- Charles Schwab (Westlake, TX)
- …for Financial Planning (or obtain within 12 months of joining the team). CFP (R) strongly preferred. + Bachelor's degree or equivalent experience demonstrating a deep ... understanding of ERISA, pension/trust compliance, DC and DB plans, NQDCs, and Equity Compensation. + Articulate communicator with strong listening skills; presents well in person, on the phone, and virtual meetings. + Comprehensive understanding of wealth… more
- Charles Schwab (Westlake, TX)
- …MBA a plus . **FINRA Series 7 and 66 required** . Industry certifications (CIMA/ CFP /CFA/CWS) preferred . Must have a minimum of 10-15 years in the financial services ... industry, including 7+ years of sales leadership experience . Typical travel is about 50% of the time for supervision and meetings . **Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity**… more
- Bank of America (Myrtle Beach, SC)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client… more
- Equitable (Fort Lauderdale, FL)
- …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 + **Stable Pay** : Biweekly pay for eligible financial… more
- JPMorgan Chase (Los Angeles, CA)
- …and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth Management Certified Professional (WMCP) designation (or equivalent) ... required + Ability & experience in understanding clients' financial situations and personal circumstances; strong listening skills and high EQ + Deliver a distinctive and thoughtful experience aimed at providing appropriate advice for each client situation in… more
- Corewell Health (Grand Rapids, MI)
- …National Accreditation Board 90 Days and + CRT-Accredited Food Protection Manager, CFP - ANSI National Accreditation Board ANSI National Accreditation Board 90 Days ... Preferred + High School Diploma or equivalent + High volume call center and Electronic Medical Record experience How Corewell Health cares for you + Comprehensive benefits package to meet your financial, health, and work/life balance goals. Learn more here… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial planning for RIAs. + Credentials: Familiarity with eMoney or a CFP (R) designation is a strong plus. + Mindset: Intellectually curious, detail-oriented, and ... passionate about delivering excellence. + Professionalism: client-ready presence with strong interpersonal skills. + Communication: Exceptional verbal and written communication skills for a highly client-facing role. Robert Half is the world's first and… more
- Charles Schwab (Charlotte, NC)
- …may be the opportunity for you. **What you have** **Required Qualifications:** + CFP (R) designation or CFA(R) designation + Bachelor's degree + Active and valid ... FINRA Series 7 license + _May be obtained with a 120-day condition of employment_ + 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, including creating and… more
- Zions Bancorporation (Salt Lake City, UT)
- …Bachelor's degree in Finance, Economics, Accounting, Financial Planning or a related field. + CFP required. + CPA, JD, or MBA preferred. + Advanced knowledge as a ... generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. + Strong analytical and problem-solving skills. + Excellent communication and interpersonal skills. + Proficiency in financial… more
- M&T Bank (Buffalo, NY)
- …trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ... ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 (USD). The successful candidate's particular combination of… more