- Atria Wealth Solutions (Marion, IN)
- …care and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is...Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales… more
- HUB International (Scottsdale, AZ)
- …66 or combination of series 63 and 65 securities registration required + Certified Financial Planner (CFP) designation preferred + Experience working with ... As a Financial Advisor on the Wealth Management Services team,...preferred . + 5 years of experience as a Financial Advisor, delivering high quality financial advice.… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner (CFP) designation preferred . ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
- Insight Global (Hoover, AL)
- …2 + years of financial services experience with an emphasis on sales ( financial planner /advisor role preferred ) -Ability to obtain Life and Health ... funnels, including seminars and referrals. Minimum Requirements: College degree preferred 2 + years of financial services...College degree preferred 2 + years of financial services experience with an emphasis on sales Life… more
- BMO Financial Group (Winnetka, IL)
- …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- BMO Financial Group (Minneapolis, MN)
- …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- KeyBank (Tarrytown, NY)
- …required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified ... Analyst (CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + Licensed Attorney/JD (varies… more
- KeyBank (Salt Lake City, UT)
- …(required) **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified ... Analyst (CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + Certified Wealth Strategist… more
- Kestra Financial (Cranbury, NJ)
- …Minimum of 2 years of experience in the financial industry + Certified Financial Planner (CFP(R)) certification preferred but not required + Excellent ... New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated...financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an… more
- TIAA (Charlotte, NC)
- ** Financial Planner ** The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth ... Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Certified Financial Planner (CFP) - Certified Financial Planner Board… more
- KeyBank (Boise, ID)
- …development experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) ( preferred ) + Certified Investment ... Management Analyst (CIMA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive ... retirement strategy optimization. You will work closely with the Financial Planner and other team members to...Bachelor's degree in finance, accounting, or a related field preferred . * Proven experience in financial analysis,… more
- TD Bank (Greenville, SC)
- …65 or 66 + Valid and active Life & Health insurance licenses + Certified Financial Planner (CFP), preferred + Strong understanding of private banking ... preferred + Advanced degree or MBA preferred + Preferred a minimum of 10 years financial services experience in a production capacity (ie track record for… more
- Iowa Department of Administrative Services (Ames, IA)
- Speed Programs Planner Print (https://www.governmentjobs.com/careers/iowa/jobs/newprint/5012064) Apply Speed Programs Planner Salary $60,548.80 - $92,185.60 ... and Safety Bureau is looking to hire aSpeed Programs Planner (Program Planner 3) to assist in...the operation of the bureau's speed feedback sign program Preferred experience and qualifications: + Strong proficiency with Microsoft… more
- KeyBank (Portland, OR)
- …(required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) ( preferred ) + Resident State Insurance Licenses (Life, ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...+ High School Diploma (required) or + Bachelor's Degree ( preferred ) **Licenses and Certifications** + FINRA Security Industry Essentials… more
- Kestra Financial (Avon, CT)
- …degree in finance, business, accounting, or a related field (Master's degree preferred ). Certifications: CFP(R) (Certified Financial Planner ) required; CFA, ... We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive … more
- Deloitte (San Francisco, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- KeyBank (Pearl River, NY)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) ( preferred ) + Resident State Insurance Licenses (Life, ... Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts… more
- BAE Systems (Nashua, NH)
- **Job Description** This Factory Facing Supply Chain Planner (FFSCP) will be the focal point for supporting all supply chain activities related to New Product ... Introduction (NPI). The planner supports execution of programs and coordination of new...Material, Material Planning, Purchase Requisitions, Purchase Orders and ECOs. ** Preferred Education, Experience, & Skills** + Familiarity with defense… more
- City of Baytown (Baytown, TX)
- Planner I/II Print (https://www.governmentjobs.com/careers/baytowntx/jobs/newprint/4965928) Apply Planner I/II Salary $53,854.00 - $75,346.00 Annually Location ... and situations is a must. If this sounds like you, apply today! Duties Planner I + Reviews land development and building permit applications for compliance with… more