- Thrivent Financial (Minneapolis, MN)
- …advanced 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… more
- Edward Jones (Tempe, AZ)
- …hire. Advanced 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,… more
- AAA Northern California, Nevada & Utah (Vallejo, CA)
- …1+ years 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… more
- Guardian Life (Holmdel, NJ)
- …effective 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… more
- Thrivent Financial (Minneapolis, MN)
- …or relevant 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… more
- Manulife (Washington, DC)
- …- within 180 days from your start date. + Professional designations such as CLU , ChFC , CFP, CLTC, LUTCF are a plus. **Preferred Qualifications:** + Strong ... understanding of market dynamics and customer needs. + Excellent communication and interpersonal skills. + Ability to work collaboratively with cross-functional teams. + Demonstrated ability to develop and implement effective sales strategies. + Strong… more
- Manulife (FL)
- …- within 180 days from the start date. + Professional designations such as CLU , ChFC , CFP, CLTC, LUTCF are a plus. **Preferred Qualifications:** + Strong ... understanding of market dynamics and customer needs. + Excellent communication and interpersonal skills. + Ability to work collaboratively with cross-functional teams. + Demonstrated ability to develop and implement effective sales strategies. + Strong… more
- Principal Financial Group (Hiawatha, IA)
- …maintain 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… more
- Athene (West Des Moines, IA)
- …Experience: + Bachelor's degree or equivalent experience required. + Industry designations (FINRA licenses, CLU . ChFC , etc) preferred. + 5 + years of ... progressive professional relationship management experience in the insurance/financial industries. + 3 + years of customer service / operationa lor sale s experienc ein th e insurance/financial services. + Strong relationship-building and communication skills.… more
- Aegon Asset Management (Denver, CO)
- …+ FINRA Series 6 and 63 licenses + One or more of the following: JD, CFP, CLU , ChFC , CPA + Seven years of experience in retirement, estate, and wealth transfer ... planning. + In-depth knowledge in the use and taxation of variable annuities, mutual funds, life insurance and retirement plans. + Written and verbal communication skills. + Presentation skills with demonstrated experience in public speaking. + Relationship… more
- Guardian Life (Jackson, MS)
- …**You Have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/ CLU / ChFC preferred + Possess expert knowledge of tax planning, exit planning, business ... succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts… more
- Huntington National Bank (Columbus, OH)
- …insurance, executive benefits and qualified retirement plans. + May have attained CLU , ChFC , and CFP professional designations. About Huntington: Huntington ... Insurance, Inc. is a $70 million revenue full service Independent Agency wholly owned by Huntington Bancshares. The organization's 375 agents and staff partner with bank colleagues across Huntington to deliver Risk Management solutions to businesses, business… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP, ChFC , or CLU designation after one year of successful employment + ... Desired Qualifications + Desired : In pursuit of designations eg, CFP, ChFC , CLU + Desired : Advanced knowledge of Navy Federal's functions, philosophy,… more
- Athene (Greenwich, CT)
- …LOMA) courses or 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… more
- Navy Federal Credit Union (Lexington Park, MD)
- …financial 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… more
- Thrivent Financial (Milwaukee, WI)
- …in a virtual or hybrid working environment. Preferred: + Advanced Designation (CFP(R), ChFC , or CLU ), Salesforce experience, and familiarity with Money Guide ... Pro or similar planning tools. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive… more
- M&T Bank (Rutland, VT)
- …Planning, Managed Accounts, or insurance 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,… more
- M&T Bank (Bear, DE)
- …Planning, Managed Accounts or insurance 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,… more
- The American College of Financial Services (PA)
- …AFC(R), CFA(R), CPA(R), EA(R). + Preferred The American College Designations: ChFC (R), CAP(R), CLU (R), RICP(R), WMCP(R), CLF(R). + Significant levels ... of practitioner experience and expertise may be permitted as alternatives to some designations. . Effective communication and interpersonal skills to work with peers, students, and prospective students. . Must be able to work effectively as a member of The… more
- Truist (Jacksonville, FL)
- … 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 20 hours… more