- 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
- JPMorgan Chase (Portland, OR)
- …a private bank, affluent/high-net-worth solutions, and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth ... pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an… more
- First National Bank of Omaha (Omaha, NE)
- …Qualifications:** + Bachelor's degree in Business Administration or related field. . + Certified Financial Planner (" CFP ") designation, or planned ... well-being, and delivers a superior planning experience. A Financial Planner will exhibit the ability to...CFP designation + 5+ years of experience in financial planning + Experienced user of eMoney financial… more
- Magellan Health Services (Columbus, OH)
- …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
- TIAA (Denver, CO)
- …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
- TIAA (Waltham, MA)
- …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 (Columbus, OH)
- …degree, preferably in business-related field. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Financial Solutions Advisor - Buckeye & Associates Market...we're guided by a common purpose to help make financial lives better by connecting clients and communities to… more
- Bank of America (Murfreesboro, TN)
- …degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Financial Solutions Advisor - Nashville Market Nashville, Tennessee;Brentwood,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (St. Paul, MN)
- …degree, preferably in business-related field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Financial Solutions Advisor - Minnesota Market Minneapolis, Minnesota;Saint...we're guided by a common purpose to help make financial lives better by connecting clients and communities to… more
- Bank of America (Boise, ID)
- …Series 66 and Insurance). + Education Requirement: A TFA is required to complete the Certified Financial Planner ( CFP ) Investment Planning Course and the ... Merrill Team Financial Advisor Gilbert, Arizona;Boise, Idaho **Job Description:** Merrill...culture driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management… more
- Bank of America (Roanoke, VA)
- …degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Financial Solutions Advisor - Carolina Commonwealth Market Hendersonville,...profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business,… more
- Bank of America (Napa, 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 (Dayton, TX)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Rave Financial in the Dayton, TX area. Rave … more
- Atria Wealth Solutions (Fort Worth, 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...partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services… 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 (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