- Charles Schwab (Orlando, FL)
- …from an accredited college or university + Completed or enrolled in CFP Board-approved coursework + Ability to travel occasionally during the program (less ... than 10% of the year) \#campus **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 development means you'll get the tools you need to make… more
- Bank of America (Tampa, FL)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent ... communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race,… more
- Deloitte (Jacksonville, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors that are considered in making… more
- Regions Bank (Orlando, FL)
- …Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) ... or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret and present complex topics in a concise and effective manner + Ability to manage multiple goals and deadlines + Confidently explain solutions, with a high degree of… more
- USAA (Tampa, FL)
- …a military spouse/domestic partner + Group 1 Life and Health license + CLU or CFP designation + 5 or more years of working experience with Life Insurance products ... **Compensation range:** The salary range for this position is: **$114,080 - $218,030** **USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (ie, H-1B,… more
- Truist (Orlando, FL)
- …business, accounting, or related field. **Preferred Qualifications** **:** + MBA, CFP , CFA, CIMA **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 division of Truist offering the… more