• Business Resource Center, Advanced Planning…

    Guardian Life (Tallahassee, FL)
    …**You 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… more
    Guardian Life (08/08/25)
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  • External Wholesaler, Life Brokerage

    Guardian Life (Tallahassee, FL)
    …multiple projects and 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… more
    Guardian Life (06/27/25)
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  • Investment Advisor

    Navy Federal Credit Union (Pensacola, FL)
    …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… more
    Navy Federal Credit Union (07/29/25)
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  • Premier Banker

    Truist (Fort Myers, FL)
    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 as Truist Leadership Development Program or Banking School. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20… more
    Truist (08/08/25)
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