- Principal Financial Group (Raleigh, NC)
- …**Skills That Will Help You Stand Out** + Industry designations (eg CLU, ChFC , CFP, FLMI), or progress towards, preferred **Salary Range Information** Salary ranges ... below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary… more
- Magellan Health Services (Mcconnell AFB, KS)
- …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor; McConnell AFB, ... Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver… more
- Magellan Health Services (Richland, MI)
- …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, Assignment Ready ... Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver… more
- Equitable (New York, NY)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + **Stable Pay** : After… more
- Aegon Asset Management (MI)
- …Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP, CRC, CEBS, ChFC , CIMA, CRPS) acceptable in lieu of RPA or CRPC. + Three years of ... financial services or related experience. + Strong communication and interpersonal skills. + Presentation skills to support the sales process. + Self-motivated to drive toward set targets. + Organization and time-management skills. + Ability to quickly learn… more
- Equitable (The Woodlands, TX)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Stable Pay** : Biweekly pay for eligible financial professionals, empowering you to… more
- Equitable (Woodbridge, NJ)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + **Base Salary** : After… more
- Equitable (Warwick, RI)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Base Salary: After successfully… more
- Equitable (Wellesley, MA)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully… more
- Equitable (Miami, FL)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary** : Annual salary for eligible financial professionals, empowering you… more
- Equitable (Kansas City, KS)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Base Salary: Annual salary for eligible financial professionals, empowering you to… more
- Equitable (Minneapolis, MN)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + Base Salary: After successfully… more
- Thrivent Financial (Milwaukee, WI)
- …in a virtual or hybrid working environment. Preferred: + Advanced Designation (CFP(R), ChFC , or CLU), Salesforce experience, and familiarity with Money Guide Pro or ... similar planning tools. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive… more
- Truist (College Station, TX)
- …Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development ... Program or Banking School such as Truist Leadership Development Program or Banking School. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working… more
- Fifth Third Bank, NA (Springfield, IL)
- …+ A Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC , CIC, and PFS) must be obtained within 90 days of start date. + Some travel ... associated with client and prospect management may be necessary. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. Fifth Third Wealth Advisors, Relationship Manager Total Base Pay Range 80,500.00 -… more
- Equitable (OR)
- …**Preferred Qualifications** * Bachelor's degree * Professional Designations CLU, ChFC or CFP are viewed favorably * Exceptional communication/interpersonal skills ... with excellent computer and organizational skills **Skills** **Effective** **Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. **Influencing:**… more
- Truist (Atlanta, GA)
- …1. At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC , CFP, CPA, CFA or equivalent advanced knowledge course of study. 2. Professional work ... experience with demonstrated competency in financial planning for affluent clients. 3. Strong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits,… more
- Insight Global (Cape Coral, FL)
- …Clean FINRA U4 record FINRA Series 66 (or 63 & 65) Florida 2-15 License Minimum of $125K Revenue/Commissions/GDC in the trailing 12-months CFP, ChFC , CRPC Certified ... As a Financial Advisor, you'll work with credit union branches to acquire and grow member relationships. You'll provide personalized financial planning and investment advice, while partnering with branch teams to deliver comprehensive wealth solutions. Key… more
- Robert Half Finance & Accounting (Danville, CA)
- …Redtail a plus. + Bachelor's degree required; + Series 7/66/65, CFP(R), or ChFC (R) a plus. + Proficiency in Excel/Google Sheets and financial analysis. + ... Detail-oriented, professional, and relationship-driven. Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …where needed). + Bachelor's degree required; Series 7, 66, 65, CFP(R), or ChFC (R) credentials are a plus. + Excellent communication, attention to detail, and ... organizational skills. + Proficiency in Microsoft Office, Excel, and Google Sheets. Why This Firm + Collaborative, relationship-driven culture with a deep commitment to client service. + Mentorship and professional development opportunities to advance your… more
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