- Robert Half Finance & Accounting (Los Gatos, CA)
- …client relationships. Specific experience with tax and/or insurance planning is a plus. * Certified Financial Planner ( CFP ) designation, working towards ... Half is excited to partner with an exceptional company in the search for a Financial Planner to join their esteemed team. The Financial Planner position… more
- TIAA (Charlotte, NC)
- …+ SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Certified Financial Planner ( CFP ) - Certified ... ** Financial Planner ** The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth… more
- Magellan Health Services (Frederick, MD)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Atria Wealth Solutions (Traverse City, MI)
- … services industry, preferably in a bank or credit union + Certified Financial Planner designation preferred ( CFP ) CUSO Financial Services, LP ... FINRA/SIPC). EOE Relevant Word Search: Sales Assistant, Registered Representative, Advisor, Adviser, Certified Financial Planner , CFP , Financial… more
- Magellan Health Services (Savannah, GA)
- …and 5 years of financial experience OR have one of the following certifications: Certified Financial Planner ( CFP ) or Chartered Financial ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …to have an a ctive Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) to be eligible and considered for this role. What ... will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant(R) (ChFC(R)) designation,… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) + Project Management Professional ... + Chartered Financial Advisor (CFA) + Technology Certifications: + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + … more
- TIAA (Fairfax, VA)
- …Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified ... Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial...Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost… more
- Bank of America (Leesburg, VA)
- …degree, preferably in business-related field. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Financial Solutions Advisor - North Virginia Market Vienna,...we're guided by a common purpose to help make financial lives better by connecting clients and communities to… more
- Atria Wealth Solutions (Marion, IN)
- …in long term care and P & C preferred + Clean U-4 and Background + Certified Financial Planner ( CFP ) designation preferred + Valid driver's license, ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are… more
- Atria Wealth Solutions (Seattle, WA)
- …(65 or 66 preferred) and Life, Accident, Health & Insurance licenses + Clean U-4 + Certified Financial Planner ( CFP ) designation preferred + Two+ years ... Join a winning team at Salal Credit Union CUSO Financial Services, LP (CFS) in its relationship with Salal...with Salal Credit Union, is looking to add a Financial Advisor to work remotely in their Washington market,… more
- Atria Wealth Solutions (Philadelphia, PA)
- …culture. Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + ... future? + Do you possess a broad knowledge of financial products and services? + Would you like to...on teamwork and collaboration? Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is… more
- Atria Wealth Solutions (Plano, TX)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... Join a Winning Team! CUSO Financial Services, LP (CFS) , in its partnership...its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services… more
- Bank of America (Santa Rosa, CA)
- …where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor- Consumer Investments- Greater Bay Region...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Atria Wealth Solutions (Chesapeake, VA)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + ... future? + Do you possess a broad knowledge of financial products and services? + Would you like to...on teamwork and collaboration? Through its relationship with CUSO Financial Services, L. P. (CFS) ABNB Federal Credit Union… more
- Atria Wealth Solutions (Battle Creek, MI)
- …Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in… more
- Atria Wealth Solutions (Dedham, MA)
- … services industry, preferably in a bank or credit union + Certified Financial Planner ( CFP (R) ) designation preferred EOE **Representatives are ... of our relationship with Dedham Savings Bank, Sorrento Pacific Financial , LLC (SPF) is seeking a Financial ...Pacific Financial , LLC (SPF) is seeking a Financial Advisor to grow the investment program and provide… more
- Atria Wealth Solutions (Shelton, WA)
- …Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in… more
- Atria Wealth Solutions (Cambridge, MA)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... Join a Winning Team and Impact People's Lives! CUSO Financial Services, LP (CFS) is seeking a Financial... Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of… more
- Atria Wealth Solutions (Pasadena, CA)
- …Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in… more