- Magellan Health Services (Tulsa, OK)
- …Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor , Tulsa, OK Grade 23 Work Experience - ... This position will provide personal financial services at assigned military...investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial … more
- Bank of America (Tulsa, OK)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...help clients pursue the life they envision through a personal relationship with their advisory team committed to their… more