- TIAA (Coral Gables, FL)
- … CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical ... to serve. We are proud that we've been recognized for being one of the world's most ethical companies...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Magellan Health Services (Fort Lauderdale, FL)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal… more
- Magellan Health Services (Panama City, FL)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... their families. + Assists service members in establishing a spending plan for extended absences. + Develops and makes available informational financial materials to… more
- Charles Schwab (Orlando, FL)
- …Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified ... services industry working directly with clients **Preferred Qualifications:** + CFP or CFA + Fluency in Portuguese in reading,...presentation skills, attention to detail **In addition to the salary range, this role is also eligible for… more
- Charles Schwab (Tampa, FL)
- …+ Minimum of 2 years supervisory experience strongly preferred **In addition to the salary range, this role is also eligible for bonus or incentive ... integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with...financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The… more
- Guardian Life (Tallahassee, FL)
- …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, ... Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit... for Results + Information Seeking + Respect for Diversity + Self-Assurance ** Salary Range:** $116,350.00… more
- Guardian Life (Tallahassee, FL)
- …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, ... wholesaling + Professional designation such as CLU, ChFC or CFP preferred. ** Salary Range:** $90,000 - $105,000...and abilities of the successful candidate. In addition to salary , this role may also be eligible for… more
- TIAA (Gainesville, FL)
- …strategy or to reach an investment objective. + Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market ... + 7+ years working directly with wealth management clients + CFA, CFP Certification **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is… more
- US Bank (Sarasota, FL)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity… more
- US Bank (Naples, FL)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and… more