- Equitable (Raleigh, NC)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- Equitable (Kansas City, KS)
- …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
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Requirements + Bachelor's degree in Finance, Business, or related field. + Certified Financial Planner (TM) ( CFP (R)) required. + Series 65 or equivalent ... Description Jennifer Fukumae with Robert Half Financial Service Group is partnering with a highly...to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true… more
- M&T Bank (Buffalo, NY)
- …Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ( Certified Financial Planner ), CLU (Chartered Life ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- USAA (San Antonio, TX)
- …+ Current / Active FINRA Series 7 + Current / Active Life/Health license + CFP ( Certified Financial Planner ), CLU (Chartered Life Underwriter), or ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...RICP (Retirement Income Certified Professional) designations + 10 or more years of… more
- Banco Popular Puerto Rico (San Juan, PR)
- …63 and 65 or 66 + Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP (R) ( Certified Financial Planner (R)), CPA ( Certified Public ... Accountant), CIMA(R) ( Certified Investment Management Analyst(R)), CPWA(R) ( Certified Private Wealth Advisor), CFA(R) (Chartered Financial Analyst(R)), ChFC… more
- M&T Bank (Paramus, NJ)
- …Experience sharing knowledge and skills with team members **Education and Experience Preferred:** CFP ( Certified Financial Planner ) and/or CTFA ( ... 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
- Edward Jones (New York, NY)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... **Job Overview** As a financial advisor with Edward Jones, you'll develop and...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes… more
- M&T Bank (Burlington, VT)
- …(Master's degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP ( Certified Financial Planner ) certification Proven ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more
- Thrivent Financial (Auburn, WA)
- …+ Previous administrative/secretarial experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial ... Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent. + Securities ( 7/66, or 7/63 & 65) and Life, Health,… more