- Equitable (Cincinnati, 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** : 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
- Equitable (Columbus, OH)
- …Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** * Unlimited earning potential and comprehensive ... benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group… more
- US Bank (Cincinnati, OH)
- …Designation is required and may include, but is not limited to: CTFA, CFP , JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - ... Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance… more
- Bank of America (Cincinnati, 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
- Truist (Cleveland, OH)
- …Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc 2. Completion of an established management or career ... development program such as the bank's Leadership Development Program or similar program 3. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems **General Description of Available Benefits for… more
- Huntington National Bank (Columbus, OH)
- …7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At least 2-3 years of experience in an investments area + Experience ... coaching, influencing and developing individuals in a team environment + Track record of exceeding expectations as well as assigned goals and targets + Ability to effectively communicate with a wide range of prospects and clients, attention to detail in… more
- Guardian Life (Columbus, OH)
- …meeting strict deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary Range** $90,000 - ... $105,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful… more
- US Bank (Cincinnati, OH)
- …equivalent experience + Advanced degree or applicable professional designation such as CTFA or CFP + Eight or more years of experience in financial services, with an ... emphasis on trust servicing and/or administration + Two or more years in a leadership or management role **Preferred Skills/Experience:** + Thorough knowledge of the Trust services unit and division, its products, processes, and related bank and regulatory… more
- Atria Wealth Solutions (Cincinnati, OH)
- …Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + Experience delivering high quality service in all ... interactions with clients, prospective clients, and staff within a financial institution environment + An advanced level of performance and work ethic requiring minimum supervision EOE **Representatives are employed by and registered through CFS (Member FINRA… more
- Deloitte (Cincinnati, OH)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience +… more