- Regions Bank (Orlando, FL)
- …Training in financial and economic markets + Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or ... a place to expect more opportunities. If you are focused on results, dedicated to quality , strength and integrity, and possess the drive to succeed, then we are your… more
- Truist (Atlanta, GA)
- …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst . (CFA), Accredited Asset Management ... audit, compliance and regulatory framework in order to ensure a high quality , compliant portfolio of client relationships. 8. Participate in the ongoing… more
- Thrivent Financial (Auburn, WA)
- …industry experience required + Certified Financial Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public ... and Annuity registration required + Bachelor's degree in Financial Planning, Finance , Accounting or Economics preferred + Extremely strong organizational skills +… more
- Regions Bank (Orlando, FL)
- …( CFP ), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + ... a place to expect more opportunities. If you are focused on results, dedicated to quality , strength and integrity, and possess the drive to succeed, then we are your… more