- TIAA (Durham, NC)
- … 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 (Raleigh, NC)
- …$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 (Havelock, NC)
- …$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
- TIAA (Charlotte, NC)
- …TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing ... phone support lines. **Key Responsibilities and Duties** + Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time… more
- Vanguard (Charlotte, NC)
- …Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? ... By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard...rewarding the impact of your contributions. Beyond your competitive salary , we offer a comprehensive benefits package designed to… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors ... strategies, Senior Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested… more
- Guardian Life (Raleigh, NC)
- …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
- Principal Financial Group (Charlotte, NC)
- …You Stand Out** + Chartered Financial Consultant (ChFC) or Certified Financial Planner ( CFP ) supported and encouraged for growth and development + Using data ... in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will… more
- Guardian Life (Raleigh, NC)
- …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
- Equitable (Pinehurst, NC)
- …company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary ** : Annual salary for eligible financial professionals, empowering ... wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The… more