- Equitable (Charlotte, NC)
- …advisory services, Financial Professionals, or end-clients + Industry designations (including CFP (R) and ChFC(R)) or progress toward completion + Experience with ... investment research/proposal tools and financial planning software (including Morningstar Advisor Workstation, eMoney, AdvicePay, Asset-Map, etc.) experience strongly preferred… more
- Truist (Laurel, MD)
- …programs such as Chartered Financial Analyst (CFA), Certified Financial Planner ( CFP ), Accredited Asset Management Specialist, Certified Trust and Financial ... Advisor , Chartered Life Underwriter or Certified Public Accountant (CPA) 3. Completion of established management or career development program or banking school. 4.… more
- First National Bank of Omaha (Overland Park, KS)
- …**Strategic & Responsible Growth** + Own HNW/UHNW segment results: revenue, flows, advisor productivity, and profitability + Lead with a growth mindset, continuously ... * Licenses: FINRA Series 65/66 required * Advanced designations desired: CFP (R), CFA(R), CTFA(R), CIMA(R), CPA(R), CEPA Candidates must possess unrestricted work… more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …* Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients. * Collect and input data into a ... Bachelor's degree, or equivalent, with a Finance or Planning focus a plus. * CFP designation a plus. Robert Half is the world's first and largest specialized talent… more
- JPMorgan Chase (Denver, CO)
- …of experience in a leadership position + Bachelor's degree required; MBA, JD, CFA, or CFP preferred + FINRA Series 7, 66, 9, 10 and Insurance licenses required for ... business acumen + Ability to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of the equity and fixed… more
- JPMorgan Chase (Summit, NJ)
- …and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making + Present in an easily digestible, conversational manner + Be ... + Bachelor's degree required; MBA, JD, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred… more
- Edward Jones (Tempe, AZ)
- …initiatives as requested This position is known internally as a Trust Advisor I** Edward Jones' compensation and benefits package includes medical and prescription ... Set You Apart:** + Substantial progress toward professional certification, such as CTFA, CFP strongly preferred + Ability to work in team based environment, delegate… more
- Adecco US, Inc. (Webster Groves, MO)
- …permissions). + Coordinate trading instructions and cash movements under advisor direction. + Monitor account funding, required minimum distributions (RMDs), ... or TD, Pershing, Schwab). + Professional designations or progress toward them ( CFP , Series 65, or CFA, CIMA). + Familiarity with financial planning software… more
- Edward Jones (St. Louis, MO)
- …within 6 months of hire + Insurance license required 6 months of hire + CFP (R) preferred or obtained in accordance with firm policy + 8+ years Private Banking ... HNW client-facing professional team required + Strong understanding of Financial Advisor and Branch Team processes, including implementation of Core Wealth, Banking,… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by ... years of experience in financial planning or a related advisory role. + CFP certification or in progress is preferred. + Strong analytical and problem-solving skills… more