• Senior Wealth Strategist

    Truist (Houston, TX)
    …one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP , CPA or comparable advanced knowledge course of study 8. Advanced verbal, problem solving, ... and analytical skills 9. Proven experience with group facilitation, presentations, and public speaking 10. The ability to lead and manage projects relevant to the Advice and Planning Group Preferred Qualifications: 1. Twelve years of experience with area(s) of… more
    Truist (11/05/25)
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  • Internal Life Insurance Wholesaler

    Guardian Life (New York, NY)
    …Series 6 within 1 year + Professional Designations a big plus (LUTCF, CLU, ChFC, CFP , FLMI) **Salary Range:** $60,000 - $67,500 The salary range reflected above is a ... good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may… more
    Guardian Life (11/04/25)
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  • Key Private Bank Senior Relationship Manager

    KeyBank (Naples, FL)
    …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric… more
    KeyBank (11/02/25)
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  • Senior Financial Planner

    Kestra Financial (Avon, CT)
    …business, accounting, or a related field (Master's degree preferred). Certifications: CFP (R) (Certified Financial Planner) required; CFA, CPA, or other relevant ... designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: + Proficiency in financial planning software (eg, eMoney, MoneyGuidePro). + Strong knowledge of… more
    Kestra Financial (11/01/25)
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  • Wealth Management Associate - Retirement Benefits…

    Equitable (Kansas City, KS)
    …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Base Salary: Annual salary for eligible financial… more
    Equitable (11/01/25)
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  • Paraplanner, Retirement & Private Wealth

    HUB International (Fort Lauderdale, FL)
    …& 66 licenses are required or series 6 & 63 and 65 licenses + CFP (R) or FPQP (TM) designation or working toward certification + Proficiency with Microsoft Office ... Suite an eMoney Advisor or other financial planning software + Strong attention to detail and organization + Excellent written and verbal communication skills Department Account Management & Service Required Experience: 2-5 years of relevant experience… more
    HUB International (10/31/25)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (New York, NY)
    …and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading financial services firm, helping nearly half ... of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small… more
    JPMorgan Chase (10/30/25)
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  • Financial Planning Analyst

    Robert Half Finance & Accounting (Philadelphia, PA)
    …in financial planning or wealth management. + Progress toward or completion of CFP (R), CFA, CPA, or other certifications. + Pursuing or completed Series 65 license ... exam. + Bachelor's degree in financial planning, accounting, finance, or related field preferred. + Familiarity with custodians like Schwab or Fidelity preferred. + Strong understanding of financial markets, asset allocation, tax, and estate planning basics. +… more
    Robert Half Finance & Accounting (10/29/25)
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  • Cyber Security System Administrator

    EPS Corporation (Panama City, FL)
    …to monitor, review, and generate applicable TCNO status listing and report to CFP weekly. . Vulnerability Scanning: o Must identify and implement required software ... patches to network OS in standard desktop and standard server configurations. o Must monitor vulnerabilities on NIPRNet/SIPRNet network systems using the scanning methods IAW local operating procedures. o Must maintain information servers and software systems… more
    EPS Corporation (10/29/25)
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  • Financial Planning Analyst

    Robert Half Finance & Accounting (Philadelphia, PA)
    …or a related field. (internships count) + Progress towards or completion of CFP (R), CFA, or similar designation preferred. + Bachelor's degree (or higher) in ... financial planning, accounting, finance, economics, or a related discipline from an accredited institution. + High interest in investment advisory and wealth management services. + Exceptional written and verbal communication skills. + Proficiency in Microsoft… more
    Robert Half Finance & Accounting (10/29/25)
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