- Northwestern Mutual (San Diego, CA)
- Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals ... financial planning. On your path to becoming a financial advisor , you start as a ...Essentials(R), Series 6, Series 7, Series 63, and more Certified Financial Planner(R) licensing support2 Fully company-funded… more
- Genesis Health Clubs (Kansas City, MO)
- We are currently seeking FITNESS ADVISORS to assist in the financial growth and success of Genesis Health Clubs. Mainly responsible for leading and participating in ... like the guidance and motivation of a fitness expert, Genesis can provide nationally certified personal trainer who can help guide and teach members how to get in… more
- Deloitte (Atlanta, GA)
- …for the CPA If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- JPMorgan Chase & Co. (Milpitas, CA)
- …want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated ... as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP(R)) certification is preferred Bachelor's… more
- Jamie Grayem (Newport Beach, CA)
- FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis MUST HAVE 7/66 (63/65) This position is subject to SAFE Act registration ... in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning… more
- Equitable Advisors (Saddle Brook, NJ)
- …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
- Fifth Third Bank (Cincinnati, OH)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging ... with and influencing management and peers to support growth and financial results. Actively participates within professional and community organizations. Actively… more
- Coastal Wealth (Jacksonville, FL)
- Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable ... or equivalent work experience required *CPA license, or CFP ( Certified Financial Planner license from Certified...practices, and tax regulations is necessary *Success as a financial planner, personal financial advisor ,… more
- Nova Southeastern University (Fort Lauderdale, FL)
- …on topics, such as college degree programs, admission requirements, and financial aid opportunities. 12. Assesses needs for assistance, such as rehabilitation, ... financial aid, or additional training, and refers clients to...systems (such as Ellucian or ISSM). 2. Bilingual 3. Certified Notary Public 4. Master's Degree 5. Prior experience… more
- COUNTRY Financial (Carol Stream, IL)
- …Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) ... 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
- Atria Wealth Solutions (Allentown, PA)
- … Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... credit union in the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are not limited to, the… more
- Cetera Financial Group, Inc. (Leawood, KS)
- … financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the ... advancement and success are limitless. TRPG is currently seeking to add a Tax Advisor ( Certified Public Accountant) position to our team located in Leawood, KS,… more
- Central Bancompany (Lawrence, KS)
- …these models being managed by outside, professional money management companies. The Financial Advisor must periodically meet with their clients to reevaluate ... addition to the sales aspects of this position, the Financial Advisor is expected to hold the...or 66 Licenses required. Life and Health insurance licenses Certified Financial Planner designation highly recommended Strong… more
- Jamie Grayem (Albany, NY)
- Wealth Planner / Hight Net Worth Financial Advisor Albany, NY, US $100,000 - $200,000 / yr + Bonus + Full Benefits + Great Growth Opportunities CFP Required Job ... planning advice to high net worth clients (preferred) Licenses and Certifications Certified Financial Planner (CFP) (required) Tactical Skills Expertise in… more
- NYL - Lance Gillman (Tucson, AZ)
- Description We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal ... regulations is desired *Current professional license CPA, or CFP ( Certified Financial Planner license from Certified...financial planning software is preferred *Success as a financial planner, personal financial advisor ,… more
- Advisor Employee Services (Grand Rapids, MI)
- Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy ... in Grand Rapids, MI is seeking to add a Financial Advisor to our Team! The ...Series 65 securities registration. We'll even pay for your Certified Financial Planner(R) designation. Want to get… more
- ADAMS AND ASSOCIATES INC (Brunswick, GA)
- …$17.20 Hourly Job Category Education Description Position Summary The Residential Dorm Advisor is responsible for providing proper guidance to students to ensure ... assisting with unit activities, and providing counseling and support to students. The advisor plays a key role in fostering a positive living environment and… more
- International SOS Government Medical Services (San Jose, CA)
- …of US Customs and Border Protection (CBP), the Supervisory Behavioral Health Advisor (SBHA) develops, implements, and evaluate the behavioral health assessments and ... and support staff (eg, Licensed Practical/Vocational Nurses, Paramedics, EMTs, Certified Medical/Nursing Assistants). These contracted medical teams provide basic… more
- StaffVengers (Crofton, MD)
- …and certification in QuickBooks Pro. The ideal candidate will manage day-to-day financial transactions, ensure accurate reporting, and support overall financial ... of rental or commercial properties. Key Responsibilities: Maintain and reconcile financial records using QuickBooks Pro. Manage accounts payable and receivable,… more
- Equitable Advisors (Madison, WI)
- …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
