- Magellan Health, Inc. (Frisco, TX)
- …have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… 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 ... financial planning, or finance is preferred. Coursework on financial planning through a CFP Board Registered Program is preferred *has completed the SIE at… more
- Jamie Grayem (Santa Monica, CA)
- …degree, preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... 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
- Magellan Health, Inc. (Austin, TX)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Atria Wealth Solutions (Allentown, PA)
- …team-oriented culture Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner ( CFP ) designation a ... 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
- Northwestern Mutual (Atlanta, GA)
- …Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP (R), CERTIFIED FINANCIAL PLANNER (R), and CFP (R) (with ... Industry Essentials(R), Series 6, Series 7, Series 63, and more Certified Financial Planner (R) licensing support2 Fully company-funded retirement package and… 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 ... teams to identify new business opportunities and enhance client relationships. Qualifications: Certified Financial Planner ( CFP ) designation required.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …grandfathering cannot be applied. Series 7 or ability to obtain within two (2) years. Certified Financial Planner ( CFP ) designation or ability to obtain ... skills obtained through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall financial … more
- Equitable Advisors (New York, NY)
- …Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... 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
- Deloitte (Boston, MA)
- …CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) 5+ years total ... 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
- Equitable Advisors (Wellesley, MA)
- …Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... 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
- Magellan Health, Inc. (Macon, GA)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Fidelity Investments (Redmond, WA)
- …and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner (R) / CFP -(R) - Issuing Authority, ... Job Description: Investment Consultant You joined the financial services industry to make a difference in...hire Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a… more
- KeyBank (Columbus, OH)
- …(required) Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner ( CFP ) (preferred) Certified ... (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred)… more
- Fidelity Investments (Winter Park, FL)
- …your clients while making a positive impact in the community Certifications: Certified Financial Planner (R) / CFP -(R) - Issuing Authority, Series 07 - ... Job Description: Financial Consultant If you no longer want to...are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help… more
- Fidelity Investments (Middleton, WI)
- …note this role requires in-person attendance in the assigned Branch location. Certifications: Certified Financial Planner ( CFP ) - Issuing Authority, ... Job Description: Investment Consultant You joined the financial services industry to make a difference in...hire Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a… more
- Charles Schwab Inc. (Atlanta, GA)
- …license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner ( CFP ) certification is preferred Minimum ... The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides...first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant… more
- Deloitte (Costa Mesa, CA)
- …CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Ability to travel ... up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred Advanced degree such as Masters of Tax, JD, and/or LLM Previous Big 4 or large CPA firm experience Solid understanding and experience with federal tax… more
- Truist (Germantown, TN)
- …1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. General Description of ... 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
