- COUNTRY Financial (Vancouver, WA)
- …Analyst ( CFA ) Certified Public Accountant (CPA) Certified Financial Planner ( CFP ) Chartered Financial Consultant ( ChFC ) Bachelor's Degree 2+ years of ... experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial(R) is the trade name for a collective of affiliated insurance and financial services companies. This means we have… more
- The American College of Financial Services (PA)
- …programs. They include, but are not limited to: + Required Industry Designations: CFP (R) + Preferred Industry Designations: AFC(R), CFA (R), CPA(R), EA(R). + ... Overall, the position may need to align with the CFP (R) Board curriculum and specific programs' curriculum at The...Preferred The American College Designations: ChFC (R), CAP(R), CLU(R), RICP(R), WMCP(R), CLF(R). + Significant levels… more
- Truist (West Palm Beach, FL)
- …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst ( CFA ), Accredited Asset Management ... Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R) 4. Completion of Leadership Development… more
- Umpqua Bank (Seattle, WA)
- …estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC , CTFA, CPA, CFA , CWS or AWMA, any one certification, preferred. + ... (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. **Job Location(s):** This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this… more
