- KeyBank (Akron, OH)
- …(preferred) or + FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment ... (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred)… more
- Regions Bank (Houston, TX)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), ... Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret and present complex topics… more
- Truist (Atlanta, GA)
- …level certification 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… more
- Truist (Greensboro, NC)
- …Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial ... financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention… more
- Regions Bank (Houston, TX)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), ... Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Consistently a top performer + Ability to… more
- KeyBank (Salt Lake City, UT)
- …business development experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- USAA (San Antonio, TX)
- …license + MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation + 10 or more years of ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Thrivent Financial (Auburn, WA)
- …+ Previous administrative/secretarial experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial ... Organization/Business Overview: Approach Path Financial Advisors is an independent financial ...designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent. + Securities ( 7/66,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ability to obtain a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth ... and wellness planning. + Provide fully engaged support to financial advisors in developing a financial planning...support to financial advisors in developing a financial planning blueprint for their clients to identify planning… more
- USAA (San Antonio, TX)
- …/ Active FINRA Series 7 + Current / Active Life/Health license + CFP ( Certified Financial Planner ), CLU (Chartered Life Underwriter), or RICP (Retirement ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...Income Certified Professional) designations + 10 or more years of… more
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