- Financial Planner Recruiting, LLC (New York, NY)
- Job Description: Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial ... tax filing and estate planning. Qualifications: Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered … more
- Ronald Blue Trust (Atlanta, GA)
- Job Type Full-time Description The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and ... service experience is preferred. Certifications, Licenses and Registrations: Certified Financial Planner (TM) designation is preferred. Additional education and… more
- MassMutual Eastern PA (Philadelphia, PA)
- Description Financial Planner Opportunity You understand the deep satisfaction that comes from empowering individuals to identify their goals, protect what ... administration, finance, or a related field is required *Proven success as a financial planner , personal financial advisor, financial analyst, or … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …under the RJA and RJFSA registered investment advisor. Must have Certified Financial Planner (CFP) designation or currently working toward completion. Education ... through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients by building GPM plans and assisting in the… more
- StaffMyAgency LLC (Indianapolis, IN)
- Explore a career as a FINANCIAL PLANNER ! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an ... Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After… more
- Goldman Sachs, Inc. (San Francisco, CA)
- Job Description ABOUT THIS JOB The Private Family Office provides proactive financial counseling and full-service implementation to address the financial ... point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several… more
- Northwestern Mutual (Atlanta, GA)
- …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
- Thompson Financial Group (Baltimore, MD)
- …Bachelor's degree in finance, business administration, or related field *Previous success in financial services as a financial planner , personal financial ... customer service skills are vital *Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of… more
- Magellan Health, Inc. (Bordentown, NJ)
- …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
- New York Life Greater Atlanta (Atlanta, GA)
- … financial industry, personal financial advisor or responsibilities, or financial planner roles is essential *Computer proficiency in Microsoft Office, ... Description The Financial Professional position is a client-based role where...the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide… more
- The Piedmont Group (Atlanta, GA)
- …Life and Health License, Series 7, and 66. * Sales experience is highly preferred. *Success as a financial planner or personal financial advisor is desired. ... Description At The Piedmont Group, we don't just support financial advisors-we help them scale with purpose and precision. Discover The Piedmont Group | Atlanta… more
- Principal Financial Group (Bettendorf, IA)
- …be able to develop and maintain community relations. Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... What You'll Do This role leads and consults with financial professionals to help them build their skills and grow their practice throughout the region. You'll also… 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
- BGSF (Dallas, TX)
- …integrated into financial planning. Key Qualifications: Bachelors degree CPA CFP (Certified Financial Planner ) considered a plus; if not, then a CPA who ... BGSF has partnered with a financial planning firm in Dallas area seeking to...looking for a CPA who is interested in tax, financial planning, desire to broaden experience, and grow to… more
- Equitable Advisors (Fort Lauderdale, FL)
- …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
- COUNTRY Financial (Vancouver, WA)
- …Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's ... for life's planned and unexpected moments with the right financial services and insurance products. Our financial ...right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank(R) … more
- Rutgers University (Camden, NJ)
- …Applicants must possess an advanced degree in finance and/or the CFP(R) (Certified Financial Planner ) certification, in addition to a bachelor's degree. Proven ... Position Details Position Information Recruitment/Posting Title Lecturer: MS Finance- Financial Planning Capstone Department School of Business - Cmd Salary Details… more
- Union Savings Bank (New Milford, CT)
- …Committee (TAC) and Trust Investment Committee (TIC). Candidates without the Certified Financial Planner designation will be considered if they are in ... Financial Planning: Maintain a thorough understanding of the client's financial situation and lead clients through the financial planning process by… more
- Morgan Stanley (Chicago, IL)
- …Financial Planning Specialist designation requirements *Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) ... Morgan Stanley Financial Planning Analyst Job Description POSITION SUMMARY Financial Planning Analysts provide exceptional service to our clients and support … more
- Fidelity Investments (Katy, TX)
- …to your clients while making a positive impact in the community Certifications: Certified Financial Planner (R) / CFP-(R) - Issuing Authority, Series 07 - FINRA, ... 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
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