- City National Bank (Tallahassee, FL)
- …in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced...employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… 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
- 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
- Truist (Tampa, FL)
- …products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… 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
- Truist (Bal Harbour, FL)
- …Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered ... financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …The ability to obtain a necessary license if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private ... and wellness planning. + Provide fully engaged support to financial advisors in developing a financial planning...support to financial advisors in developing a financial planning blueprint for their clients to identify planning… more
- Equitable (Tampa, FL)
- …to building your business + Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** ... your team + Coaching from your experience & training to develop new Financial Professionals + Collaborating with local leadership to strengthen values, mission and… more
- Equitable (Orlando, FL)
- …to building your business * Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** ... your team * Coaching from your experience & training to develop new Financial Professionals * Collaborating with local leadership to strengthen values, mission and… more
- Deloitte (Jacksonville, FL)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more