- 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… more
- Magellan Health, Inc. (Danbury, CT)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner … more
- Equitable Advisors (Atlanta, GA)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... 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 (Secaucus, NJ)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... 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
- Fidelity Investments (Rockville, MD)
- …hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner (R) / CFP -(R) - Issuing Authority, ... Job Description: Financial Consultant If you no longer want to...are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help… 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 ... Required Minimum Distributions (RMD's) before year end for qualifying clients. Mail Financial Check-up Cards to all Pershing, Direct Mutual Fund, Managed Accounts… more
- Magellan Health, Inc. (Cincinnati, OH)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner … more
- Equitable Advisors (Raleigh, NC)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- University of Michigan (Flint, MI)
- Director of Certified Financial Planner ( CFP ) Program - Assistant/ Associate /Full Professor - School of Management Apply Now **How to Apply** **ATTENTION: ... Opening ID** 265280 **Working Title** Director of Certified Financial Planner ( CFP ) Program - Assistant/ Associate /Full Professor - School of Management… more
- Regions Bank (Indianapolis, IN)
- …and economic markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management ... Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may...terminated with respect to all or any class of associate at any time. To learn more about Regions'… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Job Posting: Associate Planner Employment Type: Full-Time Location: Mountain View - Hybrid Comp: $90-$130k DOE Jennifer Fukumae is partnering with a ... with ~1B AUM, renowned for its innovative approach to financial planning and commitment to client success. They're seeking...and commitment to client success. They're seeking a motivated Associate Planner to join their dynamic and… more
- UMB Bank (Madison, WI)
- …we can help ensure their plan meets their needs now, and in the future. As the ** Financial Planner II** , you will be working closely with the Wealth Advisors & ... You must have 3+ years of applicable experience within Financial Services. + You must have CFP ...an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …come under the RJA and RJFSA registered investment advisor. + Must have Certified Financial Planner ( CFP ) designation or currently working toward completion. ... training or certification to serve as a resource to Financial Advisors and their clients by building GPM plans...a GPM plan to present to their clients. The associate may or may not assist the FA in… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- Equitable (MD)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) professional and Chartered ... Wealth Management Associate - MD, Baltimore , Columbia (4008) (...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Equitable (Los Angeles, CA)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - CA, Los Angeles (5094) ( 2400002E...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Austin, TX)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - TX, Austin (5162) ( 2500001M )...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Bellevue, WA)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - Retirement Benefits Group - WA, Bellevue...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Equitable (Springfield, IL)
- …ambition + Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - Retirement Benefits Group - IL, Springfield...Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- JPMorgan Chase (New York, NY)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) certification is ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive … more
