- Equitable (Kansas City, KS)
- …ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... markets * Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- M&T Bank (Paramus, NJ)
- …sharing knowledge and skills with team members **Education and Experience Preferred:** CFP ( Certified Financial Planner ) and/or CTFA ( Certified Trust ... Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of...and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,...and compliance services to clients in the banking and financial services industries. You will work directly with the… more
- BMO Financial Group (Chicago, IL)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- KeyBank (Brewster, NY)
- …Hire (required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- Equitable (Tampa, FL)
- …to building your business + Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** + Unlimited ... your team + Coaching from your experience & training to develop new Financial Professionals + Collaborating with local leadership to strengthen values, mission and… more
- Deloitte (Morristown, NJ)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- BMO Financial Group (Minneapolis, MN)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- Regions Bank (Atlanta, GA)
- …and economic markets + Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Skilled in applicable computer software programs + Verbal and written… more
- KeyBank (Brooklyn, OH)
- …advisory services or equivalent work experience. (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified ... IRA Services Professional (CISP) (preferred) + Certified Wealth Strategist (CWS) (preferred) + Progress towards completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training. (preferred) **Tactical Skills** +… more
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