- Fifth Third Bank, NA (St. Louis, MO)
- …skills are necessary. + A Series 65 license, 66 license or a qualifying designation (such as CFA , CFP , ChFC , CIC, and PFS) must be obtained within 90 days of ... start date. + Some travel associated with client and prospect management may be necessary. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. The base salary for this position is reflective of the… more
- Charles Schwab (Westlake, TX)
- … CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA , MBA, CHFC , CPWA) highly preferred **Required Qualifications** + ... Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years financial services industry experience + 2+ years… more
- Truist (Nashville, TN)
- …institution, and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC , CFP , CPA, CFA or comparable advanced knowledge course of study. ... 3. Proven superior technical knowledge of issues relating to financial planning in the High and Ultra-High Net Worth segments, including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate… more
- Truist (Atlanta, GA)
- …essential functions. 1. At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC , CFP , CPA, CFA or equivalent advanced knowledge course of study. ... 2. Professional work experience with demonstrated competency in financial planning for affluent clients. 3. Strong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement… more
- The American College of Financial Services (PA)
- …programs. They include, but are not limited to: + Required Industry Designations: CFP (R) + Preferred Industry Designations: AFC(R), CFA (R), CPA(R), EA(R). + ... Overall, the position may need to align with the CFP (R) Board curriculum and specific programs' curriculum at The...Preferred The American College Designations: ChFC (R), CAP(R), CLU(R), RICP(R), WMCP(R), CLF(R). + Significant levels… more
- Banco Popular Puerto Rico (San Juan, PR)
- …(Certified Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor), CFA (R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial ... and 65 or 66 + Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP (R) (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R)… more
- Truist (Fort Myers, FL)
- …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. ( CFA ), Accredited Asset Management ... Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development… more
- Umpqua Bank (Phoenix, AZ)
- …estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC , CTFA, CPA, CFA , CWS or AWMA, any one certification, preferred. + ... (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. **Job Location(s):** This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this… more
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