- Coldstream Wealth Management (Portland, OR)
- …+ Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them within 12-18 months (at Coldstream's expense) + ... Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac is a plus + A Bachelor's degree (finance or related focus is preferred) + Excellent communication, relationship building, and organizational… more
- CentraCare (Paynesville, MN)
- …Training accredited by the American National Standards Institute (ANSI)-Conference for Food Protection ( CFP ) required within 1 1/2 years - can be ServSafe or TAP ... Series CentraCare has made a commitment to diversity in its workforce. All individuals including, but not limited to, individuals with disabilities, are encouraged to apply. CentraCare is an EEO/AA employers. more
- Microsoft Corporation (Redmond, WA)
- …on the nature of your employment with Microsoft and the country where you work. \# CFP #C+E Software Engineering IC3 - The typical base pay range for this role across ... the US is USD $100,600 - $199,000 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $131,400 -… more
- Deloitte (Chicago, IL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications skills The wage… more
- Equitable (Raleigh, NC)
- …pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered Financial Consultant (ChFC). In partnership with ... Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our… more
- Regions Bank (Little Rock, AR)
- …Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) ... or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret and present complex topics in a concise and effective manner + Ability to manage multiple goals and deadlines + Demonstrated confidence in delivering and explaining… more
- JPMorgan Chase (Summit, NJ)
- …+ Bachelor's degree required; MBA, JD, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred ... + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven ability to create business results with a broad background in retirement solutions, general… more
- Thrivent Financial (Minneapolis, MN)
- …hire/transfer. + Progress towards an advanced industry designation such as CFA, ChFC, CFP , CIMA, or CLU is preferred. + Must have strong investment acumen including ... knowledge of modern portfolio theory statistics. + Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written communication skills, and the… more
- KeyBank (Salt Lake City, UT)
- …results (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Chartered Financial Analyst (CFA) (preferred) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) **Tactical Skills** + Ability to build trust by taking a… more
- KeyBank (Corry, PA)
- …S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or ... Life & Disability) Upon Hire (required) + In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer… more