- Charles Schwab (Millburn, NJ)
- …Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... day condition of employment) + A valid and active Series 9/10 (8) license required (may be obtained within...obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 . * Series 63, 65 and/or 66 as required ... by state. * Certified Financial Planner ( CFP ) designation preferred. more
- Bank of America (Warren, NJ)
- …of client needs and potential product services recommended **Required Qualifications** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... that a passing score is received for the missing series within 60 days. * Has at least one...Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained… more
- Bank of America (Englewood, NJ)
- …of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... that a passing score is received for the missing series within 60 days. + Has at least one...Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained… more
- Edward Jones (Camden, NJ)
- …in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial ... State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered… more
- Equitable (Woodbridge, NJ)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Equitable (Woodbridge, NJ)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …and/or internal audits. + Perform other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... Federal/NFFG organization, programs, policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM -… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …to generate GDC based on defined thresholds within a specified period of time + FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration ... of financial data Desired Qualifications + In pursuit of designations eg, CFP , ChFC, CLU + Advanced knowledge of Navy Federal's functions, philosophy, operations,… more
- JPMorgan Chase (Paramus, NJ)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT… more