- 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 ... 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 (Lompoc, CA)
- …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
- Magellan Health Services (Seaside, CA)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- TIAA (Sherman Oaks, CA)
- …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 (Santa Clarita, CA)
- …plus, preferably in business-related field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Financial Solutions Advisor - Pasadena Central Valley Market Pasadena, California;Fresno, California; Santa Clarita, California; Visalia, California;… more
- Bank of America (San Diego County, CA)
- …where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... 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
- Bank of America (Oxnard, CA)
- …where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor- CA Coastal Market Camarillo, California;San Luis Obispo, California; Ojai, California; Santa Paula, California; Moorpark, California;… more
- Bank of America (San Francisco, CA)
- …where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor- San Francisco Area San Francisco, California;San Francisco, California; San Francisco, California; San Francisco, California; San… more
- Bank of America (Bakersfield, CA)
- …activities and new client development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …organization, with a proven track record of engaging directly with high-net-worth clients. + Certified Financial Planner ( CFP ) designation is a must. ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Financial Advisor at a thriving RIA. This is a full-time permanent role based… more