- Raymond James Financial, Inc. (Hackensack, NJ)
- …grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner ( CFP ) designation preferred. ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
- Atria Wealth Solutions (Corning, NY)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal...(CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …cannot be applied. + Series 7 or ability to obtain within two (2) years. + Certified Financial Planner ( CFP ) designation or ability to obtain within ... skills obtained through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall financial … more
- Atria Wealth Solutions (Marion, IN)
- …in long term care and P & C preferred + Clean U-4 and Background + Certified Financial Planner ( CFP ) designation preferred + Valid driver's license, ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are… more
- Atria Wealth Solutions (Cincinnati, OH)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + ... future? + Do you possess a broad knowledge of financial products and services? + Would you like to...on teamwork and collaboration? Through its relationship with CUSO Financial Services, L. P. (CFS) General Electric Credit Union… more
- Atria Wealth Solutions (Fort Worth, TX)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with...its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services… more
- Atria Wealth Solutions (Allentown, PA)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal...(CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
- Atria Wealth Solutions (Sandusky, MI)
- …culture. Desired Qualifications: + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + ... Job description Through its relationship with Sorrento Pacific Financial , LLC (SPF), Thumb Bank & Trust is...LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services to… more
- Kestra Financial (Cranbury, NJ)
- …required + Minimum of 2 years of experience in the financial industry + Certified Financial Planner ( CFP (R)) certification preferred but not required ... New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated...financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an… more
- Atria Wealth Solutions (Richmond, VA)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + ... Through its relationship with CUSO Financial Services, L. P. (CFS) Argent Credit Union...L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more