- Kestra Financial Independent Advisor (Baltimore, MD)
- …their needs and inquiries. Qualifications: *3-5 years of experience in financial services. * CFP designation and Series 7 and 66 or 65 licenses required. *Bachelor's ... degree, preferably with a GPA above 3.3. *Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). *Experience with CRM platforms (Redtail or similar), MS365, and Excel. *Strong organizational skills, a team-oriented mindset, and a… more
- USAA (Phoenix, AZ)
- …areas of Property and casualty, life insurance or financial services industry CFP certification The above description reflects the details considered necessary to ... describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation Range: The salary range for this position is: $195,230 - $351,410.… more
- WINCHENDON HOUSING AUTHORITY (Winchendon, MA)
- …in writing grants and completing reports for both EOHLC Formula and HUD CFP grant funding programs is desirable. Applicant must have an active Drivers License ... with no restrictions. Must pass a physical and drug screening before final offer is made. Competitive salary, benefits and retirement package included with position. Resumes must be sent to Attn. Mr. David P. Connor Executive Director Winchendon Housing… more
- Fidelity Investments (Roanoke, TX)
- …registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP , our Tuition ... Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.… more
- SDL Search Partners (Boston, MA)
- …for an individual who either already has obtained, or is in pursuit of their CFP , and is looking for a new opportunity with unlimited growth potential. This position ... and accuracy Complete Contact Manager notes and/or follow-up correspondence Qualifications: CFP designation, or in process Bachelors degree in accounting, finance or… more
- Northwestern Mutual (Jamison, PA)
- …Center for Financial Planning, Inc. owns and licenses the certification marks CFP (R), CERTIFIED FINANCIAL PLANNER(R), and CFP (R) (with plaque design) in ... the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial… more
- Magellan Health, Inc. (Farmingdale, NY)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Equitable Advisors (New York, NY)
- …to pursue professional designations 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… more
- Capital Investment Advisors (Atlanta, GA)
- …field 3+ years of experience in Investment Management Active Series 65 License CFP (R) certified or willing to work toward certification upon joining Client first ... attitude Proven ability to work collaboratively with others Working knowledge of various RIA custodian referral platforms Excellent communication and time management skills Willingness to travel Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS… more
- Wilmington Trust (New York, NY)
- …knowledge and skills with team members Education and Experience Preferred: CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) ... certification Exposure to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private Banking products and services Trust experience Ability to work independently and in a team-based environment M&T Bank is committed to fair,… more
- Oxford Financial Group, Ltd. (Minneapolis, MN)
- …as assigned Qualifications: Bachelor's degree in Business or related field with CFP strongly preferred and additional professional designations such as CPA, JD, LLM, ... PFS, etc. helpful Minimum of ten years' experience in financial services industry leading client engagements Proven track record of consistent business development Strong working knowledge of financial planning techniques, investments, insurance, income/estate… more
- Robert W Baird & Co (Pittsburgh, PA)
- …to individuals as needed. Perform special projects and assignments as required. Complete CFP prerequisites and sit for comprehensive CFP exam. Upon passing the ... computational, mathematical and analytical skills. Ability to complete the CFP prerequisites and sit for comprehensive CFP ...the CFP prerequisites and sit for comprehensive CFP exam within the first two years of hire.… more
- BDO USA (New York, NY)
- …CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required CFP or Masters in Tax, preferred Software: Experience with Microsoft Office Tools ... (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases, preferred Proficient in tax compliance process software, preferred Language: N/A Other Knowledge, Skills, & Abilities: Superior verbal and written… more
- Aprio (Atlanta, GA)
- …in training, development, and process improvement. Bachelor's degree required; CFP (R) designation strongly preferred. Cultural Fit: Passionate about financial ... planning and client service. Thrives in a fast-paced, entrepreneurial environment. Results-driven, detail-oriented, and committed to excellence. Aligned with Aprio's mission to deliver an elite client experience. $200,000 - $260,000 a year The salary range for… more
- Magellan Health, Inc. (Columbus, OH)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Jamie Grayem (Brea, CA)
- …Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register… more
- Fidelity Investments (Plainview, NY)
- …and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The ... Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to"… more
- JPMorgan Chase & Co. (Plano, TX)
- …preferred with focus on financial planning *Bachelor's degree preferred * CFP preferred Responsibilities *Experience and understanding of investments, wealth ... *This role requires you to be licensed in all states *Bachelor's degree preferred * CFP preferred About Us Chase is a leading financial services firm, helping nearly… more
- AssetMark, Inc. (Charlotte, NC)
- …Minimum 10+ years of financial planning experience with HNW individuals Active CFP (R) (Certified Financial Planner) certification preferred JD, CTFA, or AEP required ... Compensation: The Base Salary range for this position is between $135,000-$160,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge,… more
- Equitable Advisors (Atlanta, GA)
- …to pursue professional designations 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,… more
