• Principal Financial Group (Houston, TX)
    …community relations. + 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… more
    DirectEmployers Association (12/13/25)
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  • Principal Financial Group (Des Moines, IA)
    …**Skills 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… more
    DirectEmployers Association (12/06/25)
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  • Principal Financial Group (Des Moines, IA)
    …PSI **Skills That Will Help You 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… more
    DirectEmployers Association (12/04/25)
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  • Principal Financial Group (Lincoln, NE)
    …community relations. + 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… more
    DirectEmployers Association (11/22/25)
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  • Principal Financial Group (Washington, DC)
    …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 + Must be able to… more
    DirectEmployers Association (11/14/25)
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  • Personal Financial Counselor; McConnell AFB

    Magellan Health Services (Mcconnell AFB, KS)
    …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor; McConnell AFB, ... Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver… more
    Magellan Health Services (12/09/25)
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  • Personal Financial Counselor, Assignment Ready…

    Magellan Health Services (Thomasville, GA)
    …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, Assignment Ready ... Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver… more
    Magellan Health Services (12/19/25)
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  • Virtual Premier Advisor or Banker - Ormond Beach,…

    Truist (Ormond Beach, FL)
    …Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R) 4. Completion of Leadership Development ... Program or Banking School such as Truist Leadership Development Program or Banking School **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working… more
    Truist (12/18/25)
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  • Financial Professional - Retirement Benefits Group

    Equitable (Greenville, SC)
    …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 + **Base Salary** : Annual salary for eligible financial professionals, empowering you… more
    Equitable (12/18/25)
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  • Financial Professional - Retirement Benefits Group

    Equitable (Boston, MA)
    …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. * Base Salary: After successfully… more
    Equitable (12/18/25)
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  • Senior Product Manager - High Net Worth Solutions…

    Edward Jones (St. Louis, MO)
    …degree or relevant industry designation(s) preferred (eg, MBA, CFP, CFA, ChFC ,) + Strong technical aptitude and analytical skills **INTERNAL APPLICANTS ONLY:** ... Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may… more
    Edward Jones (12/17/25)
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  • Wealth Management Associate - MA, Greater Boston

    Equitable (Wellesley, MA)
    …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: After successfully… more
    Equitable (12/17/25)
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  • Wealth Management Associate

    Equitable (Woodbridge, NJ)
    …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** : After… more
    Equitable (12/17/25)
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  • Wealth Management Associate - ME

    Equitable (Portsmouth, NH)
    …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, empowering you to establish… more
    Equitable (12/17/25)
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  • Life Insurance Agent

    AAA Northern California, Nevada & Utah (Roseville, CA)
    …experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements Works in an ... office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job… more
    AAA Northern California, Nevada & Utah (12/17/25)
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  • Regional Vice President (External Wholesaler)…

    Equitable (Lexington, KY)
    …are required **Preferred Qualifications** + Bachelor's Degree Preferred + CLU, ChFC and/or CFP a big plus + Exceptional communication/interpersonal skills, with ... good computer and organizational skills. + Sales experience in Virginia territory **Skills** **Effective Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of… more
    Equitable (12/17/25)
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  • Internal Wholesaler IBD, FI, IMO

    Athene (West Des Moines, IA)
    …currently working towards an advanced industry designation such as CLU or ChFC . + Effective verbal and written communications required to explain products, tools, ... concepts and processes to a diverse customer base. + Shown success building and fostering relationships to execute and deliver against territory/account growth. + Proven track record of implementing and advancing Advisor segmentation growth. + Proficient in… more
    Athene (12/16/25)
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  • Regional Vice President, Group Retirement…

    Equitable (OR)
    …**Preferred Qualifications** * Bachelor's degree * Professional Designations CLU, ChFC or CFP are viewed favorably * Exceptional communication/interpersonal skills ... with excellent computer and organizational skills **Skills** **Effective** **Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. **Influencing:**… more
    Equitable (12/16/25)
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  • Wealth Management Associate

    Equitable (Fort Lauderdale, FL)
    …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, empowering you to… more
    Equitable (12/14/25)
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  • Affluent Market Financial Advisor

    M&T Bank (Buffalo, NY)
    …experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to ... fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.… more
    M&T Bank (12/13/25)
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