- Equitable (Orlando, FL)
- …Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** * Unlimited earning potential and comprehensive ... benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group… more
- CIBC (Chicago, IL)
- …client relationship management, and must hold a **Certified Financial Planner ( CFP )** designation. + **Investment-savvy:** Have a strong understanding of global ... financial markets, including equities, fixed income, and alternative investments. + **Analytical expert:** Demonstrate expertise in asset allocation, portfolio construction, risk-return analytics, performance measurement, and compliant reporting. +… more
- Vanguard (Charlotte, NC)
- …Financial Advisor in Charlotte, NC Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? Vanguard ... is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be… more
- Tompkins Community Bank (Mount Kisco, NY)
- …of experience in Wealth Management, Business Development, and Relationship Management. + CFP , CPA, or JD certification(s) preferred. Benefits + Medical + Dental + ... Vision + 401(k) Match + Profit Sharing + Paid Time Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals EEO Statement Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with… more
- Aristotle Capital Management (Newport Beach, CA)
- …6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in financial ... services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high degree of… more
- JPMorgan Chase (Atlanta, GA)
- …strongly preferred with focus on financial planning + Bachelor's degree preferred + CFP preferred 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 businesses,… more
- Coldstream Wealth Management (Kenai, AK)
- …+ Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months + ... Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus + Excellent communication skills, including correct grammar and punctuation + Strong… more
- US Bank (Portland, OR)
- …skills -Ability to make critical decisions independently -Professional designation such as CFA or CFP This role is hybrid. Team members who are in a hybrid role ... typically spend three days a week at a US Bank location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer… more
- UMB Bank (Dubuque, IA)
- …points if:** + You possess an advanced degree or professional certification such as CFP or CFA. + You have demonstrated experience with a wide range of client ... advice and service needs, particularly for the ultra-high net worth segment. + You have knowledge of banking products, including lending, credit, and deposit solutions. + You have proficiency in Salesforce CRM software, and familiarity in other front office… more
- Coldstream Wealth Management (Kenai, AK)
- …and identify and close opportunities with existing clients Required Experience: + CFP and 3+ years of experience producing and presenting financial plans + ... Proficiency with eMoney + 5+ years of experience in wealth management, including client relationship management and an interest in business development + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint + Experience with Salesforce CRM and/or… more
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