- Truist (Jupiter, FL)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Aegon Asset Management (FL)
- …America to serve everyday people from all walks of life . Today, we're part of an international holding company, with millions of customers and thousands of ... and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving… more
- Truist (Fort Lauderdale, FL)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... platforms and software. Preferred Qualifications: 1. JD, MBA, CPA, CFP 2. 10+ years of fiduciary experience with a...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Truist (Melbourne, FL)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... specific benefits available for any non-temporary position for which you apply, based on full- time or part - time status, position, and division of work.… more
- Truist (Tampa, FL)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... specific benefits available for any non-temporary position for which you apply, based on full- time or part - time status, position, and division of work.… more
- Truist (Orlando, FL)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... possess an advanced degree or certification (eg JD, MBA, CFP , CPA, or CTFA). 3. Experience working with Trust...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Principal Financial Group (Miami, FL)
- …to multi-task and work under pressure. + Travel required 50-75%. As a required part of the role, candidate must be able to provide personal transportation to ... or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary Range Information** This position offers a...Exempt expressed as yearly)** $115000 - $115000 / year ** Time Off Program** Flexible Time Off (FTO)… more
- Equitable (Tampa, FL)
- …: UNITED STATES-FL-Tampa **Organization** : Equitable Advisors **Schedule** : Full- time **Description** ** **Join Equitable Advisors: A Pathway to Possibilities ... services + **Work-Life Balance** : Flexible schedule to maximize productivity and personal time + **Location** : Working outside the office in local schools and… more
- USAA (Tampa, FL)
- …loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** USAA is seeking two ... Series 7 + Current / Active Life/Health license + CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or...do not apply for this role if at any time (now or in the future) you will need… more
- USAA (Tampa, FL)
- …loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** USAA is seeking a ... financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) designation + 10 or more years of Retirement...do not apply for this role if at any time (now or in the future) you will need… more