- US Bank (Naples, FL)
- …make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location:** The role offers a hybrid/flexible schedule, which ... means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process,… more
- Guardian Life (Tallahassee, FL)
- …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of… more
- KeyBank (Naples, FL)
- …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric… more
- Equitable (Miami, FL)
- …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Stable Pay** : Biweekly pay for eligible financial… more
- Truist (Ocala, FL)
- …1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful **General Description of Available ... Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the… more
- EPS Corporation (Panama City, FL)
- …to monitor, review, and generate applicable TCNO status listing and report to CFP weekly. . Vulnerability Scanning: o Must identify and implement required software ... patches to network OS in standard desktop and standard server configurations. o Must monitor vulnerabilities on NIPRNet/SIPRNet network systems using the scanning methods IAW local operating procedures. o Must maintain information servers and software systems… more
- Truist (Miami, FL)
- …13. Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP , CTFA, CDFA or similar designation. MBA or other advanced post-graduate ... degree. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for… more
- Navy Federal Credit Union (Pensacola, FL)
- …Federal/NFFG organization, programs, policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM - ... 6:00PM CST; 8:30AM - 5:00PM PST Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 9001 Airport Freeway, Suite 925, North Richland… more
- JPMorgan Chase (Miami, FL)
- …and Spanish 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
- M&T Bank (Naples, FL)
- …knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) ... certification Exposure to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private Banking products and services Trust experience Ability to work independently and in a team-based environment \#LI-LA1 \#WilmingtonTrust… more