• Wealth Management Advisor

    TIAA (Cincinnati, OH)
    …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
    TIAA (08/01/25)
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  • Personal Financial Counselor;

    Magellan Health Services (Canton, OH)
    …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 (07/24/25)
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  • US Experienced Financial Advisor

    Edward Jones (Akron, OH)
    …State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... Retirement Planning Counselor (TM) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have… more
    Edward Jones (08/08/25)
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  • Key Private Bank Relationship Manager - Licensed

    KeyBank (Canton, OH)
    …results (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Chartered Financial Analyst (CFA) (preferred) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) **Tactical Skills** + Ability to build trust by taking a… more
    KeyBank (08/08/25)
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  • Private Client Advisor

    KeyBank (Akron, OH)
    …S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or ... Life & Disability) (required) **Tactical Skills** + Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. + Demonstrated ability to sell products and services to investment clients; evidence of… more
    KeyBank (08/08/25)
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  • Merrill Financial Solutions Advisor - Ohio Valley…

    Bank of America (Cincinnati, OH)
    …field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) is a plus. + ... Obtained insurance licenses is preferred. ​ **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management +… more
    Bank of America (08/08/25)
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  • Wealth Management Advisor II

    Fifth Third Bank, NA (Toledo, OH)
    …work experience required. Business Administration, Finance, or Economics is preferred. + CFP , CFA, or CPWA industry certification is preferred and will be required ... within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry… more
    Fifth Third Bank, NA (08/08/25)
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  • Commercial P&C Insurance Sales Executive Senior…

    Huntington National Bank (Cincinnati, OH)
    …such as CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), or CFP (Certified Financial Planner). Exempt Status: (Yes = not eligible for ... overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and… more
    Huntington National Bank (08/08/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Canal Winchester, OH)
    …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT ... AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, NA OR ANY OF ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF… more
    JPMorgan Chase (08/08/25)
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  • Business Resource Center, Advanced Planning…

    Guardian Life (Columbus, OH)
    …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
    Guardian Life (08/08/25)
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