- 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 (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
- 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
- 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