• US Experienced Financial Advisor

    Edward Jones (Ontario, CA)
    …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... we offer something the competition simply can't: our unique branch -team business model. One financial advisor and...you can focus on your clients. + A support network that extends from your client support team office… more
    Edward Jones (08/13/25)
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  • Merrill Financial Solutions Advisor…

    Bank of America (El Segundo, CA)
    …to grow your network and business. + Starting at a Merrill branch , you'll interact with Merrill financial advisors, institutional retirement participants and ... client development + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor… more
    Bank of America (09/30/25)
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  • Investment Consultant

    Charles Schwab (Irvine, CA)
    …Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards ... (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of experience in… more
    Charles Schwab (10/03/25)
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