- Magellan Health Services (Port Hueneme, CA)
- …Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, PFC - ... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid… more
- Magellan Health Services (Bakersfield, CA)
- …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, PFC, Bakersfield, ... Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver… more
- Guardian Life (Sacramento, CA)
- …required + Minimum of 5+ years wholesaling + Professional designation such as CLU, ChFC or CFP preferred. **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 candidate. In addition to… more
- Atria Wealth Solutions (Dublin, CA)
- …experience preferred + Advanced Industry Designations preferred - such as CFP, ChFC , CRPC, RICP, CFF + Excellent working knowledge of financial institution products ... and services, as well as, life insurance, annuity and securities products. + Strong practical understanding of general economic principles relating to all aspects of personal finance. + Proficient in MS Office applications such as Outlook, Word, PowerPoint,… more
- AAA Northern California, Nevada & Utah (Woodland, CA)
- …experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements Works in an ... office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job… more
- Equitable (San Francisco, CA)
- …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. + **Stable Pay** : After… more
- Guardian Life (Sacramento, CA)
- …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
- Equitable (Los Angeles, CA)
- …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. + **Base Salary** : After… more
- Navy Federal Credit Union (San Diego, CA)
- …organization, programs, policies and, procedures + Desire to pursue designations eg CFP, ChFC , CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM - 6:00PM ... CST; 8:30AM - 5:00PM PST Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 9001 Airport Freeway, Suite 925, North Richland Hills,… more
- Umpqua Bank (Irvine, CA)
- …Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC , CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred. + ... (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. **Job Location(s):** This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this… more