- 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, ... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP, ChFC , or CLU designation after one year of successful employment + Strong ... tools Desired Qualifications + Desired : In pursuit of designations eg, CFP, ChFC , CLU + Desired : Advanced knowledge of Navy Federal's functions, philosophy,… more
- 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
- Athene (Greenwich, CT)
- …currently working towards an advanced industry designation such as CLU, RICP or ChFC preferred. + Willingness to embrace challenging assignments and the ability to ... work well with ambiguity. + Ability to navigate computer systems with minimal experience required (Word, Excel, PowerPoint, etc.). + Bachelor's Degree preferred. $55,200.00 - $82,800.00 USD Annual Annual Salary for this role is market competitive. Actual… more
- Thrivent Financial (Minneapolis, MN)
- …designations CFP & RICP required. + Financial services advanced designations (ie FIC, CLU, ChFC , etc.) preferred. + FINRA Series 7 and Series 66 required + Life ... insurance and Health Insurance licenses + A demonstrated ability and commitment to goals-based planning and advice. + Experience with MoneyGuidePro or similar planning software + Excellent verbal and written communication skills, including presentation,… more
- SMBC (New York, NY)
- …combined, or + Possess one of the following professional designations: CFA, CFP, CIC, ChFC , PFS, to become CCO at a New York State registered investment advisor. ... Managerial skills + Proficiency in Windows and Office software + Knowledge of compliance in the areas of asset management and investment advisory Experience + 15+ years of experience in risk, compliance, audit and/or relevant law with at least: + 10+ years… more
- 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
- Edward Jones (Tempe, AZ)
- …degree or relevant industry designation(s) preferred. eg ASA, FSA, CFA, CFP, CLU, ChFC , CPA, etc. Years of Experience: Generally, 10+ years of relevant financial ... services experience, Insurance experience preferred. Functional Knowledge: * Deep subject matter expertise in product line products * Exceptional technical aptitude and analytical skills * Highly collaborative * Highly effective written, verbal and… more
- AAA Northern California, Nevada & Utah (Vallejo, 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
- 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
- Charles Schwab (Westlake, TX)
- …CFA or CFP highly preferred + Professional designations/certifications (eg, CFP, CFA, MBA, CHFC , CPWA) highly preferred + Active & valid FINRA Series 7 license ... required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years financial services industry experience + 2+ years Ultra- HNW client experience Pursuant to… more
- Truist (Charlotte, NC)
- …QUALIFICATIONS** + At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC , CFP, CPA, CFA or equivalent advanced knowledge course of study + Ability to ... analyze trends and needs of the organization and clients and synthesize that with our strategy. Ability to design and rollout a process that's scalable and interpret learnings to suggest enhancements for the future + 5 or more years of experience in the… more
- Equitable (San Antonio, TX)
- …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 (Oak Brook, IL)
- …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
- Truist (Houston, TX)
- …At least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC , CFP, CPA or comparable advanced knowledge course of study 8. Advanced verbal, problem ... solving, and analytical skills 9. Proven experience with group facilitation, presentations, and public speaking 10. The ability to lead and manage projects relevant to the Advice and Planning Group Preferred Qualifications: 1. Twelve years of experience with… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …with eMoney and Redtail CRM is a plus. + FINRA Series and CFP(R) or ChFC (R) is a plus but not mandatory. + Strong analytical and problem-solving skills. + Ability ... to clearly communicate with clients and handle sensitive information professionally. + A strong drive to grow and succeed professionally. Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit… more
- Guardian Life (Holmdel, NJ)
- …public speaking. + Four-year college degree or equivalent business experience + CLU, ChFC , CFP, RICP, or other professional designations are a plus. + Understanding ... of the general agency distribution system. + Familiarity with Life Insurance & Annuity Illustration software. + Minimum 5 years industry experience preferred. You will: + Provide General Agents, agents, staff members and brokers with individualized case… more
- M&T Bank (Rutland, VT)
- …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. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific… more
- Thrivent Financial (Minneapolis, MN)
- …industry designation (eg, CIA, CPA, CFIRS, CAMS, CISA, CFA, CFSA, JD, CLU, ChFC , or FLMI). + Effective verbal and written communication abilities. Preferred: + Audit ... experience with capital markets, financial services or asset management functions is preferred. + Strong communicator with demonstrated ability to build collaborative relationships and perform effectively as part of a team. + Strong project management skills… more
- Navy Federal Credit Union (Lexington Park, MD)
- …data Desired Qualifications + Desired : In pursuit of designations eg, CFP, ChFC , CLU + Desired : Advanced knowledge of Navy Federal's functions, philosophy, ... operations, and organizational objectives + Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 46241 Corporate Way,… more