- Truist (Jupiter, FL)
- …transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or ... enrollment in certification programs such as CFA, CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and… more
- Magellan Health Services (Orlando, FL)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Magellan Health Services (Hurlburt Field, FL)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Charles Schwab (Orlando, FL)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire + Active FINRA ... in the financial services industry working directly with clients **Preferred Qualifications:** + CFP or CFA + Fluency in Portuguese in reading, writing and speaking… more
- Aegon Asset Management (FL)
- …Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP , CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. + ... learn new systems/technology. Preferred Qualifications + Certified Financial Planner ( CFP ) Working Conditions + Office environment. + Occasional local travel.… more
- JPMorgan Chase (Palm Beach, FL)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and… more
- Bank of America (Palmetto, FL)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk… more
- Truist (Jupiter, FL)
- …certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist ... AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R) 4. Completion of Leadership Development Program or Banking School such… more
- Charles Schwab (Sarasota, FL)
- …license (may be obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry knowledge **In addition to ... the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your… more
- Healthcare Services Group, Inc. (Jacksonville, FL)
- …show proof of or successfully complete an approved Conference of Food Protection ( CFP ) Food Protection Manager (FPM) course within the first 14 days of employment. ... + Certified Dietary Manager (CDM) course participant, or certification as required by State & County law. + Must successfully achieve the eLuminate Food Service Manager (FSM) and Long-Term Care Food Service (LTC-FSM) certifications within the first 60 days of… more