- Magellan Health Services (Harrison Township, MI)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- Atria Wealth Solutions (Traverse City, MI)
- …financial services industry, preferably in a bank or credit union + Certified Financial Planner designation preferred (CFP) CUSO Financial Services, LP ... Relevant Word Search: Sales Assistant, Registered Representative, Advisor, Adviser, Certified Financial Planner , CFP, Financial Consultant, Investment… more
- Edward Jones (Flint, MI)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Bank of America (Royal Oak, MI)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor -Consumer Investments - North Woodward,...customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Equitable (Kalamazoo, MI)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial ... Entry Level - Financial Advisor - MI, Kalamazoo & Grand Rapids...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Bank of America (Portage, MI)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - West Central Michigan Market...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Wyandotte, MI)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Bloomfield Hills Greater Detroit...we're guided by a common purpose to help make financial lives better by connecting clients and communities to… more
- Deloitte (Detroit, MI)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor or coursework in management information systems ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing… more
- Bank of America (Farmington Hills, MI)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Deloitte (Grand Rapids, MI)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more