- Northwestern Mutual (Atlanta, GA)
- …Securities Industry Essentials(R), Series 6, Series 7, Series 63, and more Certified Financial Planner (R) licensing support2 Fully company-funded retirement ... Financial Planning, Inc. owns and licenses the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (R), and CFP(R) (with plaque design) in the United… more
- New York Life - Dallas (Dallas, TX)
- …best practices, and tax regulations is vital *Current professional license CPA, or CFP ( Certified Financial Planner license from Certified Financial ... and FINRA Series 7 and 66, is required *Previous success in financial services as a financial planner , personal financial advisor, financial … more
- Magellan Health, Inc. (Frisco, TX)
- …have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Equitable Advisors (New York, NY)
- …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
- Jamie Grayem (Santa Monica, CA)
- …preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production...66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals… more
- Atria Wealth Solutions (Allentown, PA)
- …culture Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designation a plus Experience ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal...(CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
- Morgan Stanley (Chicago, IL)
- …maintain internal Financial Planning Specialist designation requirements *Willingness to obtain Certified Financial Planner (CFP) and/or Certified ... Morgan Stanley Financial Planning Analyst Job Description POSITION SUMMARY Financial Planning Analysts provide exceptional service to our clients and support … more
- UBS (Dallas, TX)
- …leaders, and client interactions *obtain Series 7 and Series 66 FINRA licenses and Certified Financial Planner (CFP) designation, the standard of excellence ... Your role Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for… more
- Magellan Health, Inc. (Austin, TX)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …cannot be applied. Series 7 or ability to obtain within two (2) years. Certified Financial Planner (CFP) designation or ability to obtain within ... skills obtained through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall financial … more
- Equitable Advisors (Wellesley, MA)
- …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
- Ultimate (Pasadena, CA)
- Job Description We are seeking an experienced Certified Financial Planner (CFP) with a minimum of 7+ years of investment management and portfolio management ... to identify new business opportunities and enhance client relationships. Qualifications: Certified Financial Planner (CFP) designation required. Minimum… more
- Robert W Baird & Co (Milwaukee, WI)
- …Study for your Series 7 and Series 66 exams and begin studying for the CERTIFIED FINANCIAL PLANNER (TM) exam Team with relevant departments, including ... Baird's Financial Advisor Foundations Program is a rotational program...rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development… more
- Magellan Health, Inc. (Macon, GA)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Truist (Germantown, TN)
- …Preferred Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. General ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Fidelity Investments (Winter Park, FL)
- …commitment to your clients while making a positive impact in the community Certifications: Certified Financial Planner (R) / CFP-(R) - Issuing Authority, ... Job Description: Financial Consultant If you no longer want to...have the time to deepen relationships and create complex financial plans, then join a team that is a… more
- Deloitte (Boston, MA)
- …eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) 5+ years total corporate ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
- KeyBank (Columbus, OH)
- …Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management ... (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred)… more
- Frost Bank (Southlake, TX)
- …Insurance license (or attainment within 6 months). Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth ... long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial … more
- Fidelity Investments (Redmond, WA)
- …Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner (R) / CFP-(R) - Issuing ... Job Description: Investment Consultant You joined the financial services industry to make a difference in...Working in our Investor Center, you will develop customized financial plans through a wide range of products and… more
