- TIAA (Walnut Creek, CA)
- …Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more
- Bank of America (Albany, CA)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Oakland/Richmond Area Albany, California;Piedmont,...Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to… more
- Edward Jones (Berkeley, CA)
- …+ State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) ... opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working...and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment… more
- Columbia Bank (Walnut Creek, CA)
- …AIF, required . + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. + May be asked… more