- Regions Bank (Tampa, FL)
- …pay. This position is incentive eligible. **Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of ... of the system. **Job Description:** At Regions, the Wealth Planner is responsible for creating comprehensive financial ...of Regions Bank + Master of Laws (LLM) + Certified Public Accountant (CPA) **Skills and Competencies** + Excellent… more
- Equitable (Jacksonville, FL)
- …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... Retirement Planner - Retirement Benefits Group - FL, Jacksonville...and **Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Magellan Health Services (Fort Lauderdale, FL)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered… more
- Magellan Health Services (Venice, FL)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered… more
- Bank of America (Ocala, FL)
- …where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor - Ocala/Orlando The Villages, Florida;Ocoee, Florida; Ocala, Florida; Clermont, Florida; Clermont, Florida; Crystal River, Florida **To… more
- Bank of America (Coral Springs, FL)
- …where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor - North Ft Lauderdale Coral Springs, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge… more
- Bank of America (Sarasota, FL)
- …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
- Equitable (Boca Raton, FL)
- …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... Entry Level - Financial Advisor - FL, Boca Raton (2311) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Aegon Asset Management (FL)
- …skills. + Ability to quickly learn new systems/technology. Preferred Qualifications + Certified Financial Planner ( CFP ) Working Conditions ... than a century ago, we were among the first financial services companies in America to serve everyday people...(CRPC), or obtain within 12 months. Higher certification (eg CFP , CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu… more
- KeyBank (Naples, FL)
- …**Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified ... (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred)… more