- Coastal Wealth (Jacksonville, FL)
- …BS, and/or graduate degree or equivalent work experience required *CPA license, or CFP ( Certified Financial Planner license from Certified Financial ... products, best practices, and tax regulations is necessary *Success as a financial planner , personal financial advisor, financial analyst, or … more
- University of Michigan (Flint, MI)
- …employer. Job Detail Job Opening ID 265280 Working Title Director of Certified Financial Planner (CFP) Program - Assistant/Associate/Full Professor ... - School of Management Job Title PROGRAM DIRECTOR Work Location Flint Campus Flint, MI Modes of Work Hybrid Full/Part Time Full-Time Regular/Temporary Regular FLSA Status Exempt Organizational Group Flint Mgmt Dean Department Flint Management Dean Posting… more
- NYL - Lance Gillman (Tucson, AZ)
- …best practices, and tax regulations is desired *Current professional license CPA, or CFP ( Certified Financial Planner license from Certified Financial ... systems, and financial planning software is preferred *Success as a financial planner , personal financial advisor, financial analyst, or financial… more
- TIAA (Dallas, TX)
- …SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Certified Financial Planner (CFP) - Certified Financial ... Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Please note , a Certified Financial Planner (CFP) - Certified Financial … more
- Jamie Grayem (Albany, NY)
- … planning advice to high net worth clients (preferred) Licenses and Certifications Certified Financial Planner (CFP) (required) Tactical Skills Expertise in ... with CRM tools. Travel Occasional travel to include overnight stay. Must Have: Certified Financial Planner designation 5+ years in financial planning… more
- Magellan Health, Inc. (Arlington, VA)
- …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
- Northwestern Mutual (San Diego, CA)
- …Securities Industry Essentials(R), Series 6, Series 7, Series 63, and more Certified Financial Planner (R) licensing support2 Fully company-funded retirement ... Financial Planning, Inc. owns and licenses the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (R), and CFP(R) (with plaque design) in the United… more
- Equitable Advisors (New York, NY)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Equitable Advisors (Cleveland, OH)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- Jamie Grayem (Newport Beach, CA)
- …preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production...66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals… more
- COUNTRY Financial (Carol Stream, IL)
- …(AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant ... for life's planned and unexpected moments with the right financial services and insurance products. Our financial ...right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank(R) … more
- Aston Carter (Olathe, KS)
- …to routine inquiries and flagging important messages for attention. Collaborate with the Certified Financial Planner (CFP) team to update financial ... reminders regarding scheduled events and deadlines. Enter client information and financial data into the tax preparation software accurately and efficiently.… more
- Atria Wealth Solutions (Allentown, PA)
- …culture Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designation a plus Experience ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal...(CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
- Equitable Advisors (Austin, TX)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Fidelity Investments (Austin, TX)
- …the experience they deserve and each associate maximizes their potential. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series ... ask that you have at least five years in financial sales role We believe that three or more...that three or more years of management within a financial services environment is helpful We require an active… more
- Central Bancompany (Lawrence, KS)
- …Series 63 & 65 or 66 Licenses required. Life and Health insurance licenses Certified Financial Planner designation highly recommended Strong desire to ... base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This… more
- SUMITOMO MACHINERY CORP OF AMERICA (Chesapeake, VA)
- …Short and Long Term Disability Insurance (Company Paid) 401K, 401K Match- Access to Certified Financial Planner Access to LinkedIn Learning YMCA discount and ... more! Purpose and Scope of Job: Primarily responsible for loading, unloading, moving, and stocking materials in the distribution center. Essential Functions (other duties may be assigned): Receive, unpack, check, and store merchandise or materials. Fill… more
- Advisor Employee Services (Grand Rapids, MI)
- …health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner (R) designation. Want to get your CPA ... Financial Advisor Are you looking to expand your...we would like to talk to you! Our established financial service firm, Drake & Associates, in Grand Rapids,… more
- KeyBank (Beachwood, OH)
- …Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management ... (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred)… more
- Equitable Advisors (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
