- Magellan Health Services (Panama City, FL)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner … more
- Magellan Health Services (Patrick AFB, FL)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner … more
- Equitable (Tampa, FL)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - FL Tampa, St. Petersburg, Sarasota (3981)...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Tampa, FL)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - Retirement Benefits Group - FL Tampa,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Equitable (Tampa, FL)
- …building your business + Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** + Unlimited ... Wealth Management Associate with Future Leadership Opportunity - FL Tampa,...Coaching from your experience & training to develop new Financial Professionals + Collaborating with local leadership to strengthen… more
- M&T Bank (Naples, FL)
- …sharing knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner ) and/or CTFA (Certified Trust ... Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of...and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills… more
- Edward Jones (Tallahassee, FL)
- …+ State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Regions Bank (Orlando, FL)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), ... relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship +… more
- Regions Bank (Orlando, FL)
- … Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner ( CFP (R)) + Master's of Law (LL.M.) **Skills ... to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the… more