- Equitable Advisors (New York, NY)
- …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 : After successfully completing… more
- Magellan Health, Inc. (Frisco, TX)
- …Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, PFC - All ... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid… more
- Equitable Advisors (Denver, CO)
- …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, empowering you to establish your… more
- Huntington National Bank (Chicago, IL)
- …executive benefits and qualified retirement plans. May have attained CLU, ChFC , and CFP professional designations. About Huntington: Huntington Insurance, Inc. is ... a $70 million revenue full service Independent Agency wholly owned by Huntington Bancshares. The organization's 375 agents and staff partner with bank colleagues across Huntington to deliver Risk Management solutions to businesses, business owners, and… more
- Equitable (Charlotte, NC)
- …experience Preferred Qualifications: Industry designations (including CFP(R) and ChFC (R)) or progress toward completion Experience with investment research/proposal ... tools and financial planning software (including Morningstar Advisor Workstation, eMoney, AdvicePay, Asset-Map, etc.) experience strongly preferred Experience with Microsoft Office Suite including Word, Excel, PowerPoint Problem resolution skills required and… more
- Allworth Financial (Dallas, TX)
- …LL.M. in Taxation or Estate Planning. Professional credentials such as CFP(R), ChFC (R), AEP(R), or CPA. Experience in a multi-disciplinary wealth management or trust ... company environment. SKILLS: Client-centric mindset with strong ethical standards. Excellent written and verbal communication skills. Analytical and detail-oriented approach; ability to manage multiple priorities and meet deadlines. Collaborative and collegial… more
- MassMutual Metro NY (New York, NY)
- …guidelines. Continuous Professional Development *Pursue advanced designations (eg, CFP(R), ChFC (R), CLU(R)) to enhance client service and professional credibility. ... Qualifications *Bachelor's degree in finance or related field *SIE, Series 6/7, Series 63/65 or Series 66 *Self-motivated *Excellent interpersonal skills more
- RK Partners (Chicago, IL)
- …is filed, the applicant is current and in good standing: CFP, ChFC , PFS, CFA, CIC. Responsibilities Prospecting for clients through referrals, personal observation ... and networking Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work… more
- Modern Woodmen (Rock Island, IL)
- …Insurance License - FFM Certified, AHIP Certified, Long Term Care coursework. ChFC and CFP designations or willingness to obtain. Willingness to recommend ... improvements and continuously learn. Coach, guide and mentor a high-performance team, meeting or exceeding Modern Woodmen's established Service Principles. Proven ability to build relationships, negotiate agreements and lead successful outcomes. Strong… more
- United Placement Group (Covington, GA)
- …Life insurance license AND Series 65 license, OR active Series 7 & 66, OR ChFC designation Clean U4 record (if currently registered) Must reside in the state for ... which you are applying Enjoy and excel at face-to-face meetings with clients in their homes Willingness to travel within your home state to meet qualified clients Demonstrated sales ability and a consultative, needs-based sales approach As a Senior Market… more
- Truist (Clermont, FL)
- …Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development ... Program or Banking School such as Truist Leadership Development Program or Banking School. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20… more
- COUNTRY Financial (Birmingham, AL)
- …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 an extended family of support… more
- Magellan Health Services (Wichita, KS)
- …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor; McConnell AFB, ... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid… more
- Equitable (Orlando, FL)
- …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, empowering you to… more
- Equitable (Scottsdale, AZ)
- …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 + **Base Salary** : Annual salary for eligible financial professionals, empowering you… more
- Equitable (Deerfield, IL)
- …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** : After… more
- AAA Northern California, Nevada & Utah (Redding, CA)
- …experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements Works in an ... office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job… more
- Athene (West Des Moines, IA)
- …currently working towards an advanced industry designation such as CLU, RICP or ChFC preferred. + Willingness to embrace challenging assignments and the ability to ... work well with ambiguity. + Ability to navigate computer systems with minimal experience required (Word, Excel, PowerPoint, etc.). + Bachelor's Degree preferred. Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene… more
- Truist (Fort Worth, TX)
- …least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC , CFP, CPA, or comparable advanced knowledge course of study 8. Advanced written, verbal, ... problem solving, and analytical skills 9. Proven experience with group facilitation, presentations, and public speaking 10. The ability to lead and manage projects relevant to the Advice and Planning Group Preferred Qualifications: 1. Ten years of experience… more
- Covenant Health Inc. (Knoxville, TN)
- …and adult clinic administration, and annual planning. Responsible for promoting CHFC pickleball programs to members, non-playing members, and non-members to grow ... the pickleball program. Recruiter: Suzie McGuinn || ###@covhlth.com || ### Responsibilities + Provides on court instruction and presence in clinics, practices, private lessons, NTRP hitting sessions, camps, and special events as set forth by the tennis… more
