- USAA (Phoenix, AZ)
- …areas of Property and casualty, life insurance or financial services industry CFP certification The above description reflects the details considered necessary to ... describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation Range: The salary range for this position is: $195,230 - $351,410.… more
- Brighton Jones (Stamford, CT)
- …We are expanding to new markets and looking for Lead Advisors who have their CFP (R) and a passion for helping clients. We're currently looking to expand to Stamford. ... must have a four-year degree and the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) designation 6+ years in financial and/or estate planning related work, preferably… more
- Rutgers University (Camden, NJ)
- …to develop and teach a capstone course as part of our online CFP Board Registered MS in Finance-Financial Planning (MSF) graduate degree program, starting in ... planning students apply and communicate their knowledge of the CFP Board Principal Knowledge Topics. The capstone course must...regulatory issues on the financial plan 6. Apply the CFP Board Code of Ethics and Standards of Conduct… more
- Fidelity Investments (Redmond, WA)
- …OR ability to acquire quickly upon hire Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our ... individuals with certain Criminal Histories. Certifications: Certified Financial Planner (R) / CFP -(R) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA,… more
- Magellan Health, Inc. (Bordentown, NJ)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Casey Family Programs (Seattle, WA)
- …in good standing are permitted for a three-month sabbatical with pay. CFP also offers many opportunities for continued learning, training, and development. Equal ... Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. more
- Fidelity Investments (Katy, TX)
- …and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The ... making a positive impact in the community Certifications: Certified Financial Planner (R) / CFP -(R) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series… more
- Northwestern Mutual (Atlanta, GA)
- …Center for Financial Planning, Inc. owns and licenses the certification marks CFP (R), CERTIFIED FINANCIAL PLANNER(R), and CFP (R) (with plaque design) in ... the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial… more
- BGSF (Dallas, TX)
- …and become integrated into financial planning. Key Qualifications: Bachelors degree CPA CFP (Certified Financial Planner) considered a plus; if not, then a CPA ... (to help review and implement financial plans) and is willing to pursue obtaining CFP 3-5+ years of experience with knowledge of preparing personal and business tax… more
- M&T Bank (Boston, MA)
- …knowledge and skills with team members Education and Experience Preferred: CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) ... certification Exposure to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private Banking products and services Trust experience Ability to work independently and in a team-based environment M&T Bank is committed to fair,… more
- Equitable Advisors (San Diego, CA)
- …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay… more
- Fidelity Investments (New Haven, CT)
- …registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP , our Tuition ... you will also be building your career! Certifications: Certified Financial Planner (R) / CFP -(R) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65… more
- Allspring (Chicago, IL)
- …equivalent experience), Certified Public Accountant (CPA), Certified Financial Planner ( CFP ) or Certified Investment Management Analyst (CIMA) designation is ... preferred. Base Pay Range: $170,000 - $200,000 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary,… more
- Equitable Advisors (Boston, MA)
- …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program Compensation & Benefits Sign-On Payment : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay : Biweekly pay for eligible financial professionals,… more
- Crawford Thomas Recruiting (Fleming Island, FL)
- …a structured sales process, extensive training, and full back-end support from a CFP (R)-led advisory team. Your role is to guide prospective clients through a ... RIA producers, brokerage/FINRA reps, life/annuity producers, financial call center reps CFP (R) certification a plus Strong communication skills, attention to detail,… more
- Principal Financial Group (Bettendorf, IA)
- …Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner ( CFP ) or Chartered Leadership Fellow (CLF) designations desired. Some ... travel required, including overnight stays (up to 15%). Licenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident… more
- Allianz (Minneapolis, MN)
- …preferred Bachelor's degree in Finance, Economics or related field. Industry designation such as: CFP , ChFC or CIM You must be legally authorized to work in the US ... and will not require immigration sponsorship for visa status now or in the future (eg H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship. Ability to manage travel (up to 50% of time will… more
- Northern Trust (Los Angeles, CA)
- …client. Series 7 and 63 licenses are required. Additional professional designations such as CFP , CFTA, CFA, CIMA are strongly preferred. You know how to use your ... strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services. Your strong communication skills will ensure you can understand clients' needs and respond with the appropriate solutions. You value the… more
- Financial Planner Recruiting, LLC (New York, NY)
- …planning. Qualifications: Active designation(s) as a Certified Financial Planner ( CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), ... Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar 5-8+ years experience in a client-facing financial services roles Experience with in-depth tax planning and building tax projections for clients Significant experience in delivering financial… more
- Ronald Blue Trust (Atlanta, GA)
- …contribution to client relationships including such things as: Actively pursues CFP (R) or other similar professional designation to enhance financial planning or ... advisory skillset and knowledge. Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's… more
