- Vanguard (Charlotte, NC)
- Join Vanguard as a Certified Financial Planner in Charlotte, NC Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career ... with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP(R)) to join our team in Charlotte, NC. With competitive… more
- Magellan Health Services (Raleigh, NC)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Bank of America (Wilson, NC)
- …Series 66 and Insurance). + Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the ... Merrill Team Financial Advisor Wilson, North Carolina **Job Description:** Merrill...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Equitable (Charlotte, NC)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Entry Level - Financial Advisor - NC, Charlotte (3623) ( PIN\_42276...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Charlotte, NC)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Financial Professional - Retirement Benefits Group - Charlotte,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Bank of America (Chapel Hill, NC)
- …preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - Raleigh and Surrounding areas...profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business,… more
- Bank of America (Huntersville, NC)
- …preferably in business-related field. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - Charlotte & Associates Market...we're guided by a common purpose to help make financial lives better by connecting clients and communities to… more
- Bank of America (Chapel Hill, NC)
- …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor - Consumer Investments - Raleigh/Durham...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Edward Jones (Greenville, NC)
- …insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Bank of America (Greensboro, NC)
- …and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Truist (Charlotte, NC)
- …Investment Analyst, Certified Investment Management Analyst, Accredited Asset Management Specialist, Certified Financial Planner , Certified Trust and ... Financial Advisor, Chartered Life Underwriter or Certified Public Accountant **General Description of Available Benefits for Eligible Employees of Truist … more
- Truist (Mooresville, NC)
- …Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial ... financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention… more
- Equitable (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
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth ... make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's...our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio… more
- Deloitte (Charlotte, NC)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,...and compliance services to clients in the banking and financial services industries. You will work directly with the… more
- KeyBank (Asheboro, NC)
- …Key. **Education Qualifications** + Bachelor's Degree (required) + Have completed/began CFP ( Certified Financial Planner ) Courses (preferred) **Licenses and ... The program enables novice advisors to develop both the technical skills and financial acumen, necessary to build a successful and client-centric financial … more
- Deloitte (Charlotte, NC)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Raleigh, NC)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Raleigh, NC)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Charlotte, NC)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more