- Magellan Health Services (Dayton, OH)
- …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
- Magellan Health Services (Swanton, OH)
- …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
- Equitable (Columbus, OH)
- …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 Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. *… more
- Deloitte (Cincinnati, OH)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax ... (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but… more
- Bank of America (Pepper Pike, OH)
- …+ 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
- Bank of America (Broadview Heights, OH)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management +… more
- Bank of America (Cincinnati, OH)
- …90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus Additional Skills Used in this ... Role: * Business development * Prospecting and Qualification * Oral Communication * Investment Products and Solutions * Client team management * Influencing * Consulting * Problem Solving * Investment Products and Solutions * Advisory Sales * Pipeline… more
- Bank of America (Cincinnati, OH)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation… more
- JPMorgan Chase (Chardon, 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
- US Bank (Cincinnati, OH)
- …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, please… more