- Charles Schwab (Westlake, TX)
- …Strategist (CWS), 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… more
- The American College of Financial Services (PA)
- …or subject matter. Overall, the position may need to align with the CFP (R) Board curriculum and specific programs' curriculum at The College where needed. This ... or related disciplines. + To teach in undergraduate programs: MS or MBA in Financial Planning or related disciplines. . Required Financial Planning practitioner… more
- SMBC (New York, NY)
- …66 and Series 7 combined, or + Possess one of the following professional designations: CFA, CFP , CIC, ChFC , PFS, to become CCO at a New York State registered ... Skills** Education + BA/BS degree (econ, CS, finance, or similar discipline preferred); MBA or JD preferred but not required. Required Job Skills + Candidates must… more