- Raymond James Financial, Inc. (St. Petersburg, FL)
- …required to come under the RJA and RJFSA registered investment advisor . + Must have Certified Financial Planner (CFP) designation or currently ... the GPM plan to the client. + Partners with Financial Advisor to review clients' current portfolio...including equities, fixed income, annuities, and options. + Various investment and retirement accounts. + External Accounts and Data… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Jennifer Fukumae is partnering with a prestigious Silicon Valley Wealth Management firm, a Registered Investment Advisor with ~1B AUM, renowned for its ... Description Job Posting: Associate Planner Employment Type: Full-Time Location: Mountain View -... position. + Assist in creating and developing client financial plans, investment policy statements, and detailed… more
- Atria Wealth Solutions (Marion, IN)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid...visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a… more
- Atria Wealth Solutions (Sandusky, MI)
- … through SPF (Member FINRA/SIPC). SPF (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record ... Bank & Trust is seeking a Financial Advisor to provide retirement and investment services...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus +… more
- Atria Wealth Solutions (Cincinnati, OH)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of ... Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus +… more
- Atria Wealth Solutions (Fort Worth, TX)
- … Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA… more
- Atria Wealth Solutions (Allentown, PA)
- …L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and ... the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus +… more
- Atria Wealth Solutions (Richmond, VA)
- …Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and ... million in assets serving nearly 40,000 members. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus +… more
- Atria Wealth Solutions (Corning, NY)
- …L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... solutions to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering… more
- Deloitte (Grand Rapids, MI)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more