- Advantex Professional Services (Norwalk, CA)
- …supportive team. Benefits/Perks - Medical, Dental & Vision 100% Paid! xhqgsiq PandoLogic. Keywords: Certified Financial Planner ( CFP ), Location: Norwalk, CA - 90651 ... plus) Location: Near Carson (Southern California) Salary: Up to $68,000 per year Position Type: Full-Time - On-site Position Overview: Our client is seeking a Financial Specialist to join their growing team. This role focuses on financial and profitability… more
- Usaa (Phoenix, AZ)
- …Current / Active FINRA Series 7 Current / Active Life/Health license CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income ... Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and… more
- Charles Schwab (Vienna, VA)
- …Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor's degree highly preferred Required Qualifications Active & ... valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7+ years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in… more
- Larson Financial Group, LLC (St. Louis, MO)
- …in financial planning or a related field Series 7 and 66 licenses required CFP designation is a plus Bachelor's degree or equivalent work experience Familiarity with ... the insurance and financial services industry Experience using Salesforce and financial planning software (eg, eMoney, MoneyGuidePro) Skills & Attributes Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone… more
- Intrua Financial, LLC (Houston, TX)
- …in the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services ... industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis Experience with Salesforce… more
- Charles Schwab (Vienna, VA)
- …* Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred * Bachelor's degree highly preferred Required Qualifications * ... Active & valid FINRA Series 7 license * Active & valid FINRA Series 66 (63/65) license * Active & valid Life & Health insurance * 7+ years financial services industry experience * 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all… more
- Midland States Bank (Joliet, IL)
- …Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, ... advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints… more
- Principal Financial Group (Houston, TX)
- …Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner ( CFP ) or Chartered Leadership Fellow (CLF) designations desired. + ... Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state and Non-Resident state Life/Health and Variable Annuity licensing needed for all non-resident states in which business… more
- Principal Financial Group (Des Moines, IA)
- …That Will Help You Stand Out** + Industry designations (eg CLU, ChFC, CFP , FLMI), or progress towards, preferred **Salary Range Information** Salary ranges below ... reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending… more
- Principal Financial Group (Des Moines, IA)
- …Stand Out** + Chartered Financial Consultant (ChFC) or Certified Financial Planner ( CFP ) supported and encouraged for growth and development + Using data analysis ... to achieve results, financial planning competence, extensive industry knowledge, understanding of competitor's product offering, and business practices **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have… more
- Principal Financial Group (Lincoln, NE)
- …Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner ( CFP ) or Chartered Leadership Fellow (CLF) designations desired. + ... Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all… more
- Bank OZK (Atlanta, GA)
- …other Financial Planning tools, preferred. + Professional designation (ie, CTFA, CFP (R)), preferred. Job Expectations Job Expectations: O perate customary equipment ... and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added.… more
- Principal Financial Group (Washington, DC)
- …days. Strong preference for current licensing. + Advanced designations preferred ( CFP (R), RICP(R), ChFC(R)) + Excellent knowledge of annuity solutions, competitive ... intelligence and financial markets required + Strong interpersonal skills, consultative skills, and advisor expertise are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills are necessary… more
- Bank OZK (Atlanta, GA)
- …or related field, or commensurate work experience, required. Advanced degree or CFP (R), CFA(R), or AIF(R) certification preferred. + 10+ years of experience in ... institutional wealth, retirement plan management, or investment management, required. Experience in a legal environment or a financial institution preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business… more
- Tyto Athene (Warner Robins, GA)
- …**Responsibilities** : + Oversees the productivity of 10 Command Focal Point ( CFP ) personnel + Provides support to end-users for PC, server, mainframe applications, ... and hardware. + Performs configurations, installations, diagnostics, upgrades, repairs and preventive maintenance of personal computer products and peripherals + May interact with network services, software systems engineering, and/or applications development… more
- Principal Financial Group (Baltimore, MD)
- …Series 63 required within 45 days + Advanced designations preferred (eg, CFP (R), CFA(R), CIMA(R), CAIA(R)) + Excellent knowledge of investment products and financial ... markets required + Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills are… more
- Neuberger Berman (New York, NY)
- …and written communication skills + Expert proficiency in eMoney software + CFP (R) designation required \#LI-JG3 \#LI-Hybrid Neuberger Berman is unable to offer visa ... sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $150,000-$250,000. This is the lowest to highest salary we in… more
- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...FDU in Florham, NJ. Required Qualifications: Person should hold CFP with relevant professional experience in the field. Alternatively,… more
- Regions Bank (Atlanta, GA)
- …+ Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) **Skills and ... Competencies** + Excellent interpersonal skills + Excellent oral and written communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales and presentation skills + Skilled in applicable computer software… more
- Kestra Financial (Baltimore, MD)
- …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
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