- Charles Schwab (Westlake, TX)
- …love, this may be the opportunity for you. **What you have** **Required:** + CFP (R) designation or CFA(R) designation required + Bachelor's degree + Active and valid ... FINRA Series 7 license + Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment) + Five or more years of advisory experience **Preferred:** + Five or more years working directly with clients in the financial… more
- M&T Bank (Wilmington, DE)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... Administration) or JD (Juris Doctor) \#WT \#Wealth M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 Annual (USD). The successful candidate's particular… more
- Charles Schwab (Westlake, TX)
- …sales calls regarding Schwab's financial planning capabilities. **What you have** + CFP (R) designation required + Active and valid FINRA Series 7 license required ... (may be obtained within the first 120 days condition of employment) + Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment) + Minimum 3+ years' experience with creating and presenting… more
- Santander US (Edison, NJ)
- …achievement while maintaining high ethical standards. + Degrees such as an MBA, CFP , CHLU or CHFC preferred. + Licenses/Certifications: FINRA licenses 7 and 66, or ... 7 and 63 and 65 as well as appropriate state insurance licenses required. **Skills and Abilities:** + Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner + Superior sales skills and have a command of… more
- Charles Schwab (Atlanta, GA)
- …be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years of experience in the ... financial services industry (required) + Financial business development experience (highly preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act requirements, all employees… more
- Charles Schwab (Orlando, FL)
- …services industry working directly with clients **Preferred Qualifications:** + CFP + Experience servicing high-net-worth clients + General understanding of ... brokerage regulations and rules that govern client accounts + Demonstrated experience handling client concerns and issues with tact and diplomacy + Excellent written and oral communication skills, attention to detail + Ability to work independently and… more
- Zions Bancorporation (Salt Lake City, UT)
- …role. + Series 7, 63, 65 and General Lines Insurance Agent licenses required. + CFP (R) preferred Req ID: 064690 Equal Opportunity Employer It is the policy of this ... corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background,… more
- Bankers Life (Lakeland, FL)
- …and Bonus programs . Fully paid insurance licensing, SIE, Series 6, Series 63, CFP (R), and more . Retirement Savings Program Note: Applicants must reside in the ... state of position to be considered. more
- Bankers Life (Boston, MA)
- …plus $400 for the first four weeks as an active agent . Fully paid insurance licensing, SIE, Series 6, Series 63, CFP (R), and more . Retirement Savings Program ... Financial Services Professional - Hybrid Experience Location: Boston, MA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life(R), one of the most respected companies in the Financial Services industry, is… more
- System One (Chattanooga, TN)
- …PROFESSIONAL FIELD OF STUDY PREFERRED BUT NOT REQUIRED (EG PE, CPA, CFP , ETC)EDUCATION:BACHELORS DEGREE IN ENGINEERING, BUSINESS MANAGEMENT, OR TECHNICAL FIELD, OR ... EQUIVALENT EDUCATION, TRAINING AND/OR RELATED WORK EXPERIENCE. MASTERS DEGREE PREFERRED BUT NOT REQUIRED. System One, and its subsidiaries including Joule, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and… more