- 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
- Magellan Health Services (Columbus, 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
- Edward Jones (Toledo, 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
- KeyBank (Sandusky, 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
- Huntington National Bank (Columbus, OH)
- …estate administration and fiduciary litigation or other advanced degrees (eg, CPA, CFP ). + Strong fiduciary management skills and current knowledge of applicable ... fiduciary federal, state and local laws. + Excellent communication, influencing, and negotiation skills evidence by experience acting independently with regulators and executive management. + Strong risk and operational experience. + Ability to manage multiple… more
- US Bank (Cincinnati, OH)
- …7 and 66 Preferred Skills/Experience - Applicable state licenses - CRPC, CFP designations - Thorough understanding of residential mortgage banking, credit analysis ... and approval techniques, and consumer lending policies and procedures - Demonstrated sales and marketing abilities - Strong analytical skills to assess client needs - Proficient computer navigation skills using a variety of software packages including… more
- Truist (Cincinnati, OH)
- …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
- Fifth Third Bank, NA (Cincinnati, OH)
- …Prior investment management experience preferred. + Professional designation of CFA or CFP attained or in process to attain preferred. External Manager Research ... Analyst LOCATION -- Cincinnati, Ohio 45202 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national… more
- 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
- 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