized...to give everyone the power to make their best financial decisions. We pride ourselves on serving the many,… more
- ExpertHiring, LLC (Seattle, WA)
- …Competitive Pay & Benefits! Job Description What you will be doing: Assist Financial Planner in preparing for and conducting client meetings, regularly ... independently. Portfolio maintenance and management in conjunction with the Lead Financial Planner . Support role on the Investment Committee, adding accounts to… more
- Coastal Wealth (Jacksonville, FL)
- …and/or graduate degree or equivalent work experience required *CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner ... products, best practices, and tax regulations is necessary *Success as a financial planner , personal financial advisor, financial analyst, or … more
- Jamie Grayem (Albany, NY)
- …advice to high net worth clients (preferred) Licenses and Certifications Certified Financial Planner (CFP) (required) Tactical Skills Expertise in goals-based ... Travel Occasional travel to include overnight stay. Must Have: Certified Financial Planner designation 5+ years in financial planning capacity providing… more
- New York Life - Tim Choi (Los Angeles, CA)
- …Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to ... learn the financial services ropes needed for effective wealth management to...to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math… more
- New York Life - Northern California (Sacramento, CA)
- Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job ... the need to help clients identify and achieve their financial goals through a variety of planning services. Join...proactive measures to seek, identify, and establish prospects *Customize financial plans for each client based on his or… more
- Magellan Health, Inc. (Danbury, CT)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- Northwestern Mutual (Los Angeles, CA)
- …Industry Essentials(R), Series 6, Series 7, Series 63, and more Certified Financial Planner (R) licensing support2 Fully company-funded retirement package and ... First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning,… more
- Equitable Advisors (New York, NY)
- …Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Jamie Grayem (St. Louis, MO)
- …in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production...66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals… more
- Fidelity Investments (Rockville, MD)
- …hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner (R) / CFP-(R) - Issuing Authority, Series ... Job Description: Financial Consultant If you no longer want to...have the time to deepen relationships and create complex financial plans, then join a team that is a… more
- Magellan Health, Inc. (Cincinnati, OH)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- Equitable Advisors (Atlanta, GA)
- …Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Equitable Advisors (Boca Raton, FL)
- …Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- The Cape Cod Five Cents Savings Bank (Hyannis, MA)
- …(or obtained after hire date) Longer term goals to achieve the Certified Financial Planner (CFP) registration. KNOWLEDGE, SKILLS & ABILITIES: Minimum three years ... Distributions (RMD's) before year end for qualifying clients. Mail Financial Check-up Cards to all Pershing, Direct Mutual Fund,...of experience in the Financial Services Industry required. Course work in banking, … more
- United Placement Group (Lockhart, TX)
- …within your home state to meet with qualified clients. As a Senior Market Financial Planner with Us, You Will Enjoy: Six-Figure Earning Potential: Thanks to ... Unleash Your Potential as a Financial Advisor - Join Our Elite Team Are...Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do… more
- Truist (Hendersonville, TN)
- …Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. General Description of ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Arab American Family Support Center (Long Island City, NY)
- JOB TITLE: Solution-Based Casework (SBC) Case Planner EMPLOYMENT TYPE: Full-Time LOCATION: Hybrid - 2-3 days in office (Queens Location) REPORTS TO: Solution-Based ... experiencing a wide range of challenges, including personal/marital/relationship problems, financial stressors, acculturation issues, family destabilization, and/or parent/child conflict.… more
- Five Below (Philadelphia, PA)
- …and the ability to make the workplace a WOWplace! Responsibilities Merchandise Financial Planning: Leverage corporate financial targets to develop seasonal ... input on merchandise planning strategies. Grow and develop Associate Planner , providing appropriate opportunities for training, career development, and talent… more
- KeyBank (Tarrytown, NY)
- …FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) ... Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
