- Morgan Stanley (Chicago, IL)
- Morgan Stanley Financial Planning Analyst Job Description POSITION SUMMARY Financial Planning Analysts provide exceptional service to our clients and support ... key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial...required *4-year college degree or professional certification preferred *Active Series 7 (GS), and Series 66 (AG/RA)… more
- KeyBank (Seattle, WA)
- …Series 7 and 66 (or 63 & 65) (required) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified ... Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state)… more
- MTA (Brooklyn, NY)
- Transit Management Analyst Series Job ID: 12323 Business Unit: New York City Transit Location: Brooklyn, NY, United States Regular/Temporary: Regular Department: ... Date Posted: Jul 21, 2025 Description Title: Transit Management Analyst Series First Date of Posting:07/16/25 Last...Office 365 environment such as Word, Excel, Share Point, Planner , Power Point, Power BI, Teams and Access. +… more
- Access Dubuque (Dubuque, IA)
- …insurance licensing, Securities Industry Essentials(R), Series 6, Series 7, Series 63, and more + Certified Financial Planner (R) licensing support 2 + ... Financial Planner **Northwestern Mutual** 3 Positions ID: 62067 Posted...Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement*… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …Merchandise Financial Planner is the entry-level class in the professional Planner series . This classification performs a range of routine professional ... Title: Assistant Retail Finance Analyst / Associate Retail Finance Analyst ...Incumbent may progress non-competitively to the Associate Merchandise Financial Planner position, NF-04 (SC 4A) upon the completion of… more
- Truist (Richmond, VA)
- …FINRA licensing ( Series 7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial Advisor. 7. Strong ... proficiency in basic computer applications, such as Microsoft Office software products. 8. Ability to work independently. Strong proficiency in basic computer applications, such as Microsoft Office software products. **General Description of Available Benefits… more
- TIAA (Pasadena, CA)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 ... (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board... Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
- Access Dubuque (Dubuque, IA)
- …Internship Great River Learning Sales Internship Great River Learning Financial Planner Northwestern Mutual Plant Financial Analyst Sedona Staffing Services ... obtain support for registrations and certifications such as the Series 6 & 63 or CFP (R) . Get...licensing (life, health, DI, LTC) + Support for SIE, Series 6, Series 63 registrations (eligibility required)… more
- Access Dubuque (Dubuque, IA)
- …CFP designation preferred and/or equivalent combination of education and experience. + Hold Series 6 & 63 securities licenses, with desire to obtain Series ... 7 license within one year of employment. + Hold Series 66 license, or ability to acquire within 90...- Governmental Advisory Services - Remo Eide Bailly Financial Planner Northwestern Mutual Financial Planning Internship Northwestern Mutual Plant… more
- Truist (Charlottesville, VA)
- …enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management ... and insurance. 5. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 66 or 65/63, and Series 24 registrations and applicable… more
- Truist (Atlanta, GA)
- …, Chartered Alternative Investment Analyst , Certified Investment Management Analyst , Accredited Asset Management Specialist, Certified Financial Planner , ... with disabilities to perform the essential functions. * Bachelor's Degree * FINRA: SIE, Series 7, 63/65 or 66, Life, Health, and Variable insurance licenses. * 7 or… more
- KeyBank (Salt Lake City, UT)
- …Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD… more
- KeyBank (Tarrytown, NY)
- …Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth… more
- Truist (West Palm Beach, FL)
- …professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset ... for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance… more
- Truist (Philadelphia, PA)
- …enrollment in professional level certification programs such as Chartered Financial Analyst , Accredited Asset Management Specialist, Certified Financial Planner , ... essential functions. * Bachelor's Degree required * FINRA: Maintains proper licenses including Series 7, 63, 65 or 66, the Securities Industry Essentials (SIE) Exam… more
