- City National Bank (Beverly Hills, CA)
- …Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within ... Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues...24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
- JPMorgan Chase (Los Angeles, CA)
- …a private bank, affluent/high-net-worth solutions, and retirement strategies + Bachelor's degree and Certified Financial Planner (CFP) or Wealth Management ... pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an… more
- Magellan Health Services (Port Hueneme, CA)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Magellan Health Services (Camp Pendleton, CA)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Bank of America (San Diego County, CA)
- …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor-Central San Diego La Jolla, California;San Diego, California; San Diego, California **To proceed with your application, you must be at… more
- Equitable (Irvine, CA)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Financial Professional - CA, Irvine (5113) ( 240000BO...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Edward Jones (Ontario, CA)
- …insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or ... 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
- Bank of America (Pleasant Hill, CA)
- …goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor - Consumer Investments- Tri-Valley Area Dublin, California;Pleasant Hill, California; Danville, California; Livermore, California **To… more
- Bank of America (Oxnard, CA)
- …goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor- CA Coastal Market Camarillo, California;San Luis Obispo, California; Ojai, California; Santa Paula, California; Moorpark, California;… more
- Bank of America (Monterey, CA)
- …preferably in business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - Silicon Valley Market San Jose, California;San Jose, California; Monterey, California **To proceed with your application, you… more
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